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Associate Financial Representative Jobs in Edmonton, AB

... or financial. * Aspirational Workspace - Our boutiques are specially designed to be places of ... Our goal is to be inclusive, diverse, and representative of the communities where we work while ...

... or financial. * Aspirational Workspace - Our boutiques are specially designed to be places of ... Our goal is to be inclusive, diverse, and representative of the communities where we work while ...

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Retail Sales Associate

Spruce Grove, AB · On-site

CA$18/hr (+ commission)

Kognitive Sales Solutions is hiring In-Store Brand Ambassadors across Canada to represent one of the country's most trusted financial brands inside major retail locations. This is a people-first role ...

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Retail Sales Associate

Edmonton, AB · On-site

CA$18/hr (+ commission)

Kognitive Sales Solutions is hiring In-Store Brand Ambassadors across Canada to represent one of the country's most trusted financial brands inside major retail locations. This is a people-first role ...

... Financial Complete customer transactions on the Point-of-Sale (POS) device, including payment ... Report workplace hazards and dangers to your Manager or Health and Safety Representative Report all ...

The physical demands described here are representative of those that must be met by an employee to ... Giant Tiger is proud to offer a Total Rewards package designed to support your financial security ...

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Associate Financial Representative information

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 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 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 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.

How much does an associate financial representative make?

An associate financial representative typically earns between $40,000 and $60,000 annually, depending on experience, location, and the employer. Entry-level positions may start lower, while experienced representatives or those with additional certifications can earn higher salaries and commissions.

What are popular job titles related to Associate Financial Representative jobs in Edmonton, AB?

For Associate Financial Representative jobs in Edmonton, AB, the most frequently searched job titles are:

What job categories do people searching Associate Financial Representative jobs in Edmonton, AB look for?

The top searched job categories for Associate Financial Representative jobs in Edmonton, AB are:

Infographic showing various Associate Financial Representative job openings in Edmonton, AB as of August 2026, with employment types broken down into 1% As Needed, 79% Full Time, 18% Part Time, and 2% Contract. Highlights an 89% Physical, 3% Hybrid, and 8% Remote job distribution.

Real Estate Finance Associate | Debt Advisory

Colliers

Edmonton, AB • On-site

Full-time

Re-posted 2 days ago


Key responsibilities

  • Support underwriting and execution of CRE debt transactions including first mortgages, construction, bridge, and subordinate financing

  • Build financial models, cash flow analyses, and lender credit summaries

  • Participate in business development including client outreach, lender prospecting, and pipeline development


Colliers rating

7.4

Company rating: 7.4 out of 10

Based on 26 frontline employees who took The Breakroom Quiz

114th of 208 rated real estate companies


Job description

Accelerate your success at Colliers.

Why Colliers?

As one of Canada's leading commercial real estate services firms, we are driven by our mission to accelerate success for our people, clients, and communities.

A career at Colliers gives you the opportunity to make an impact, advance your career, and collaborate with top-tier talent. Don't just take our word for it - we've been recognized as a top employer on a number of prestigious lists, including Best Workplaces in Canada, Best Workplaces for Women, Best Workplaces with Most Trusted Executive Teams, among others.

Colliers Debt Advisory is a commercial real estate capital markets practice. We advise property owners, developers, and investors on structuring and raising debt across their portfolios, including acquisitions, construction, bridge, and term financing, and we negotiate directly with banks, credit unions, and institutional lenders to place it. The team is led by a former institutional capital markets Managing Director and is built to close hundreds of millions in transactions a year. You will underwrite live deals from your first week: modelling cash flows, structuring loan requests, building lender packages, and sitting in on negotiations most analysts never see before year five. This is one of the few seats in Alberta where you learn commercial real estate finance from the advisory side of the table.

**This position is an on-site role based out of our Edmonton Office**

The Role

Colliers' Debt Advisory team in Edmonton is looking for an Associate to support and grow with an active commercial real estate debt brokerage practice. You'll work on live transactions across Alberta - first mortgages, construction loans, bridge financing, and structured debt - and develop the skills to eventually originate and manage your own client relationships.

The expectation is that you're building toward being a producer. We'll provide the mentorship, platform, and deal flow to get you there.

What You'll Do

  • Support underwriting and execution of CRE debt transactions including first mortgages, construction, bridge, and subordinate financing

  • Build financial models, cash flow analyses, and lender credit summaries

  • Prepare financing proposals and client-facing materials

  • Maintain lender databases, track mandates, and monitor Alberta capital market conditions

  • Manage pipeline and CRM activity across an active deal book

  • Participate in business development including client outreach, lender prospecting, and pipeline development

What We're Looking For

  • Recent graduate in Finance, Economics, or Business

  • Previous internship experience in a similar role

  • RECA licensed, or committed to completing licensing within 3 months of start date

  • Competent in Excel: You can build and navigate a financial model independently

  • Commercially minded with a genuine interest in deals, markets, and client relationships

  • Clear communicator, high attention to detail, able to manage priorities with limited supervision

Compensation

Year 1: Base salary plus performance bonus. Transition to a commission-based structure with meaningful upside as you develop your book.

What we offer:

Innovative projects: Work on cutting-edge initiatives that shape our communities, drive our growth, and make a tangible impact.

Career growth: Advance your career and achieve your goals with industry-leading training and development programs.

Competitive benefits & compensation: Enjoy a comprehensive and flexible benefits package along with competitive compensation that rewards your contributions and supports your well-being.

Collaborative culture: Join our enterprising team where innovation thrives, collaboration is key, and our people are empowered to be their authentic selves and do their best work.

Diversity, Equity & Inclusion: Our robust North American Diversity & Inclusion Program features eight Employee Resource Groups (ERGs), where you can connect, learn, and contribute to a diverse and supportive community. Learn more: https://www.collierscanada.com/en-ca/careers/diversity-and-inclusion

Global network: Join a global team of 24,000 professionals across 70 countries, where you'll expand your network and learn from experts in a dynamic international community. Accelerate your career and enhance your expertise as you connect and collaborate with top talent around the world.

Applicants must be currently authorized to work in Canada on a full-time basis. The employer will not sponsor applicants for work visas.

Direct applicants only please, no agencies.

Colliers is an equal opportunity employer and values diversity in its workforce. Colliers encourages applications from all qualified individuals and will accommodate applicants' disability-related needs, up to the point of undue hardship, throughout all stages of the recruitment and selection process. If you require a disability-related accommodation to participate in the recruitment process, please contact the recruitment team by email at careers@colliers.com.


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