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Associate Financial Representative Jobs in Edmonton, AB

Td

PIA Client Service Associate

Edmonton, AB · On-site

CA$43K - CA$56K/yr

Successful candidates willbe requiredto be licensed as an Investment Representative (IR) with the ... TD is one of the world's leading global financial institutions and is the fifth largest bank in ...

SENORIA SENIOR HEALTH & LIVING INC.

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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 ...

Aspire IT Systems LLC

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Account Associate - Remote - Canada

Edmonton, AB · Remote

CA$50K - CA$65K/yr (+ commission)

Open new logos across a wide base, enterprise, retail chains, financial institutions, SMB IT buyers ... Represent Aspire at customer meetings, partner sessions, and targeted industry events. What you ...

PwC

Deals - Real Assets - Manager

Edmonton, AB · On-site

CA$112K - CA$162K/yr

Perform financial, commercial, and market analyses related to infrastructure and project finance ... Train, coach, and review work completed by Associates and Senior Associates across multiple ...

New

Tjx

Assistant Store Manager

Edmonton, AB

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

Spruce Grove, AB

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.

EPCOR

Specialist, Regulatory Affairs

Edmonton, AB · On-site

... financial, operational, technical and regulatory aspects of applications and projects are ... As a Specialist, you represent EPCOR in the various regulatory and consultation processes while ...

EPCOR

Specialist, Regulatory Affairs

Edmonton, AB · On-site

... financial, operational, technical and regulatory aspects of applications and projects are ... As a Specialist, you represent EPCOR in the various regulatory and consultation processes while ...

EPCOR

Specialist, Regulatory Affairs

Edmonton, AB · On-site

... financial, operational, technical and regulatory aspects of applications and projects are ... As a Specialist, you represent EPCOR in the various regulatory and consultation processes while ...

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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 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:

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.

PIA Client Service Associate

Td

Edmonton, AB • On-site

CA$43K - CA$56K/yr

Full-time

Posted 13 days ago

Job description

Work Location:

Edmonton, Alberta, Canada

Hours:

37.5

Line of Business:

TD Wealth

Pay Details:

$43,300 - $56,700 CADThis role is eligible for commission based earnings.

TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Our compensation policies and practices have been designed to allow colleagues to progress through the salary range over time as they progress in their role. The base pay actually offered may vary based upon the candidate's skills and experience, job-related knowledge, geographic location, and other specific business and organizational needs.

As a candidate, you are encouraged to ask compensation related questions and have an open dialogue with your recruiter who can provide you more specific details for this role.

Job Description:

TD Private Wealth Management takes a sophisticated and holistic goals discovery approach to wealth planning and protection toprovidehighly personalized advice, solutions, and service to clients.

TD Private Investment Adviceoffers clients the chance to createone-on-one relationship with a dedicated and professional Investment Advisor(IA), whilemaintainingactive participation in decisionsregardingtheir investment portfolio.It'sa very specialand supportive place to begin - and grow - a lasting, progressive, and rewarding career in wealth.

Are you admired for your attention to detail, exactingstandardsand willingness to help others deliver a legendary customer experience to our high value clients? If so, then get onboard for the position ofPIA Client Service Associate. In this role, you will provide dedicated specialized administrative support to an Investment Advisor or team of Advisors on diverse assignments. You may also correspond with clients and other branch staff. In this frontline role, your first impressions will leave lasting results on our business and customer experience.

In addition, you will:

  • Prepare documentation and provide updates to IAs in preparation for client meetings

  • Create reports for analysis of client accounts; communicate with customers to provide mentorship on products and services, andidentifyreferral opportunities

  • Accept/create leads and ensure correct referral coding administration

  • Submit marketing pieces for approval, compile client information packages,maintainmarketing materials

  • Become familiar withand adhere to compliance requirements, including all aspects of new and existing account documentation and marketing materials

  • Providea high levelof client service which includes responding to phone, mail and electronicenquiries based on knowledge offull-servicebrokerage

  • Deliver the 'gold standard' client experience at every interaction with team members,colleaguesand clients; prioritize and handle own work and consistently exercise discretion

  • Adhere to all policies and procedures andmaintaina culture and operation of risk management

  • Use insights to continually improve individual and team performance for clients

  • Participate fully as a team member, continuallyimprovingknowledge andkeepingothers informed and up to date about status and progress,issuesor other related activities

Job Requirements

  • Undergraduate degree or community college diploma preferred

  • Successful candidates willbe requiredto be licensed as an Investment Representative (IR) with the Canadian Investment Regulatory Organization (CIRO)

  • 1-2 years of relevant experience, ideally in banking, administrative roles, or related fields

  • Strong communicationskills with the ability to build relationships and work collaboratively, confidentially, and independently

  • Knowledge of wealth management and/or operations is an asset

  • Knowledge of investment products is an asset

Who We Are:

TD is one of the world's leading global financial institutions and is the fifth largest bank in North America by branches/stores. Every day, we strive to make every interaction, product, and experience remarkably human and refreshingly simple for over 27 million households and businesses in Canada, the United States and around the world. More than 95,000 TD colleagues bring their skills, talent, and creativity to foster deeper relationships, ensure disciplined execution, and build a simpler, faster banking experience. TD is deeply committed to being a leader in client experience, that is why we believe that all colleagues, no matter where they work, are client facing. Together, we are reimagining what banking can be for our clients, colleagues and communities.

Our Total Rewards Package
Our Total Rewards package reflects the investments we make in our colleagues to help them and their families achieve their financial, physical, and mental well-being goals. Total Rewards at TD includes a base salary, variable compensation, and several other key plans such as health and well-being benefits, savings and retirement programs, paid time off, banking benefits and discounts, career development, and reward and recognition programs. Learn more

Additional Information:
We're delighted that you're considering building a career with TD. Through regular development conversations, training programs, and a competitive benefits plan, we're committed to providing the support our colleagues need to thrive both at work and at home.

Please be advised that this job opportunity is subject to provincial regulation for employment purposes. It is imperative to acknowledge that each province or territory within the jurisdiction of Canada may have its own set of regulations, requirements.


Colleague Development

If you're interested in a specific career path or are looking to build certain skills, we want to help you succeed. You'll have regular career, development, and performance conversations with your manager, as well as access to an online learning platform and a variety of mentoring programs to help you unlock future opportunities.

If you're passionate about helping clients and building deep, lasting relationships, TD offers diverse career paths where you can grow your expertise and make a meaningful impact.

We're committed to your success and foster a respectful workplace where diverse perspectives are valued, everyone has fair opportunities to grow, and you can unlock your full potential to achieve your career goals. Here at TD, we hire and develop the best.

Training & Onboarding
We will provide training and onboarding sessions to ensure that you've got everything you need to succeed in your new role.

Interview Process
We'll reach out to candidates of interest to schedule an interview. We do our best to communicate outcomes to all applicants by email or phone call.


Accommodation
Your accessibility is important to us. Please let us know if you'd like accommodations (including accessible meeting rooms, captioning for virtual interviews, etc.) to help us remove barriers so that you can participate throughout the interview process.
We look forward to hearing from you!

Language Requirement (Quebec only):

Sans Objet

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