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Entry Level Financial Planner Jobs in Alberta (NOW HIRING)

With a focus on financial reporting and analysis, this role is perfect for someone who thrives in a ... Proficiency in forward planning and project management . * Excellent computer skills and ...

New

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

Join our team as an entry level Data Entry/Asset Administrator, where you'll play a key role in ... Experience with ERP systems; JDE , Coupa experience is an asset * Proficiency in Microsoft Office ...

New

... financial, and emotional wellbeing. Become a member of the Johnson Controls family and thrive in an ... The is an entry level position accountable for accurate data transactions in the ERP (Sage/SAP ...

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 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 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 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 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.

How to get an entry-level job in financial planning?

To secure an entry-level financial planning position, candidates should obtain relevant education such as a bachelor's degree in finance, economics, or a related field, and consider earning certifications like the Certified Financial Planner (CFP) designation. Gaining experience through internships or related roles, developing strong analytical and communication skills, and familiarizing oneself with financial planning software can improve job prospects.

What is the best entry-level financial planner job?

An entry-level financial planner position typically involves assisting clients with financial goals, preparing financial plans, and supporting senior planners. These roles often require a relevant degree, strong communication skills, and may lead to certifications like the CFP (Certified Financial Planner). Entry-level jobs are available at financial advisory firms, banks, and insurance companies, with schedules usually full-time during standard business hours.

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 August 2026, with employment types broken down into 1% As Needed, 81% Full Time, 16% Part Time, and 2% Contract. Highlights an 88% Physical, 4% Hybrid, and 8% Remote job distribution.

Woodlands Accountant

Tolko

High Level, AB

CA$60K - CA$80K/yr

Full-time

Posted yesterday

New


Job description

Woodlands AccountantHigh Level, Alberta

Our Woodlands Accountant is crucial to Tolko Woodlands operations, ensuring the financial procedures and systems are accurate and efficient. With a focus on financial reporting and analysis, this role is perfect for someone who thrives in a dynamic environment and is passionate about finance and accounting. If this sounds like the ideal opportunity for you, read on to learn more!
We’re looking for a Woodlands Accountant to join our Woodlands Finance Team in High Level, Alberta. High Level Woodlands manages Tolko's tenure and fibre supply supporting our High Level Lumber Division. We are dedicated to sustaining these areas to the benefit of all who live and work there.
Our ideal candidate has the following qualifications:

  • University degree or diploma in accounting, or equivalent is an asset.
  • CPA designation is preferred but not required.
  • Minimum of two years related experience.
  • Ability to work in a team environment.
  • Excellent interpersonal, time management, attention to detail, and communication skills.
  • Proactive approach to problem-solving with strong analytical and decision-making capability.
  • Proficiency in forward planning and project management.
  • Excellent computer skills and proficiency with Microsoft Office suite.
  • General knowledge of the forest industry is an asset.


We value diversity at Tolko and know that experience and knowledge come in many forms.  Even if you don't have all the qualifications above, please apply. We would love to hear your story and have you grow with us. 
In this role you will: 

  • Assist in month-end financial reporting, including variance reports and account analysis.
  • Prepare and update financial statement formats, reconciliations, and journal entries.
  • Work closely with Accounts Payable to review and post invoices and expense reports, ensuring internal controls are followed.
  • Assist Operations in the compilation and accounting of fixed assets and inventories.
  • Assist in preparing the year-end audit file, annual budget, and forecasts.
  • Operate in a safe manner in accordance with work safe rules, regulations, and policies.


So, what’s in it for you?  

  • You’ll take on anexciting challengewithsupportive team members
  • You’ll earn acompetitive salarybased on your skills, experience and designation. The expected base salary range for this position is$60,000 - $80,000 per year.
  • You'll earn an additional northern allowance on top of your base pay.
  • You will be eligible to participate in Tolko’sbonus program. 
  • Competitive benefitsandretirement packagescome standard, so you don’t have to choose between your bottom line and your wellbeing or your future. 
  • You may also be eligible for relocation support including community connections so you can live (and play) where you work. 
  • Continuedprofessional developmentthrough on the job and classroom training and reimbursement of tuition and membership fees. 
  • Apositive, innovative, and inclusive work environment


If you want to work in a sustainable, future focused industry, there is no better place than Tolko. Our family has been producing innovative forest products for 70 years. Our focus remains on sustainably managing our forests and our business for upcoming generations. 
We want YOU to join our family. Come Grow Here! Apply today at www.tolko.com/careers. 
Want to know what it’s like to work for Tolko? Hear what our employees have to say!  


About High Level

Located in the beautiful northwestern region of Alberta, High Level is home to over 4,000 people. Surrounded by unspoiled nature, the town has endless outdoor activities to explore, along with an in-town swimming pool, hockey arena, yoga studio, golf course and many more amenities.   Watch this video to learn about the community and find out why life is better here.  

To protect the privacy of your personal information, please ensure that when you apply, you are directed to Tolko’s job board at https://recruiting.ultipro.ca or you are accessing Tolko job opportunities through our website at www.tolko.com/careers.