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Cfa Jobs in Alberta (NOW HIRING)

National Bank

Associate Wealth Advisor

Calgary, AB · On-site

CIM or CFA * Financial Planner or any other accreditation related to the field, an asset * Willingness to offer quick and efficient service to clients * Knowledge of taxation, an asset * Recognized ...

National Bank

Associate Wealth Advisor

Calgary, AB · Hybrid

Retail Securities Exam CIM or CFA Financial Planner or any other accreditation related to the field, an asset Willingness to offer quick and efficient service to clients Knowledge of taxation, an ...

Rohit Management Inc

Treasury Analyst

Edmonton, AB · On-site

CFA charterholder or candidate strongly preferred , with Level II or III candidates in good standing welcome to apply. CPAs with demonstrable capital markets, credit, or corporate finance experience ...

Petroliam Nasional Berhad

Planning Analyst

Calgary, AB · On-site

A designation such as CFA, CPA, or MBA would be considered an asset * Experience within the unconventional sector of the oil and gas industry is required * Experience with Enersight, ValNav, or ...

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Showing results 21-40

All JobsCfa JobsCfa Jobs in Alberta

Cfa information

See Alberta salary details

$8

$27

$69

How much do cfa jobs pay per hour?

As of Aug 17, 2026, the average hourly pay for cfa in Alberta is $27.43, according to ZipRecruiter salary data. Most workers in this role earn between $12.50 and $36.78 per hour, depending on experience, location, and employer.

What is a CFA?

A CFA, or Chartered Financial Analyst, is a professional credential offered by the CFA Institute to finance and investment professionals. Earning the CFA designation demonstrates expertise in investment analysis, portfolio management, and ethical standards. The program consists of three rigorous exams and requires candidates to have relevant work experience. CFAs are highly respected in fields such as asset management, research analysis, and financial advising.

What does a CFA do?

As a chartered financial analyst (CFA), your job is to help with investment analysis and portfolio management. The CFA Institute, an independent organization that assesses the skill of candidates in areas like money management, security analysis, ethics, and accounting, offers this certification to applicants who pass its tests. Holders of the CFA certification often work closely with finance and banking companies to manage projects and provide documentation for clients and investors. This certification does not open positions all by itself, but many employers look for CFA certification in addition to other education and experience.

What are the key skills and qualifications needed to thrive as a CFA, and why are they important?

To thrive as a CFA, you need strong analytical abilities, deep knowledge of financial markets, investment principles, and typically the CFA charter, which requires passing three rigorous exams. Proficiency with financial modeling tools, Bloomberg terminals, and advanced Excel functions is essential. Exceptional attention to detail, ethical judgment, and effective communication skills help set top performers apart. These skills are crucial for making sound investment decisions, maintaining client trust, and succeeding in the highly competitive finance industry.

What are some common challenges faced by CFAs when working on cross-functional teams?

Chartered Financial Analysts (CFAs) often collaborate with professionals from other departments, such as marketing, operations, or IT, especially when working on investment strategies or risk assessments. One common challenge is effectively communicating complex financial concepts to colleagues who may not have a finance background. CFAs must also balance differing priorities and timelines, ensuring that financial insights are integrated into broader business decisions. Developing strong interpersonal and presentation skills can help overcome these hurdles and lead to more successful collaborations.

What is the difference between Cfa vs Chartered Financial Analyst?

AspectCfa
CredentialsRequires passing three levels of exams, relevant work experience, and adherence to ethical standards
Work EnvironmentFinancial analysis, investment management, portfolio management
Industry UsageWidely recognized in finance, asset management, and investment sectors

The Cfa designation is a globally recognized credential for finance professionals specializing in investment analysis and portfolio management. It involves rigorous exams and ethical standards, preparing individuals for roles in asset management, research, and financial analysis. The Cfa is highly valued in the finance industry for its focus on investment skills and ethical practices.

What kind of jobs can a CFA get?

A CFA charterholder can pursue roles such as financial analyst, portfolio manager, investment analyst, risk manager, or research analyst. These positions typically involve analyzing financial data, managing investment portfolios, and making investment decisions, often requiring strong analytical skills and knowledge of financial tools and regulations.
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Cfa jobs near you
Infographic showing various Cfa job openings in Alberta as of August 2026, with employment types broken down into 78% Full Time, 20% Part Time, and 2% Contract. Highlights an 77% Physical, 13% Hybrid, and 10% Remote job distribution, with an average salary of $57,059 per year, or $27.4 per hour.

Licensed Associate

Klopp Richards and Associates

Calgary, AB

Full-time

Posted 23 days ago

Job description

Job Description Our Calgary client is looking for a Licensed Investment Associate who will report to an Investment Advisor, and you will leverage your industry knowledge, business development and customer service skills to provide exceptional customer and financial services to our clients and internal partners. As the Investment Associate, you will: Research, analyze and execute trade orders across a portfolio of securities in an accurate and timely manner Process a variety of account activities (converting RRSP to RRIF, setting up RRIF payments, estates, beneficiary updates, etc.) Process a variety of transactions (ex: issuing cheques, deposits, contributions and withdrawals, incoming and outgoing transfers) Process trades and provide quotes Assist in researching products, services, and investment opportunities (equites, bonds, structured notes, discretionary products etc.) Assist with business development by coordinating opportunities with Centers of Influence, following up on prospective client leads, using a CRM tool to develop pipeline and opportunities for revenue and asset under administration growth Help draft the client financial newsletter by gathering information; preparing and editing articles; designing graphic presentation; preparing and distributing to clients Respond to client emails and phone calls in a timely, warm and friendly manner Proactively maintain current knowledge of policy and procedure changes within the firm and industry Commit to a rigorous follow up relating to all client transactions to ensure proper processing and minimize errors Maintain client files to ensure all documentation and notes are compliant within industry regulations. Acts as a resource person for clients (ex: generating specialized reports, questions about specific products) Provide client account reports, portfolio reviews, tax reports, etc

Perform other duties as assigned Your education and qualifications include: A minimum of 5 years' industry experience, preferably in an administrative, trading or operational capacity Diploma in business administration, accounting, finance, or similar field of study, Bachelor's degree preferred Professional designation such as PFP, CFA or CFP considered an asset Comprehensive knowledge of topics related to the financial and securities industry, including investment and insurance products and services Strong organizational skills with excellent attention to detail Demonstrate a reliable work ethic with the ability to manage multiple, competing priorities Ability to adapt quickly to changing needs and work requirements Customer-focused attitude with a commitment to providing extraordinary Demonstrate a high proficiency in Microsoft Office tools and financial software Conditions of Employment: Must be legally eligible to work in Canada Current and maintained registration as an IR, including completion of all courses and experience requirements, with IIROC with the ongoing requirement to fulfill Continuing Education requirements Completion of CSC and CPH A background check, satisfactory to the employer, will be required of the successful applicant prior to commencing employment If you are interested in this opportunity, please send a copy of your resume to Amy at aanderson@klopprichards.com quoting JOB-5637. Klopp Richards & Associates would like to thank all applicants in advance for their interest in this opportunity.

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