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Associate Financial Representative Jobs in Edmonton, AB

TruckPro LLC

Staff Accountant

Edmonton, AB · On-site

Review and verify accuracy of financial statements before inclusion in final monthly reporting ... The physical demands described here are representative of those that must be met by an associate to ...

SENORIA SENIOR HEALTH & LIVING INC.

Be Seen First

Senior Care Sales Associate

Edmonton, AB · On-site

CA$50K - CA$150K/yr

Represent Senoria professionally within the community Qualifications * Previous experience in ... Experience in healthcare, seniors services, real estate, insurance, financial services, or ...

Tjx

Assistant Store Manager

Spruce Grove, AB · On-site

CA$47K - CA$66K/yr

Enjoy Associate discounts at our stores, available to you and eligible family members. * We have a ... This represents the expected hiring range and may not represent the full pay range for the position.

Tjx

Assistant Store Manager

Edmonton, AB · On-site

CA$47K - CA$66K/yr

Enjoy Associate discounts at our stores, available to you and eligible family members. * We have a ... This represents the expected hiring range and may not represent the full pay range for the position.

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Showing results 21-40

All JobsAssociate Financial Representative JobsAssociate Financial Representative Jobs in Edmonton, AB

Associate Financial Representative information

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 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:
Associate Financial Representative jobs near you
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.

Staff Accountant

TruckPro LLC

Edmonton, AB • On-site

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 5 days ago

TruckPro rating

7.9

Company rating: 7.9 out of 10

Based on 17 frontline employees who took The Breakroom Quiz

Job description

Crane Carrier Canada - Senior Staff Accountant,Pacific Truck in Edmonton, AB is hiring a Senior Staff Accountant to support the finance function for a leading supplier of truck and trailer parts and equipment. We specialize in new and remanufactured brake and drive train components and supply a broad range of aftermarket brand-name products to customers throughout Canada.

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Benefits:
  • Medical/Dental/Vision Insurance
  • 401k with Company Match
  • Life Insurance
  • Paid Time Off! 15 days per year
  • Health Savings Account with Company Match
  • Paid Training
  • On-site gym facility and walking trail
Key Staff Accountant Responsibilities:
  • Prepare and post general ledger journal entries for assigned accounts
  • Perform monthly balance sheet account reconciliations and maintain documentation
  • Research vendor credit memos, process returns, and manage related sub-ledger activity
  • Review and verify accuracy of financial statements before inclusion in final monthly reporting package
  • Assist in financial close periods - month-end, quarter-end, and year-end
  • Participate in annual inventory, cycle counts, and periodic inventory audits
  • Collect and analyze data to support the annual budgeting process
  • Provide financial insight to field operations teams by reviewing store and region-level financials
  • Contribute to continuous improvement initiatives
  • Perform other accounting tasks as needed
Successful Staff Accountant Candidates Will Have:
  • Bachelor's Degree in Accounting (Required)
  • 1-3 years of accounting experience; public accounting experience preferred
  • Proficiency in Microsoft Excel and ERP accounting systems
  • Solid understanding of GAAP and financial reporting best practices
  • Strong communication, analytical, and time management skills
  • Ability to work independently, manage multiple priorities, and meet deadlines
  • Ability to research technical accounting topics and present findings clearly to leadership

Schedule: Monday to Friday 7:30am-4:30pm

  • Additional hours may be required at month -endyear-end, budgeting, or audit periods

Crane Carrier (Canada) Limited offers a stimulating workplace based on open collaboration, personal development, and future opportunity. Our continued success thrives on the attraction and retention of spirited people who share our passion for service.

Physical Requirements:

The physical demands described here are representative of those that must be met by an associate to successfully perform the primary duties of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the primary duties.

  • The work is active
  • Typically the associate will lift, pull and move heavy duty truck parts that might be in excess of 50 lb
  • The associate will also have to do the following throughout the day: walking, bending, twisting, stepping, stooping, reaching, lifting, and pushing

Work Environment:

The work environment characteristics described here are representative of those an associate encounters while performing the primary duties of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the primary duties.

  • While performing the primary duties of the job, the associate will be regularly exposed to dirt, dust, fumes, and noise and temperature variances

Pay based on experience 90,000-115,000

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