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Associate Financial Representative Jobs in Alberta

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Associate Financial Representative information

See Alberta salary details

$24.5K

$42.3K

$57.5K

How much do associate financial representative jobs pay per year?

As of Aug 13, 2026, the average yearly pay for associate financial representative in Alberta is $42,318.00, according to ZipRecruiter salary data. Most workers in this role earn between $35,500.00 and $45,000.00 per year, depending on experience, location, and employer.

What is the difference between Associate Financial Representative vs Financial Advisor?

AspectAssociate Financial RepresentativeFinancial Advisor
CertificationsFINRA Series 6 or 7, possibly Series 63 or 65Series 7, Series 66 or 65, CFP certification often preferred
Work EnvironmentSupport role in financial services, assisting senior staffClient-facing, providing personalized financial planning
Employer & Industry UsageFinancial firms, banks, brokeragesIndependent firms, banks, wealth management companies

The Associate Financial Representative typically supports financial advisors by handling administrative tasks and client inquiries, while a Financial Advisor directly manages client portfolios and offers comprehensive financial planning. Both roles require relevant licenses, but the Financial Advisor usually has more advanced certifications and client responsibilities.

What are the key skills and qualifications needed to thrive as an associate financial representative, and why are they important?

To thrive as an Associate Financial Representative, you need a foundation in finance or business, strong analytical skills, and often a relevant bachelor's degree. Familiarity with financial planning software, CRM systems, and sometimes securities licenses such as Series 6 or 7 are typically required. Excellent communication, organization, and client relationship-building skills help you stand out in this client-facing role. These competencies are crucial for delivering accurate financial guidance, ensuring regulatory compliance, and building lasting client trust.

What are the typical day-to-day responsibilities of an associate financial representative and how do they interact with senior advisors?

As an Associate Financial Representative, your daily tasks often include supporting senior financial advisors by preparing client portfolios, managing client communications, and handling administrative duties like scheduling meetings and maintaining records. You may also assist with research on investment products and help prepare financial planning materials. Collaboration is key in this role, as you'll work closely with both the advisory team and clients to ensure a smooth client experience and accurate information flow. This hands-on involvement provides valuable exposure to the financial planning process and can help you build foundational skills for career advancement within the firm.

What is an associate financial representative?

Associate Financial Representatives are professionals who support financial advisors or planners in managing client relationships, preparing financial documents, and handling administrative tasks. They often assist with scheduling appointments, maintaining client records, processing paperwork, and responding to client inquiries. Their role is crucial in ensuring the smooth operation of a financial advisory practice and providing excellent customer service. Associate Financial Representatives may also help with research and the preparation of financial plans under the supervision of licensed advisors.
What are popular job titles related to Associate Financial Representative jobs in Alberta? For Associate Financial Representative jobs in Alberta, the most frequently searched job titles are:
What job categories do people searching Associate Financial Representative jobs in Alberta look for? The top searched job categories for Associate Financial Representative jobs in Alberta are:
What cities in Alberta are hiring for Associate Financial Representative jobs? Cities in Alberta with the most Associate Financial Representative job openings:
Associate Financial Representative jobs near you
Infographic showing various Associate Financial Representative job openings in Alberta as of August 2026, with employment types broken down into 1% As Needed, 81% Full Time, 16% Part Time, and 2% Contract. Highlights an 89% Physical, 4% Hybrid, and 7% Remote job distribution, with an average salary of $42,318 per year, or $20.3 per hour.

Associate, Financial Operations

Acera Insurance

Calgary, AB • On-site

Full-time

Posted 13 days ago

Job description

We put our people first. As an employer of choice, Acera Insurance, offers an outstanding workplace and employee culture that creates valuable opportunities for all employees. 

  

Our people are:

  • Encouraged to challenge the status quo and never stop learning in their commitment to excellence.
  • Empowered with a sense of accountability and autonomy to take ownership of their work.
  • Treated with respect and act with integrity by putting clients, colleagues, and community first.
  • Recognized for their achievements and celebrate festivities, big and small, to make work fun.

  

We also proudly offer most employees the opportunity to become owners. With over 700 employee owners, Acera Insurance is the only Canadian brokerage that is widely owned by its employees. Our employee owners have a vested interest and get to share in Acera Insurance's success - which they make possible.

  

Join our award-winning network of over 1,300 professionals across Canada and change the way people feel about insurance.

ASSOCIATE, FINANCIAL OPERATIONS

 

Reporting to the Team Leader, Financial Operations, the Associate, Financial Operations will be responsible for full cycle accounting and work with the Finance team to ensure accurate financial reporting.

LOCATION AND STATUS

  • Calgary, AB
  • Full-time, permanent

QUALIFICATIONS

  • Post-secondary degree or diploma in Accounting or a related discipline and 1-3 years directly related experience, or an equivalent combination of experience and education
  • Experience in an insurance environment would be considered an asset 
  • Confident user of the Microsoft Office Suite of products, with advanced skills in Excel 

VALUES & COMPETENCIES

  • High degree of professionalism and integrity
  • Strong analytical Skills
  • Ability to maintain highly confidential information 
  • High attention to detail with strong organizational and time management skills
  • Self-motivated; positive work ethic and the ability to function independently and in a team

Acera Insurance is the largest independent, employee-controlled brokerage in Canada. We are proudly 100% Canadian owned and operated. With over 70 locations across British Columbia, Alberta, Saskatchewan, Ontario, Nova Scotia, and the Yukon, $1.4 billion in gross written premium, and $1.3 billion group retirement savings assets under management, our team provides individuals, families and businesses unbiased insurance and risk management solutions that have a distinct Canadian perspective. Our collaborative work structure combines our people's strength and expertise to offer greater value, knowledge, and resources to our personal and commercial clients nationwide, including comprehensive group benefits.

Acera Insurance is an equal opportunity employer and is committed to all forms of diversity in the workplace. All qualified individuals are encouraged to apply. 

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