Prepare compilation financial statements, ensuring absolute completeness, accuracy, and compliance ... Tax Advisory: Proactively identify tax planning opportunities and formulate strategic ...
Prepare compilation financial statements, ensuring absolute completeness, accuracy, and compliance ... Tax Advisory: Proactively identify tax planning opportunities and formulate strategic ...
ASSOCIATE (Senior Accountant) THE OPPORTUNITY Do you want to join a culture-driven team of ... planning day sessions for new and existing clients * You will analyze monthly client financial ...
ASSOCIATE (Senior Accountant) THE OPPORTUNITY Do you want to join a culture-driven team of ... planning day sessions for new and existing clients * You will analyze monthly client financial ...
Asset Protection Associate
Okotoks, AB · On-site
CA$17.75/hr
Investigations and Case Support Investigates incidents of financial and physical shrink and ... and planning accordingly to stay energized and focused. Effectively manages work hours and plans ...
Asset Protection Associate
Okotoks, AB · On-site
CA$17.75/hr
Investigations and Case Support Investigates incidents of financial and physical shrink and ... and planning accordingly to stay energized and focused. Effectively manages work hours and plans ...
Associate Investment Advisors) to achieve high performance standards and deepen client ... Advanced financial planning courses such Wealth Management Essentials (WME) and the Certified ...
Associate Investment Advisors) to achieve high performance standards and deepen client ... Advanced financial planning courses such Wealth Management Essentials (WME) and the Certified ...
Associate Investment Advisors) to achieve high performance standards and deepen client ... Advanced financial planning courses such Wealth Management Essentials (WME) and the Certified ...
Associate Investment Advisors) to achieve high performance standards and deepen client ... Advanced financial planning courses such Wealth Management Essentials (WME) and the Certified ...
(CAN) Asset Protection Associate
Calgary, AB · On-site
CA$17.75/hr
Investigations and Case Support Investigates incidents of financial and physical shrink and ... and planning accordingly to stay energized and focused. Effectively manages work hours and plans ...
(CAN) Asset Protection Associate
Calgary, AB · On-site
CA$17.75/hr
Investigations and Case Support Investigates incidents of financial and physical shrink and ... and planning accordingly to stay energized and focused. Effectively manages work hours and plans ...
Recording accurate information into ERP/WMS systems. * Be able to pack, label, wrap, and load ... Recognized as one of "The Americas' Fastest Growing Companies 2023" by Financial Times and honored ...
Recording accurate information into ERP/WMS systems. * Be able to pack, label, wrap, and load ... Recognized as one of "The Americas' Fastest Growing Companies 2023" by Financial Times and honored ...
As a new Associate,you'llbenefitfrom PwC Canada's industry-leading CPA support program, which ... Boost your retirement savings with employer matching and take advantage of financial planning ...
New
As a new Associate,you'llbenefitfrom PwC Canada's industry-leading CPA support program, which ... Boost your retirement savings with employer matching and take advantage of financial planning ...
New
As a new Associate,you'llbenefitfrom PwC Canada's industry-leading CPA support program, which ... Boost your retirement savings with employer matching and take advantage of financial planning ...
As a new Associate,you'llbenefitfrom PwC Canada's industry-leading CPA support program, which ... Boost your retirement savings with employer matching and take advantage of financial planning ...
As a new Associate,you'llbenefitfrom PwC Canada's industry-leading CPA support program, which ... Boost your retirement savings with employer matching and take advantage of financial planning ...
As a new Associate,you'llbenefitfrom PwC Canada's industry-leading CPA support program, which ... Boost your retirement savings with employer matching and take advantage of financial planning ...
As an Associate in our Tax practice, you'll be part of a diverse, inclusive team that values your ... Boost your retirement savings with employer matching and take advantage of financial planning ...
New
As an Associate in our Tax practice, you'll be part of a diverse, inclusive team that values your ... Boost your retirement savings with employer matching and take advantage of financial planning ...
New
As an Associate in our Tax practice, you'll be part of a diverse, inclusive team that values your ... Boost your retirement savings with employer matching and take advantage of financial planning ...
New
As an Associate in our Tax practice, you'll be part of a diverse, inclusive team that values your ... Boost your retirement savings with employer matching and take advantage of financial planning ...
New
As an Associate in our Tax practice, you'll be part of a diverse, inclusive team that values your ... Boost your retirement savings with employer matching and take advantage of financial planning ...
New
As an Associate in our Tax practice, you'll be part of a diverse, inclusive team that values your ... Boost your retirement savings with employer matching and take advantage of financial planning ...
New
External Audit, Senior Associate, NPO Community
Calgary, AB · On-site
CA$52K - CA$87K/yr
Support the development of the audit approach and complete planning procedures * Provide coaching ... Examine financial and accounting records, other documents, and tangible items such as inventory, or ...
External Audit, Senior Associate, NPO Community
Calgary, AB · On-site
CA$52K - CA$87K/yr
Support the development of the audit approach and complete planning procedures * Provide coaching ... Examine financial and accounting records, other documents, and tangible items such as inventory, or ...
Distribution Associate - Calgary, Alberta - Up to $33.93/hour!
Balzac, AB · On-site
CA$33.93/hr
Begin a rewarding career as a full-time Distribution Associate! Starting pay rate of $29.27/hour ... EAP services include wellness plans, estate planning, financial counseling and more * This position ...
Distribution Associate - Calgary, Alberta - Up to $33.93/hour!
Balzac, AB · On-site
CA$33.93/hr
Begin a rewarding career as a full-time Distribution Associate! Starting pay rate of $29.27/hour ... EAP services include wellness plans, estate planning, financial counseling and more * This position ...
Distribution Associate - Calgary, Alberta - Up to $33.93/hour!
Calgary, AB · On-site
CA$33.93/hr
Begin a rewarding career as a full-time Distribution Associate! Starting pay rate of $29.27/hour ... EAP services include wellness plans, estate planning, financial counseling and more * This position ...
Distribution Associate - Calgary, Alberta - Up to $33.93/hour!
Calgary, AB · On-site
CA$33.93/hr
Begin a rewarding career as a full-time Distribution Associate! Starting pay rate of $29.27/hour ... EAP services include wellness plans, estate planning, financial counseling and more * This position ...
Customer Experience Associate
Calgary, AB · On-site
CA$22.50 - CA$28.33/hr
Can you process financial transactions accurately and get a sense of achievement by providing ... Strong administration, organizational, planning and time management skills to work in a fast-paced ...
Customer Experience Associate
Calgary, AB · On-site
CA$22.50 - CA$28.33/hr
Can you process financial transactions accurately and get a sense of achievement by providing ... Strong administration, organizational, planning and time management skills to work in a fast-paced ...
Customer Experience Associate
Calgary, AB · On-site
CA$22.50 - CA$28.33/hr
Can you process financial transactions accurately and get a sense of achievement by providing ... Strong administration, organizational, planning and time management skills to work in a fast-paced ...
Customer Experience Associate
Calgary, AB · On-site
CA$22.50 - CA$28.33/hr
Can you process financial transactions accurately and get a sense of achievement by providing ... Strong administration, organizational, planning and time management skills to work in a fast-paced ...
Customer Experience Associate
Calgary, AB · On-site
CA$22.50 - CA$28.33/hr
Can you process financial transactions accurately and get a sense of achievement by providing ... Strong administration, organizational, planning and time management skills to work in a fast-paced ...
Customer Experience Associate
Calgary, AB · On-site
CA$22.50 - CA$28.33/hr
Can you process financial transactions accurately and get a sense of achievement by providing ... Strong administration, organizational, planning and time management skills to work in a fast-paced ...
Customer Experience Associate
CA$22.50 - CA$28.33/hr
Can you process financial transactions accurately and get a sense of achievement by providing ... Strong administration, organizational, planning and time management skills to work in a fast-paced ...
Customer Experience Associate
CA$22.50 - CA$28.33/hr
Can you process financial transactions accurately and get a sense of achievement by providing ... Strong administration, organizational, planning and time management skills to work in a fast-paced ...
Associate Financial Planner information
What is an associate financial planner?
The job duties of an associate financial planner revolve around working to assist and support a more senior financial planner as they offer advice to clients. Your responsibilities in this career may include providing analysis about financial options, using data to make projections, helping the advisor or planner prepare for clients, meeting with clients to get their initial information, and assisting with recommendations. You may need to deal with subjects such as investment portfolio management or retirement planning. You may also perform office administration tasks such as filing paperwork and scheduling appointments.
What does an associate financial planner do?
An Associate Financial Planner supports senior financial planners in creating and implementing financial plans for clients. Their duties typically include gathering and analyzing client financial data, preparing reports, assisting with investment recommendations, and maintaining client records. They also help answer client questions and ensure that all compliance and regulatory requirements are met. This entry-level role is ideal for those starting a career in financial planning and often serves as a stepping stone to becoming a lead financial advisor.
How does an associate financial planner typically collaborate with senior advisors and clients?
Associate Financial Planners often work closely with senior advisors by supporting the development of financial plans, conducting research, and preparing client reports. They may participate in client meetings, take notes, and help implement recommendations under the supervision of a lead planner. This collaboration allows associates to gain valuable mentorship, deepen their understanding of client needs, and build strong communication skills essential for career advancement in financial planning.
What are the key skills and qualifications needed to thrive as an associate financial planner, and why are they important?
To thrive as an Associate Financial Planner, you need a solid grounding in finance, investment principles, and financial planning concepts, typically supported by a bachelor's degree in finance or a related field. Familiarity with financial planning software (such as eMoney or MoneyGuidePro), CRM systems, and progress toward certifications like CFP® is highly valued. Strong interpersonal skills, attention to detail, and effective communication set outstanding candidates apart. These skills ensure accurate advice, client trust, and successful collaboration within a financial planning team.
What is the difference between Associate Financial Planner vs Financial Advisor?
| Aspect | Associate Financial Planner | Financial Advisor |
|---|---|---|
| Certifications | CFP® coursework, licensing | CFP®, Series 7, 66/65 |
| Work Environment | Support role, entry-level, team-based | Client-facing, independent or firm-based |
| Employer & Industry Usage | Financial planning firms, banks, wealth management | Independent practices, firms, banks |
The Associate Financial Planner typically supports senior planners, focusing on research and client prep, often with CFP® coursework. Financial Advisors directly manage client portfolios, provide financial advice, and hold relevant certifications like CFP® and securities licenses. While both roles work within the financial planning industry, the Associate Financial Planner is an entry-level support position, whereas the Financial Advisor is a client-facing role with greater responsibility.
More about Associate Financial Planner jobs
What are popular job titles related to Associate Financial Planner jobs in Calgary, AB?
For Associate Financial Planner jobs in Calgary, AB, the most frequently searched job titles are:
What job categories do people searching Associate Financial Planner jobs in Calgary, AB look for?
The top searched job categories for Associate Financial Planner jobs in Calgary, AB are:
What cities near Calgary, AB are hiring for Associate Financial Planner jobs?
Cities near Calgary, AB with the most Associate Financial Planner job openings:
Full-time
Re-posted 29 days ago
Job description
Job Description Our Calgary based client is seeking a highly skilled Senior Tax Associate with proven public practice experience to join their growing team. The Senior Tax Associate will be responsible for preparing a diverse portfolio of Canadian tax returns and providing technical guidance on complex tax matters. This position requires a strong technical foundation in corporate, personal, trust, estate, and partnership taxation, alongside a solid understanding of intercompany transactions, related party rules, and foreign affiliate reporting.
If you are looking for a supportive environment where your expertise will directly impact client success while fostering your own professional advancement, we want to hear from you. Key Responsibilities Tax Compliance & Review: Prepare and review corporate (T2), personal (T1), partnership (T5013), trust (T3), and estate tax returns. Accounting & Assurance: Prepare compilation financial statements, ensuring absolute completeness, accuracy, and compliance with professional standards.
Technical Analysis: Analyze and apply complex tax rules regarding associated corporations and related party transactions. International & Intercompany Tax: Manage intercompany reporting for clients with foreign subsidiaries, including detailed reconciliation and foreign affiliate compliance. Tax Advisory: Proactively identify tax planning opportunities and formulate strategic recommendations for clients.
CRA Representation: Assist with CRA audit support, including drafting technical responses and directly liaising with the CRA. Quality & Standards: Complete all required internal checklists and documentation in strict accordance with firm policies and professional standards. Knowledge Leadership: Ensure ongoing compliance with current tax legislation and maintain up-to-date knowledge of evolving tax laws.
Required Qualifications Education & Designation: Bachelor's degree in Accounting, Finance, or a related field. A Canadian CPA designation is highly preferred. Public Practice Experience: Minimum of 2 to 3 years of recent experience within a Canadian public accounting firm environment.
Technical Breadth: Demonstrated proficiency in preparing complex tax returns across multiple diverse entity types. Accounting Depth: Strong accounting background with a robust understanding of Canadian tax law. Hands-on knowledge of foreign affiliate rules is considered a strong asset.
Technology Proficiency: High proficiency using industry software such as CaseWare, Taxprep, and QuickBooks. Core Competencies: Excellent analytical, organizational, and time-management skills, with the ability to manage multiple projects simultaneously under tight deadlines. Communication: Strong verbal and written communication skills necessary for effective client interaction and internal team collaboration.
Why This Position. Compensation: Competitive base salary paired with performance-based incentives. Professional Growth: Ongoing support for professional development, continuing education, and specialized tax training.
Firm Culture: A supportive, highly collaborative, and flexible firm culture that values work-life balance. Career Path: Clear and structured opportunities for upward advancement within the firm. For immediate consideration of this exceptional opportunity, please forward your updated cv to Carlos at cgarcia@klopprichards.com quoting job posting 5553
Klopp Richards & Associates would like to thank all applicants in advance for their expressed interest in this position.