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Associate Financial Representative Jobs in Edmonton, AB

PVH

Floor Supervisor - Part time

Edmonton, AB · On-site

... associates and consumers. Join us and have a meaningful impact on the world - and - endless ... You will deliver a top-notch customer experience that represents our brand's minimalist and sensual ...

RSM

Payroll and Accounting Technician

Edmonton, AB · On-site

CA$68K - CA$108K/yr

Preparing financial statements * Maintaining depreciation schedules, reconciling complex accounts ... The salary range (or starting rate for interns and associates) for this role represents numerous ...

Giant Tiger

Store Supervisor (Full-Time)

Edmonton, AB · On-site

... this posting represents a current opportunity at Giant Tiger. Job Title Store Supervisor ... Training and Communicating policies and procedures to department Associates on a daily basis; * E.g.

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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.

Aerie - Merchandising Team Leader (Assistant Manager)

American Eagle Outfitters, Inc.

Edmonton, AB • On-site

Full-time

Re-posted 20 days ago

American Eagle Outfitters rating

5.6

Company rating: 5.6 out of 10

Based on 620 frontline employees who took The Breakroom Quiz

68th of 104 rated fashion retailers

Job description

YOUR ROLE
As the full-time Merchandising Team Leader, you are the Store Team Leader's "go-to" in developing and implementing the Merchandising strategy for the store. Your passion lies in training and coaching your team into great merchants delivering AEO brand Visual standards every day.  Through your leadership, your team always nails floorset execution, and rocks merchandising and marketing brand standards. You ensure the store is always "guest ready" through effective replenishment. Most importantly, you represent our company values and bring your REAL self to work every day.

 
YOUR RESPONSIBILITIES
  • You have a passion for driving sales: As a key LOD (Leader on Duty), you're an expert at driving sales by maximizing Fitting Room and Salesfloor productivity and building guest loyalty through a best-in-class guest experience. You contribute to the overall financial success of the store by analyzing reporting and daily trends to make strategic business decisions. You're the Store Team Leader's right hand in developing short and long-term business plans to drive key KPIs.
  • You're a merchandising innovator: You coach your team to deliver an outstanding guest experience by ensuring your store is always representative of AEO Brand Standards. You ensure your store stays in tip-top shape by #leading day-to-day merchandising, sell-through adjustments and replenishment. You have a keen eye for merchandising opportunities and are always ready with a  game plan to take action!
  • You're a people leader: You're all about motivating and inspiring your team through AEO's core values. You're a role-model  leader and you always hold your team accountable to rocking AEO's customer service standards, especially on the Salesfloor and in the Fitting Room.
  • You've got an eye for talent and a love of training: You make it a top priority to recruit and hire strong talent to ensure the store is always staffed to meet business needs. You take pride in training and developing your team to ensure they continue to provide outstanding service to the best of their abilities.
  • You know that teamwork makes the dream work: You know that building a great team requires you to consistently provide ongoing performance feedback through real-time coaching. You make team touchbases, development plans, and performance reviews a priority and you drive associate engagement by celebrating your team's outstanding performance - #winning!
  • You're an operational innovator: You're a natural at executing and innovating daily operational procedures, you support the team in maintaining visual standards throughout every zone in the store, and most importantly, you ensure the Fitting Rooms are always guest-ready and rocking AEO Brand Standards.
  • Integrity is your middle name: You ensure store safety standards are maintained, you're committed to Asset Protection standards, you always adhere to AEO's policies and procedures, and you do the right thing - always.
YOU'D BE GREAT FOR THIS ROLE IF:
  • You love AE and Aerie products!
  • You've led teams in a retail management role previously - #practicemakesperfect!
  • You can multi-task and have attention to detail; priority-setting and time management are your strong suits.
  • You know how to lead and develop teams and have a general understanding of employment law.
  • Business acumen? You've got it!
  • You have flexible availability - you're available to work when the guest shops!
OUR ASSOCIATES LOVE AEO BECAUSE:
  • They work with REAL people - there's nothing like your #AEOFamily.
  • They're given opportunities for development, the chance to learn new skills, and are offered great potential for career advancement.
  • They receive 40% off product at both AE & Aerie year-round (plus additional seasonal discounts with new Floorsets!)
  • They participate in store contests for the chance to win FREE merchandise and other exclusive prizes.
Built on a platform of power, positivity and no photo retouching - inspiring people to love their real selves. Aerie is a fast-growing lifestyle brand offering intimates, apparel, activewear, and swim collections. With the #AerieREAL movement, we celebrate our community by advocating for body positivity and the empowerment of all women. As part of our Real Good promise, we create swimsuits, bras, and underwear with materials made from recycled polyester, recycled nylon fabric or sustainably sourced cotton.
AEO is an Equal Opportunity Employer and is committed to complying with all federal and provincial equal employment opportunity and human rights laws. AEO prohibits discrimination against associates and applicants for employment because of the individual's race, national or ethnic origin, color, religion, age, sex, sexual orientation, marital status, family status, disability, a conviction for which a pardon has been granted or any other ground protected by applicable human rights legislation. This applies to all AEO activities, including, but not limited to, recruitment, hiring, compensation, assignment, training, promotion, performance evaluation, discipline and discharge. AEO also provides reasonable accommodation of religion and disability in accordance with applicable law.
For Brand Ambassador and Stock positions, hiring will be based on need - however, applications are accepted on an ongoing basis, and there may not be an opening immediately available when you apply.  For all other jobs, applications will be accepted until the Apply Before date (if applicable), but may be extended based on applicant volume.

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