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Associate Financial Services Jobs in Alberta (NOW HIRING)

We offer independent financial advisory and investment banking services to both private and public ... Our growing diversified investment banking team is seeking Experienced Analysts /Associates to join ...

We offer independent financial advisory and investment banking services to both private and public ... Our growing diversified investment banking team is seeking Experienced Analysts /Associates to join ...

Line of Service Advisory Industry/Sector Not Applicable Specialism Banking & Finance Management Level Senior Associate & Summary A career in our Finance Transformation practice, within Consulting ...

At the end of the day, our goal is simple: to provide exceptional service to our clients while ... We encourage our associates at all levels to: Grow professionally and inspire others to do the same.

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Associate Financial Services information

What is the difference between Associate Financial Services vs Financial Analyst?

AspectAssociate Financial ServicesFinancial Analyst
Required CredentialsBachelor's degree, possibly certifications like CFA or CFPBachelor's degree, often CFA or related certifications
Work EnvironmentFinancial institutions, banks, investment firmsCorporations, investment firms, banks
Employer & Industry UsageEntry-level role in finance sectorAnalyzing financial data, investment decisions

The main difference is that Associate Financial Services typically refers to entry-level roles supporting financial operations, while Financial Analysts focus on analyzing financial data to guide investment and business decisions. Both roles often require similar credentials and are found in similar environments, but their core responsibilities differ.

What is an associate financial services?

Associate Financial Services typically refers to entry-level or early-career professionals who support financial advisors, analysts, or managers in banks, investment firms, or other financial institutions. Their responsibilities may include client communications, preparing financial reports, conducting market research, and assisting with account management. Associates often gain foundational experience in financial products and services, compliance, and customer service. This role serves as a stepping stone to more advanced positions in finance, such as financial analyst or advisor.

What are some typical challenges faced by associate financial services professionals when managing client portfolios?

Associate Financial Services professionals often encounter challenges such as balancing multiple client needs, staying updated on market trends, and managing tight deadlines for reporting and compliance. They must also ensure clear communication with clients to explain complex financial concepts and recommendations. Collaboration with senior advisors and other departments is essential for delivering comprehensive solutions, and strong organizational skills help in managing diverse portfolios efficiently.

What are the key skills and qualifications needed to thrive as an associate financial services?

To thrive as an Associate in Financial Services, you need strong analytical abilities, financial acumen, and a relevant degree such as finance, business, or economics. Familiarity with financial modeling tools, CRM systems, and proficiency in Excel are typically required, with certifications like the CFA or Series 7 often preferred. Excellent communication, attention to detail, and client relationship management skills set top performers apart. These skills are crucial for delivering accurate financial analysis, building trust with clients, and supporting the firm's strategic objectives.
What are the most commonly searched types of Financial Services jobs in Alberta? The most popular types of Financial Services jobs in Alberta are:
What cities in Alberta are hiring for Associate Financial Services jobs? Cities in Alberta with the most Associate Financial Services job openings:
Infographic showing various Associate Financial Services job openings in Alberta as of August 2026, with employment types broken down into 1% As Needed, 78% Full Time, 16% Part Time, 1% Temporary, and 4% Contract. Highlights an 91% Physical, 2% Hybrid, and 7% Remote job distribution.

Finance Services Analyst

Bowvalleycollege

Calgary, AB โ€ข On-site

Full-time

Posted 22 days ago


Job description

We are here to launch, advance, and evolve careers - join us and make an impact.

Job Description

About Bow Valley College

For 60 years, Calgary's college has grown to prepare 14,000 students annually for meaningful careers in health care, social services, business, technology, and creative industries. Every program has a Work Integrated Learning requirement, ensuring students contribute to the workplace before they graduate. With a strong focus on advanced simulation training and Alberta's evolving needs, Bow Valley College's new Health Care Centre of Excellence is working to expand space and programs, aimed at graduating four-times as many health professionals annually by 2036.

Proudly recognized as one of Canada's Top 50 Research Colleges, we combine innovative learning with hands-on experience. Home to Alberta's only major e-sports arena and a state-of-the-art digital production hub. Learn more about the opportunities Bow Valley College creates for students, Calgary, and Alberta at bowvalleycollege.ca.

Position Summary

Bow Valley College is seeking a collaborative and analytical Finance Services Analyst to join our Finance team. Reporting to the Associate Director, Financial Planning and Analytics, you will play a key role in providing financial reporting, forecasting, and analysis that supports informed decision-making across the College.

In this role, you will work closely with internal stakeholders to prepare financial reports, monitor project and grant funding, analyze financial performance, and provide recommendations that help ensure projects remain financially sustainable and compliant with funding agreements.

Your expertise in financial analysis, budgeting, forecasting, and reporting will contribute to the College's commitment to responsible financial stewardship and continuous improvement.

What You'll Be Doing:

As the Finance Services Analyst, you will provide financial expertise and analytical support to a diverse portfolio of projects, grants, and operational areas. Your responsibilities will include:

  • Prepare accurate and timely financial reports for internal stakeholders, funding agencies, donors, and government organizations, ensuring compliance with contractual and funding requirements.

  • Develop and maintain project budgets while monitoring expenditures, forecasting financial performance, and ensuring project information is accurately configured within financial systems.

  • Conduct variance, trend, scenario, and sensitivity analyses to identify financial risks, evaluate potential impacts, and recommend strategies to support sound financial decision-making.

  • Partner with project holders and Finance Partners to provide guidance on eligible expenditures, funding requirements, budget management, and corrective actions when needed.

  • Monitor contract and grant funding, assess the financial impact of project changes, and ensure forecasts remain current and aligned with project objectives.

  • Prepare monthly operational variance reports, project cash flow forecasts, journal entries, grant and contract revenue recognition, and balance sheet reconciliations.

  • Support annual budgeting, quarterly forecasting, ad hoc financial analysis, and proposal development across the College.

  • Collaborate with external auditors during annual financial audits and ensure financial information is complete, accurate, and well documented.

  • Educate College employees on financial policies, business processes, and funding requirements while promoting strong financial stewardship across Schools and Departments.

  • Identify opportunities to improve financial processes by developing automated reporting solutions, enhancing forecasting tools, and supporting the implementation of new accounting systems, policies, and procedures.

  • Contribute to special projects and other financial initiatives that support the evolving needs of the Finance team.

What Sets You Apart

You are a highly analytical finance professional who enjoys translating complex financial information into meaningful insights that support strategic decisions. You build strong relationships with stakeholders by providing thoughtful advice, clear communication, and practical solutions. Comfortable managing multiple priorities, you bring exceptional attention to detail while maintaining a broader understanding of organizational goals.

You thrive in a collaborative environment, enjoy solving complex financial challenges, and continuously look for opportunities to improve reporting processes, streamline workflows, and leverage technology to increase efficiency. Whether working independently or as part of a team, you are committed to accuracy, accountability, and delivering exceptional service.

Qualifications:

Minimum

  • Bachelor's Degree - Accounting, Business or a related discipline

  • Minimum 5 years' experience in a financial analysis and/or financial reporting position

  • Excellent communicator with strong written and verbal skills

  • Strong interpersonal skills with the capability of building and maintaining productive and supportive working relationships

  • Proficient user of computer software applications, including large integrated enterprise resource planning systems, data warehousing and business intelligence tools, and advanced spreadsheet skills

  • An equivalent combination of education and experience may be considered

Preferred:

  • Professional accounting designation - (CPA, CPA-CA, CPA-CGA, CPA-CMA)

  • Experience in post-secondary institutions is an asset

  • Ability to work well independently and within a team environment.

  • Experience in financial statement preparation, including notes to financial statements.

  • Experience in project accounting in relation to contracts, some cost accounting experience, experience with integrated ERP systems and management reporting, experience dealing with clients and auditors, document management experience.

  • Experience in budget preparation

  • Experience in spreadsheet financial modeling

  • Strong attention to detail.

  • Excellent written and verbal communication skills

Closing Date: Until a suitable candidate is found.

This opening is a continuous (Exempt) position. Please note all successful candidates will be required to provide copies of government issued identification and proof of educational qualifications upon hire and may be required to provide an enhanced police information check. If your education was received internationally, we will require you to provide an international education assessment through IQAS, WES, or one of the other nationally designated organizations upon hire.

Union :

Exempt

Diversity and Inclusion Commitment
Bow Valley College is strongly committed to fostering diversity and inclusion within our community. We welcome applications from qualified candidates who would contribute to the further diversification of our employees including, but not limited to, visible minorities, Indigenous peoples, persons with disabilities and persons of any sexual orientation or gender identity.