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Entry Level Financial Planning 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 Planning information

See Alberta salary details

$23.5K

$69K

$128K

How much do entry level financial planning jobs pay per year?

As of Aug 21, 2026, the average yearly pay for entry level financial planning in Alberta is $69,042.00, according to ZipRecruiter salary data. Most workers in this role earn between $43,000.00 and $93,000.00 per year, depending on experience, location, and employer.

What is entry level financial planning?

Entry level financial planning refers to roles where professionals help individuals or businesses manage their finances, such as budgeting, saving, investing, and planning for retirement. People in these positions typically work under the supervision of experienced financial planners and may assist with preparing client reports, researching investment options, and learning the basics of financial advising. These roles are ideal for recent graduates or those new to the finance industry who want to gain experience and work toward certifications like CFP (Certified Financial Planner). Entry level financial planners often develop strong analytical, communication, and client service skills, which are essential for career growth in the financial planning field.

What are the key skills and qualifications needed to thrive as an entry level financial planner?

To thrive as an Entry Level Financial Planner, you need a solid understanding of financial principles, analytical skills, and a bachelor's degree in finance, accounting, or a related field. Familiarity with financial planning software, spreadsheets, and pursuing certifications like CFP or Series 7/63 is often expected. Strong interpersonal skills, attention to detail, and the ability to communicate complex financial concepts clearly are vital soft skills. These competencies help ensure accurate planning, regulatory compliance, and client trust, which are essential for long-term success in financial services.

What are some common challenges faced by entry level financial planners, and how can they overcome them?

Entry-level financial planners often face challenges such as building a client base, gaining trust, and staying updated with evolving financial regulations. It can be intimidating to establish relationships with clients who may prefer more experienced advisors. To overcome these hurdles, new planners can focus on continuous learning, seek mentorship, and leverage networking opportunities within their firm or industry groups. Regularly attending training sessions and collaborating with senior team members can also accelerate skill development and confidence.

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

AspectEntry Level Financial PlanningFinancial Advisor
CertificationsBasic certifications (e.g., CFP® exam prep, FINRA licenses)Typically holds CFP®, Series 7, 66, or 65 licenses
Work EnvironmentInternships, entry-level firms, financial planning firmsIndependent or firm-based, client-facing roles
Job FocusAssisting with financial plans, research, data gatheringProviding personalized financial advice, client management
Experience Level0-2 years2+ years experience often required

Entry Level Financial Planning roles typically involve supporting financial advisors and gaining foundational knowledge, while Financial Advisors actively manage client portfolios and provide tailored financial advice. The entry-level position is a stepping stone toward becoming a licensed and experienced financial advisor.

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

To secure an entry-level financial planning position, candidates should obtain a relevant bachelor's degree such as finance, accounting, or economics, and develop skills in financial analysis and client communication. Gaining internships or certifications like the Series 7 or Certified Financial Planner (CFP) can improve job prospects, and applying through company websites or job boards is common for entry-level roles.

How to start a career in entry level financial planning?

To start a career in entry level financial planning, obtain a relevant bachelor's degree such as finance, accounting, or economics, and develop strong analytical and communication skills. Gaining industry certifications like the Series 7 or Certified Financial Planner (CFP) can improve job prospects, and entry-level roles often require familiarity with financial software and client service experience.

What is the best entry-level financial planning job?

An entry-level financial planning role typically involves assisting with client financial analysis, preparing reports, and supporting financial advisors. Common positions include financial planning assistant or paraplanner, often requiring knowledge of financial software and certifications like the CFP exam. These roles provide foundational experience for a career in financial planning.

What are the most commonly searched types of Financial Planning jobs in Alberta?

The most popular types of Financial Planning jobs in Alberta are:

What are popular job titles related to Entry Level Financial Planning jobs in Alberta?

For Entry Level Financial Planning jobs in Alberta, the most frequently searched job titles are:

What job categories do people searching Entry Level Financial Planning jobs in Alberta look for?

The top searched job categories for Entry Level Financial Planning jobs in Alberta are:

What cities in Alberta are hiring for Entry Level Financial Planning jobs?

Cities in Alberta with the most Entry Level Financial Planning job openings:

Infographic showing various Entry Level Financial Planning 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, with an average salary of $69,042 per year, or $33.2 per hour.

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.