Financial Advisor LOCATION: Calgary, AB REPORTING: Senior Financial Advisor JOB PURPOSE: Why does this role exist? The primary responsibility of a Financial Advisor (FA) is to proactively identify ...
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Financial Advisor LOCATION: Calgary, AB REPORTING: Senior Financial Advisor JOB PURPOSE: Why does this role exist? The primary responsibility of a Financial Advisor (FA) is to proactively identify ...
Financial Advisor LOCATION: Calgary, AB REPORTING: Senior Financial Advisor JOB PURPOSE: Why does this role exist? The primary responsibility of a Financial Advisor (FA) is to proactively identify ...
Quick apply
Financial Advisor LOCATION: Calgary, AB REPORTING: Senior Financial Advisor JOB PURPOSE: Why does this role exist? The primary responsibility of a Financial Advisor (FA) is to proactively identify ...
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 ...
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 ...
Financial Advisor
Sherwood Park, AB · On-site
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 ...
Quick apply
Financial Advisor
Sherwood Park, AB · On-site
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 ...
Financial Advisor/S2b, Senior Financial Advisor/S3b At Servus Credit Union , we do things differently--because we're a credit union, not a bank. And that difference matters. We believe in putting ...
Financial Advisor/S2b, Senior Financial Advisor/S3b At Servus Credit Union , we do things differently--because we're a credit union, not a bank. And that difference matters. We believe in putting ...
Financial Advisor/S2b, Senior Financial Advisor/S3b At Servus Credit Union , we do things differently--because we're a credit union, not a bank. And that difference matters. We believe in putting ...
Financial Advisor/S2b, Senior Financial Advisor/S3b At Servus Credit Union , we do things differently--because we're a credit union, not a bank. And that difference matters. We believe in putting ...
We are hiring for a Financial Advisor for our Entwistle Branch . Employment Status: In-person; Full-time; 37.5 hours per week. Posting Closes: September 30, 2026 For Internal Use only : S2; B ...
We are hiring for a Financial Advisor for our Entwistle Branch . Employment Status: In-person; Full-time; 37.5 hours per week. Posting Closes: September 30, 2026 For Internal Use only : S2; B ...
Financial Advisor - Hinton
Hinton, AB · On-site
We are hiring for a Financial Advisor for our Hinton Branch . Employment Status: In-person; Full-time; 37.5 hours per week. Posting Closes: August 28th, 2026 For Internal Use only : S2; B Reporting ...
Financial Advisor - Hinton
Hinton, AB · On-site
We are hiring for a Financial Advisor for our Hinton Branch . Employment Status: In-person; Full-time; 37.5 hours per week. Posting Closes: August 28th, 2026 For Internal Use only : S2; B Reporting ...
Financial Advisor/S2b, Senior Financial Advisor/S3b At Servus Credit Union , we do things differently--because we're a credit union, not a bank. And that difference matters. We believe in putting ...
Financial Advisor/S2b, Senior Financial Advisor/S3b At Servus Credit Union , we do things differently--because we're a credit union, not a bank. And that difference matters. We believe in putting ...
Financial advisors love to build long-term relationships with people and help them plan financially for the various stages of life. They make an impact in their communities providing advice and ...
Financial advisors love to build long-term relationships with people and help them plan financially for the various stages of life. They make an impact in their communities providing advice and ...
Financial advisors love to build long-term relationships with people and help them plan financially for the various stages of life. They make an impact in their communities providing advice and ...
Financial advisors love to build long-term relationships with people and help them plan financially for the various stages of life. They make an impact in their communities providing advice and ...
Financial advisors love to build long-term relationships with people and help them plan financially for the various stages of life. They make an impact in their communities providing advice and ...
Financial advisors love to build long-term relationships with people and help them plan financially for the various stages of life. They make an impact in their communities providing advice and ...
Financial advisors love to build long-term relationships with people and help them plan financially for the various stages of life. They make an impact in their communities providing advice and ...
Financial advisors love to build long-term relationships with people and help them plan financially for the various stages of life. They make an impact in their communities providing advice and ...
Financial advisors love to build long-term relationships with people and help them plan financially for the various stages of life. They make an impact in their communities providing advice and ...
Financial advisors love to build long-term relationships with people and help them plan financially for the various stages of life. They make an impact in their communities providing advice and ...
Financial advisors love to build long-term relationships with people and help them plan financially for the various stages of life. They make an impact in their communities providing advice and ...
Financial advisors love to build long-term relationships with people and help them plan financially for the various stages of life. They make an impact in their communities providing advice and ...
Financial advisors love to build long-term relationships with people and help them plan financially for the various stages of life. They make an impact in their communities providing advice and ...
Financial advisors love to build long-term relationships with people and help them plan financially for the various stages of life. They make an impact in their communities providing advice and ...
Financial advisors love to build long-term relationships with people and help them plan financially for the various stages of life. They make an impact in their communities providing advice and ...
Financial advisors love to build long-term relationships with people and help them plan financially for the various stages of life. They make an impact in their communities providing advice and ...
Financial advisors love to build long-term relationships with people and help them plan financially for the various stages of life. They make an impact in their communities providing advice and ...
Financial advisors love to build long-term relationships with people and help them plan financially for the various stages of life. They make an impact in their communities providing advice and ...
Financial advisors love to build long-term relationships with people and help them plan financially for the various stages of life. They make an impact in their communities providing advice and ...
Financial advisors love to build long-term relationships with people and help them plan financially for the various stages of life. They make an impact in their communities providing advice and ...
The Member Financial Advisor is responsible for growing BVCU's portfolio by developing and maintaining relationships with members and potential members to proactively meet current and future ...
The Member Financial Advisor is responsible for growing BVCU's portfolio by developing and maintaining relationships with members and potential members to proactively meet current and future ...
Financial Advisor information
What does a financial advisor do?
Financial advisors manage clients’ financial goals, such as how much money is needed to save for retirement, paying off debt or mortgage loans, and saving for college or buying a vacation home. An advisor also helps with future planning to grow wealth and advise clients on the best route for investing.
What are the key skills and qualifications needed to thrive as a financial advisor, and why are they important?
To thrive as a Financial Advisor, you need strong analytical skills, financial planning knowledge, and usually a bachelor's degree in finance or a related field. Familiarity with financial planning software, CRM systems, and certifications like CFP (Certified Financial Planner) are highly valued. Excellent interpersonal skills, trustworthiness, and effective communication help build client relationships and convey complex information clearly. These skills are crucial for delivering sound financial advice and earning client trust in a competitive industry.
How do financial advisors typically build and maintain client relationships in their day-to-day work?
Financial Advisors spend a significant portion of their time meeting with clients to understand their financial goals, risk tolerance, and investment preferences. Building trust is crucial, so advisors regularly communicate with clients through updates, portfolio reviews, and proactive outreach regarding market changes or new opportunities. They also collaborate with other financial professionals, such as accountants and estate planners, to provide comprehensive advice. Consistent client engagement and personalized service are key to maintaining long-term relationships and growing a successful advisory practice.
What is the difference between Financial Advisor vs Financial Planner?
| Aspect | Financial Advisor | Financial Planner |
|---|---|---|
| Certifications | CFP, CFA, ChFC | CFP, ChFC, CPA |
| Work Environment | Financial firms, banks, independent | Consulting firms, independent, or firms |
| Primary Focus | Investment advice, portfolio management | Comprehensive financial planning, estate, retirement |
| Industry Usage | Commonly used in finance and investment sectors | Used across finance, insurance, and planning services |
While both Financial Advisors and Financial Planners assist clients with financial goals, Financial Advisors often focus more on investment management and portfolio advice, whereas Financial Planners provide comprehensive financial planning including retirement, estate, and tax strategies. The roles overlap, but the emphasis and certifications may differ slightly depending on the specific services offered.
Do financial advisors make good money?
Financial advisors typically earn a combination of base salaries and commissions or fees, with income varying based on experience, client base, and location. According to industry data, the median annual salary for financial advisors is around $89,000, with top earners making over $200,000. Success in this role often depends on strong interpersonal skills, certifications like the CFP, and the ability to build and maintain client relationships.
Is a financial advisor worth it as a job?
A financial advisor is a professional who helps clients manage their finances, investments, and retirement planning, often requiring certifications like the CFP. The job can be rewarding with a flexible schedule and earning potential based on client commissions or fees, but it also involves building a client base and staying updated on financial regulations. Its value depends on personal interest in finance and the ability to develop strong client relationships.
What qualifications do you need to be a financial advisor?
To become a financial advisor, individuals typically need a bachelor's degree in finance, economics, or a related field. Professional certifications such as the Series 7 and Series 66 licenses are often required, along with strong interpersonal and analytical skills. Continuing education and licensing vary by region and employer requirements.
More about Financial Advisor jobs
What are the most commonly searched types of Financial Advisor jobs in Alberta?
The most popular types of Financial Advisor jobs in Alberta are:
What are popular job titles related to Financial Advisor jobs in Alberta?
For Financial Advisor jobs in Alberta, the most frequently searched job titles are:
What job categories do people searching Financial Advisor jobs in Alberta look for?
The top searched job categories for Financial Advisor jobs in Alberta are:
What cities in Alberta are hiring for Financial Advisor jobs?
Cities in Alberta with the most Financial Advisor job openings:
What are popular job titles related to Financial Advisor jobs in AB?
For Financial Advisor jobs in AB, the most frequently searched job titles are:
Financial Advisor
Calgary, AB
Targeted Talent •Â
Recruiting and Staffing Services • 11 - 50 employees11 - 50 employees
Full-time
Re-posted 9 days ago
Job description
TITLE: Financial Advisor
LOCATION: Calgary, AB
REPORTING: Senior Financial Advisor
LOCATION: Calgary, AB
REPORTING: Senior Financial Advisor
JOB PURPOSE: Why does this role exist?
The primary responsibility of a Financial Advisor (FA) is to proactively identify, develop and maintain strong
client relationships within the firm’s Legacy book of business through regular contact and providing timely,
value-added information, advice and recommendations. The FA is to leverage financial planning tools to
help clients understand what they need to do to reach their goals and to encourage them to act on my
recommendations. This role reports to the Senior Financial Advisor.
KEY ACCOUNTABILITIES:
• Promotes a culture of compliance throughout the firm.
• Recommends strategies clients can use to achieve their financial goals and objectives, including advice
on asset management, asset protection, financial management, retirement planning, tax planning,
business planning and estate planning.
• Manages client base with constant contact strategy.
• Meets with clients to determine their current income, expenses, insurance coverage, tax status,
financial objectives, risk tolerance, and other information needed to develop a financial plan.
• Completes projects and special assignments by establishing objectives; determining priorities; managing
time; gaining cooperation of others; monitoring progress; problem-solving; making adjustments to
plans.
• Exhibits the firm’s values of leadership, teamwork, respect, accountability and passion
CRITICAL PERFORMANCE AREAS
FIRM CONTRIBUTION
• Responsible to adhere to all compliance and regulatory requirements as set out by the firm and
other regulatory bodies.
• Creates, organizes and executes a successful and effective sale process, acquiring new clients along
the way.
• Works within the team on asks such as Insurance Management.
• Is accountable to follow company policies and procedures.
• Utilizes company approved tools and software.
CLIENT MANAGEMENT
• Identifies opportunities and works with the team members to create solutions for clients.
• Manages client relationships.
• Services and expands new and existing clients by introducing them to the firm's services.
• Reviews accounts to determine if life changes necessitate new financial strategies.
LEADERSHIP AND TEAM DEVELOPMENT
• Updates job knowledge by participating in educational opportunities, reading professional
publications; maintains personal networks; participates in professional organizations.
• Identifies and keeps abreast of new market trends; shares and educates where appropriate.
• Updates job knowledge by participating in educational opportunities, reading professional
publications; maintains personal networks; participates in professional organizations.
• Identifies and keeps abreast of new market trends; shares and educates where appropriate.
FINANCIAL AND BUSINESS PERFORMANCE
• Responsible for revenue generation and proactively identify opportunities to grow the business
(new and existing clients).
• Identifies opportunities to gather additional assets and/or increase revenue within the existing
client base.
FUNCTIONAL COMPETENCIES
• Ability to see the “big picture” while staying aligned to the firm’s vision.
• Has a love for the financial services industry, specifically financial planning and a desire to grow in this
field.
• Holds self-accountable to high levels of client service with a focus on maintaining and building strong
customer relationships
• Ability to listen, be responsive to client needs and empathy; persuasive and articulate communication
style and strong interpersonal skills to work in this people-oriented business.
• Strong analytical skills, the ability to use databases and conduct financial research, in addition to
excellent math skills.
• Entrepreneurial Spirit – a love to embrace new opportunities and make things happen, thrive in a fast
paced constantly evolving environment.
• Highly organized and results oriented with demonstrated flexibility.
• Strong personal ethics.
QUALIFICATIONS
• College, University degree or equivalent.
• CSC accreditation.
• CIM an asset.
• CFP Designation and Membership in the Financial Planning Association or other industry groups.
• Insurance licensing an asset.
• Should have working knowledge of estate planning, power of attorney, wills, family trusts, insurance
and tax sufficient to discuss these topics with clients and engage or refer to the appropriate specialists.
• Must have proven success in building solid client relationships.
• IT literacy
About Targeted Talent
Sourced by ZipRecruiter
Your single source for HR professional services, we offer job seekers specialized employment services, spanning contract, permanent positions, and project solutions for highly specialized and managerial level talent needs. Our team of specialized recruiters and consultants abilities extend far beyond resume or career counseling. With hundreds of collaborators strategically located throughout the country, our organization possess the local market knowledge and industry relationships that make successful geography-specific reach possible.
Industry
Recruiting and staffing services
Company size
11 - 50 Employees
Headquarters location
Vancouver, BC, CA