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Financial Advisor Assistant Jobs in Edmonton, AB

Building a practice at IG Wealth Management IG Wealth Management advisors rely on their entrepreneurial spirit and drive to grow a business while keeping our clients interconnected financial needs at ...

Reporting to the Regional Manager, as a Financial Consultant, you will assist MD clients and their ... Working as a partner with MD's Specialist Advisors, you will leverage your years of experience and ...

As a Financial Advisor, you'll deliver on CIBC's Imperial Service approach, acting as a single point of contact for your clients and helping them plan for today's needs and tomorrow's goals. You'll ...

As a Financial Advisor, you'll deliver on CIBC's Imperial Service approach, acting as a single point of contact for your clients and helping them plan for today's needs and tomorrow's goals. You'll ...

As a Financial Advisor, you'll deliver on CIBC's Imperial Service approach, acting as a single point of contact for your clients and helping them plan for today's needs and tomorrow's goals. You'll ...

As a Financial Advisor, you'll deliver on CIBC's Imperial Service approach, acting as a single point of contact for your clients and helping them plan for today's needs and tomorrow's goals. You'll ...

As a Financial Advisor, you'll deliver on CIBC's Imperial Service approach, acting as a single point of contact for your clients and helping them plan for today's needs and tomorrow's goals. You'll ...

As a Financial Advisor, you'll deliver on CIBC's Imperial Service approach, acting as a single point of contact for your clients and helping them plan for today's needs and tomorrow's goals. You'll ...

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Financial Advisor Assistant information

See Edmonton, AB salary details

$24K

$45.3K

$68K

How much do financial advisor assistant jobs pay per year?

As of Sep 6, 2026, the average yearly pay for financial advisor assistant in Edmonton, AB is $45,284.00, according to ZipRecruiter salary data. Most workers in this role earn between $36,500.00 and $52,500.00 per year, depending on experience, location, and employer.

What are the primary responsibilities of a financial advisor assistant during client meetings and follow-ups?

As a Financial Advisor Assistant, you'll play a key role in preparing materials for client meetings, such as account summaries and investment reports. During meetings, you may take notes, assist with documentation, and ensure any client questions or requests are recorded accurately. Afterward, responsibilities often include following up with clients, processing paperwork, updating records, and coordinating with internal teams to ensure all actions are completed promptly. This support allows the financial advisor to focus on strategic planning and client relationships, while you help maintain a seamless client experience.

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

To thrive as a Financial Advisor Assistant, you need a solid understanding of finance, attention to detail, and often an associate's or bachelor's degree in business or a related field. Familiarity with financial planning software, CRM systems, and sometimes FINRA Series 6 or 7 certification is typical. Strong organizational, communication, and client service skills help you excel in supporting both advisors and clients. These competencies ensure efficient administrative support, compliance, and a seamless experience for clients in a fast-paced financial environment.

What is the difference between Financial Advisor Assistant vs Financial Planner Assistant?

AspectFinancial Advisor AssistantFinancial Planner Assistant
CertificationsTypically requires FINRA Series 6 or 7, and possibly Series 65 or 66Similar certifications, often the same licensing requirements
Work EnvironmentSupports financial advisors in client meetings, administrative tasks, and researchAssists financial planners with planning, client communication, and documentation
Employer & Industry UsageUsed by financial advisory firms, banks, and wealth management companiesCommonly found in financial planning firms and advisory practices

Both roles support financial professionals and often require similar certifications and work environments. The main difference lies in the specific focus: Financial Advisor Assistants typically support advisors in client management, while Financial Planner Assistants focus more on the planning process. Both positions are essential in the financial services industry and often overlap in duties.

Is 30 too old to become a financial advisor assistant?

There is no age limit to becoming a financial advisor assistant, and individuals of various ages can enter the role. Relevant skills include strong communication, organization, and familiarity with financial tools, and some employers value diverse experience backgrounds. Age should not be a barrier if you meet the job requirements and have the necessary skills.

What does a financial advisor assistant do?

A financial advisor assistant supports financial advisors by preparing client documents, scheduling meetings, and managing administrative tasks. They may also help with data entry, research, and maintaining client records, often using financial planning software. Strong organizational skills and knowledge of financial products are important for this role.

What are the most commonly searched types of Financial Advisor jobs in Edmonton, AB?

The most popular types of Financial Advisor jobs in Edmonton, AB are:

What are popular job titles related to Financial Advisor Assistant jobs in Edmonton, AB?

For Financial Advisor Assistant jobs in Edmonton, AB, the most frequently searched job titles are:

What job categories do people searching Financial Advisor Assistant jobs in Edmonton, AB look for?

The top searched job categories for Financial Advisor Assistant jobs in Edmonton, AB are:

What cities near Edmonton, AB are hiring for Financial Advisor Assistant jobs?

Cities near Edmonton, AB with the most Financial Advisor Assistant job openings:

Infographic showing various Financial Advisor Assistant job openings in Edmonton, AB as of August 2026, with employment types broken down into 1% As Needed, 81% Full Time, 16% Part Time, and 2% Contract. Highlights an 87% Physical, 4% Hybrid, and 9% Remote job distribution, with an average salary of $45,284 per year, or $21.8 per hour.

Financial Advisor

IG Wealth Management

Sherwood Park, AB โ€ข On-site

Full-time

Re-posted 2 days ago


Job description

Building a practice at IG Wealth Management

IG Wealth Management advisors rely on their entrepreneurial spirit and drive to grow a business while keeping our clients interconnected financial needs at the core of everything they do. Advisors receive one-on-one mentorship, practice support tools and access to experts that help our clients achieve financial well-being for themselves and their families.  

Access to a suite of world-class investments

You will build clients' portfolios through exclusive access to a suite of institutional-quality investments that are beyond the reach of typical investors. To deliver the optimal portfolio experience for our clients, we've forged partnerships with some of the world's leading third-party asset managers.

Become an IG Wealth Management Consultant

As one of our wealth management professionals, you'll synchronize every aspect of a client's financial life with an IG Living Plan. With your expertise, clients can embrace all of life's possibilities, and so can you.