2

Entry Level Financial Planner Jobs in Alberta (NOW HIRING)

Municipal Accountant

Lloydminster, AB · On-site

CA$39.86 - CA$43.53/hr

Reporting directly to either the Manager, Accounting Services, or the Manager, Financial Planning and Analysis, the Municipal Accountant will be responsible for the most complex (many components or ...

Support Head Coach with administrative, logistical, financial & personnel requirements for the ... NCCP Entry Level sport specific training Skills * Enthusiastic, passion for sport-minded ...

This entry-level sales role is designed for individuals eager to learn the full sales cycle, with a ... Collaborate with Account Managers and Directors to support territory planning and workforce ...

Entry Level Financial Planner information

What are the key skills and qualifications needed to thrive as an Entry Level Financial Planner, and why are they important?

To thrive as an Entry Level Financial Planner, you need a foundational understanding of financial concepts, personal finance, and investment strategies, usually supported by a relevant degree such as finance, accounting, or economics. Familiarity with financial planning software, Microsoft Excel, and pursuit or possession of certifications like CFP or Series 7 is typical. Strong interpersonal skills, active listening, and ethical judgment are essential for building trust and understanding client needs. These skills and qualities are crucial for providing sound financial advice and establishing lasting client relationships in a competitive industry.

What Does an Entry-Level Financial Planner Do?

As an entry-level financial planner, your duties are to assist your clients to plan and meet their financial goals. Your responsibilities are to understand their current financial situation and recommend particular investments or other opportunities that can provide short-term and long-term financial stability. In an entry-level position, you may also perform administrative, sales, and marketing work in addition to advising clients. Some financial planners work exclusively with individuals, while others may specialize in small business planning or other fields. Typically, as an entry-level financial planner, you get a chance to work in different areas in order to choose a career path.

What is the difference between Entry Level Financial Planner vs Financial Advisor?

AspectEntry Level Financial PlannerFinancial Advisor
CertificationsTypically requires CFP or similarOften holds CFP, CFA, or other certifications
Work EnvironmentEntry-level roles in financial firms, banks, or planning firmsVaries from independent to corporate firms, client-facing
Job ResponsibilitiesAssisting with financial plans, research, client supportProviding financial advice, managing client portfolios

While both roles involve financial planning and may require similar certifications, an Entry Level Financial Planner primarily supports senior staff and handles foundational tasks. A Financial Advisor typically offers direct advice to clients and manages their investments. The entry-level position is ideal for gaining experience before advancing to a full advisory role.

What does an Entry Level Financial Planner do?

An Entry Level Financial Planner assists clients with managing their finances, including budgeting, saving, investing, and planning for retirement. They typically work under the supervision of experienced financial planners to analyze clients’ financial situations and recommend suitable strategies. Duties may include preparing financial plans, researching investment options, and helping clients set and achieve financial goals. This role is a starting point for those pursuing a career in financial planning, offering the opportunity to gain valuable experience and work toward professional certifications.

What are some common challenges faced by entry level financial planners during their first year on the job?

Entry level financial planners often face challenges such as building a client base from scratch, learning to effectively communicate complex financial concepts to clients, and staying updated on constantly changing financial regulations. They also need to adapt quickly to using a variety of financial planning software and tools. Navigating these challenges requires strong organizational skills, persistence, and a willingness to seek guidance from more experienced colleagues.
What are the most commonly searched types of Financial Planner jobs in Alberta? The most popular types of Financial Planner jobs in Alberta are:
What are popular job titles related to Entry Level Financial Planner jobs in Alberta? For Entry Level Financial Planner jobs in Alberta, the most frequently searched job titles are:
What job categories do people searching Entry Level Financial Planner jobs in Alberta look for? The top searched job categories for Entry Level Financial Planner jobs in Alberta are:
What cities in Alberta are hiring for Entry Level Financial Planner jobs? Cities in Alberta with the most Entry Level Financial Planner job openings:
Infographic showing various Entry Level Financial Planner job openings in Alberta as of July 2026, with employment types broken down into 84% Full Time, 13% Part Time, 1% Temporary, and 2% Contract. Highlights an 95% Physical, 1% Hybrid, and 4% Remote job distribution.

Municipal Accountant

Lloydminster

Lloydminster, AB • On-site

CA$39.86 - CA$43.53/hr

Full-time

Posted 10 days ago


Job description

Position Posting
Municipal Accountant
 (1 Position Available)
 
Term of Employment:Full-time, ContinuingRate of Pay:Band 6: $39.86 - $43.53 per hour (Subject to CUPE 1015 Agreement) Location:City HallDuties:
Reporting directly to either the Manager, Accounting Services, or the Manager, Financial Planning and Analysis, the Municipal Accountant will be responsible for the most complex (many components or steps) and some complicated (degree of difficulty) routine and non-routine accounting duties such as journal entries, general ledger reconciliations, and financial reporting.
The Municipal Accountant will support the production of monthly reports, provide analysis and commentary for budget vs. actuals, capital project progress reports, cost recovery, and special non-routine requests, for management review.
Additionally, it is expected that the Municipal Accounting will work directly with their respective manager to recommend and implement improvements to accounting processes, policies, and financial controls, in the sprit of continuous improvement.
A successful Municipal Accountant requires a strong understanding of accounting, financial systems, data, and internal controls to ensure the integrity of the financial data with the City’s Enterprise Resource Planning (ERP) system.
General areas of knowledge and responsibility:
  • Most complex and some complicated journal entries
  • Most complex and some complicated account reconciliations
(including control accounts related to sub-ledgers, such as accounts receivable, accounts payable, inventory, business licenses, utilities, and taxes)
  • Bank reconciliation
  • Accounting for tangible capital assets
  • Accounting for grants
  • Accounting for investments
  • Accounting for debt
  • Budget vs. actual reports – operating/capital
  • Quarterly financial statements
  • GST/PST remittances
  • Progress payment/holdback review
  • System configuration and troubleshooting
  • Other accounting tasks that are complex and complicated in nature, as required
  • Maintain a calm demeanor in stressful or emergent situations when expectations change, or things don’t go as planned
  • Provide coverage for all levels of accounting clerks, as required
Financial Reporting
  • Support accurate collection of all financial data as required to produce quarterly financial statements.
Internal Controls
  • Identify areas of improvement and provide recommendations to strengthen internal controls to enhance the reliability of financial information.
Management Reporting
  • Support the accurate collection of financial data from the core financial system into the project accounting system, and budgeting software to produce monthly budget vs. actuals, capital project reports, etc.
  • Provide training/mentorship to other team members and external departments as it relates to project accounting (JAOs), budget, and analysis, etc.
Budget, Forecasts, and Analysis
  • Support the budgeting process by entering complicated information into the budgeting software such as inter-departmental expenses for management review. 
  • Support the analysis of the operating and capital budgets, as required for management review.
Business Processes and Procedures
  • Identify and provide recommendations to improve financial and administrative policies and procedures.
  • Support the implementation of new policies and procedures.
  • Commitment to continuous improvement.
Business Partner
  • Support the respective finance manager on interdepartmental projects or business processes.
Treasury and Debt Management
  • Support the accurate collection of financial information to produce financial projections and non-routine requests related to cash, debt, etc. 
Records Management
  • Responsible to monitor the retention and disposal of all finance related municipal records.
Education and Development
  • Provide training/mentorship to other team members and external departments as it relates to purchase orders, receiving, payment issuance, invoicing, and other accounting processes to support accurate accounting of financial information.
  • Provide training sessions/presentations for specific groups.
Project Management
  • Lead internal finance related non-routine projects that are complex and complicated in nature that might include other team members.
Leadership
  • Demonstrate personal commitment to quality financial management.
  • Invest time in personal professional development. 
  • Provide insightful, motivating, and constructive feedback to support continuous improvement in the department.
  • Have a high standard of ethics and confidentiality.
  • Maintain a positive public image as pertains to the City of Lloydminster.
Coaching and Mentoring
  • Support the team in its growth and development by investing time in sharing skills by training other team members.
  • Develop, document, and then present a new process to educate users with management guidance. Review and guide others through this process.
Other
  • Other related duties as required.
Schedule:
 The position is office based. Normal working hours are 8:00 a.m. – 5:00 p.m. with the occasional requirement to work outside these standard hours.Qualifications:
  • A graduate from a recognized post-secondary institution with a Bachelor of Commerce or Bachelor of Business Administration with a major in Accounting or Finance is mandatory.
  • A minimum of 4 years relevant accounting experience is mandatory.
  • A designated Chartered Professional Accountant (CPA) or candidate and other relevant post-graduate credentials will be considered in the absence of the minimum relevant accounting experience.
  • Ability to think critically and problem-solve independently.
  • Self-motivated and can work independently with little direction.
  • Proven ability to maintain a strong attention to detail, a high level of accuracy and meet deadlines while working under pressure.
  • Demonstrates strong technical accounting competency.
  • Strong knowledge of Microsoft Office and accounting software such as Diamond GP, Pearl by WorkTech, or Questica.
  • Strong professional communication skills with the ability to be clear and concise both verbally and in written correspondence with all levels of staff, and external stakeholders or partners.
  • Ability to speak in public and has developed presentation skills.
  • Adaptable to changing priorities and can manage time while maintaining accuracy and meet deadlines.
  • Ability to establish and maintain effective working relationships; respectful, open-minded, collaborative and a reliable team member.
  • Willingness to take on leadership opportunities such as leading projects independently.
  • Strong research, analytical, and report writing skills.
  • Relevant municipal experience would be considered an asset.
  • Must demonstrate a high standard of ethics and confidentiality.
  •  Able to promote a positive and pleasant culture with pride in the organization.
Pre-Employment Requirements:
  • Satisfactory Criminal Record Check.
  • Successful applicant must provide proof of qualifications.
  • Applicants with international education will be required to include an Academic Credential Assessment with application.
Closing Date:July 31, 2026Posting Type:Internal & ExternalApplication Information:The City of Lloydminster offers consistent working hours that afford a positive quality of life, a competitive salary/benefit package, and is an equal opportunity employer.  If you have questions or require further information on this position, please contact us.  All applications must be sent to the Employee Relations team and received by the closing date.

Powered by JazzHR

0rYHbIvWqG