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 ...
We are hiring for a Financial Advisor for our Lethbridge Scenic Branch . Employment Status: In-person; Full-time; 37.5 hours per week. Posting Closes: August 11th, 2026 For Internal Use only : S2; B ...
We are hiring for a Financial Advisor for our Lethbridge Scenic Branch . Employment Status: In-person; Full-time; 37.5 hours per week. Posting Closes: August 11th, 2026 For Internal Use only : S2; B ...
Financial Advisor/S2-S3; B 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 people before profits ...
Financial Advisor/S2-S3; B 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 people before profits ...
Member Financial Advisor
Red Deer, AB · On-site
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 ...
Member Financial Advisor
Red Deer, AB · On-site
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 ...
We are hiring for a Financial Advisor in our Bonnie Doon branch. Posting Closes: August 13th, 4:00 pm For Internal Use Only: Financial Advisor/S2-S3 B At Servus Credit Union , we do things ...
We are hiring for a Financial Advisor in our Bonnie Doon branch. Posting Closes: August 13th, 4:00 pm For Internal Use Only: Financial Advisor/S2-S3 B At Servus Credit Union , we do things ...
As an Associate Financial Advisor, you'll form a deep understanding of your personal and small business clients' needs as you recommend simple, personalized solutions that will help them achieve ...
As an Associate Financial Advisor, you'll form a deep understanding of your personal and small business clients' needs as you recommend simple, personalized solutions that will help them achieve ...
As an Associate Financial Advisor, you'll form a deep understanding of your personal and small business clients' needs as you recommend simple, personalized solutions that will help them achieve ...
As an Associate Financial Advisor, you'll form a deep understanding of your personal and small business clients' needs as you recommend simple, personalized solutions that will help them achieve ...
This position's primary focus is to assist Financial Advisors build their business using strong administration, communication and interpersonal skills. Specifically, you will: Process and follow-up ...
This position's primary focus is to assist Financial Advisors build their business using strong administration, communication and interpersonal skills. Specifically, you will: Process and follow-up ...
Financial Advisor - Edmonton
Edmonton, AB · On-site
CA$71K - CA$119K/yr
... advisors build a better business through a remarkable client experience. In November 2023, Canada Life acquired IPC. Canada Life is a member of the Power Financial Corporation group of companies and ...
Financial Advisor - Edmonton
Edmonton, AB · On-site
CA$71K - CA$119K/yr
... advisors build a better business through a remarkable client experience. In November 2023, Canada Life acquired IPC. Canada Life is a member of the Power Financial Corporation group of companies and ...
Financial Advisor - Edmonton
Edmonton, AB · On-site
CA$71K - CA$119K/yr
... advisors build a better business through a remarkable client experience. In November 2023, Canada Life acquired IPC. Canada Life is a member of the Power Financial Corporation group of companies and ...
Financial Advisor - Edmonton
Edmonton, AB · On-site
CA$71K - CA$119K/yr
... advisors build a better business through a remarkable client experience. In November 2023, Canada Life acquired IPC. Canada Life is a member of the Power Financial Corporation group of companies and ...
Working as a partner with MD's Specialist Advisors, you will leverage your years of experience and strong client focus to prepare comprehensive financial plans and specific investment strategies for ...
Working as a partner with MD's Specialist Advisors, you will leverage your years of experience and strong client focus to prepare comprehensive financial plans and specific investment strategies for ...
Financial Advisor IIROC
Edmonton, AB · On-site
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 ...
Financial Advisor IIROC
Edmonton, AB · On-site
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 ...
Financial Advisor - Lamont
Lamont, AB · On-site
We are hiring for a Financial Advisor to join our Lamont Branch! Posting Closes: August 18, 2026 For Internal Use Only - Position Grade: S2/B At Servus Credit Union , we do things differently ...
Financial Advisor - Lamont
Lamont, AB · On-site
We are hiring for a Financial Advisor to join our Lamont Branch! Posting Closes: August 18, 2026 For Internal Use Only - Position Grade: S2/B At Servus Credit Union , we do things differently ...
Financial Advisor IIROC
Edmonton, AB · On-site
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 ...
Financial Advisor IIROC
Edmonton, AB · On-site
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 ...
Financial Advisor - CIRO-ID
Calgary, AB · On-site
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 ...
Financial Advisor - CIRO-ID
Calgary, AB · On-site
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 ...
Financial Advisor At Scotiabank we help employees build their futures - where they can be themselves, and win together. With a commitment to diversity and inclusion and a performance-oriented culture ...
Financial Advisor At Scotiabank we help employees build their futures - where they can be themselves, and win together. With a commitment to diversity and inclusion and a performance-oriented culture ...
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 ...
We are hiring for a Financial Advisor in our Fort Saskatchewan Branch Posting Closes: August 18, 2026 For Internal Use Only - Position Grade: S2/B Additional Information: This branch is open Monday ...
We are hiring for a Financial Advisor in our Fort Saskatchewan Branch Posting Closes: August 18, 2026 For Internal Use Only - Position Grade: S2/B Additional Information: This branch is open Monday ...
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 ...
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?
How do financial advisors typically build and maintain client relationships in their day-to-day work?
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?
Is a financial advisor worth it as a job?
What qualifications do you need to be a financial advisor?
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:

SUN LIFE FINANCIAL ADVISOR - Alberta
Lethbridge, AB • On-site
8.6
Based on 18 frontline employees who took The Breakroom Quiz
92nd of 311 rated insurance
People enjoy working here
Good employer
Paid breaks
Recommended by parents
Respectful managers
Full-time
Posted 14 days ago
Job description
You are as unique as your background, experience and point of view. Here, you'll be encouraged, empowered and challenged to be your best self. You'll work with dynamic colleagues - experts in their fields - who are eager to share their knowledge with you. Your leaders will inspire and help you reach your potential and soar to new heights. Every day, you'll have new and exciting opportunities to make life brighter for our Clients - who are at the heart of everything we do.
At Sun Life, we're driven by our Purpose: helping our Clients achieve lifetime financial security and live healthier lives. Our values shape how we work: caring, authentic, bold, inspiring, and impactful.
When you join Sun Life, you'll work with passionate colleagues and empowering leaders who support your growth and celebrate your contributions, so you can make a meaningful difference in our Clients' lives.
Discover how you can make a difference in the lives of individuals, families and communities around the world.
Job Description:
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 implementing recommendations in a purpose-driven career with opportunities for unlimited income potential, independence, and growth.
People from various professional and educational backgrounds have found success in the advisor career at Sun Life. That's because being a successful advisor is not just about what's on your resume. It's about who you are as a person.
Are you someone who loves talking to people and comfortable providing advice?
- Are you disciplined and motivated?
- Do you value your independence?
- Do you love learning and developing new skills?
If this sounds like you, let's talk!
What's in it for you?- Unlimited earning potential with compensation that is tied to your achievements and provides an ongoing stream of income.
- "Earn while you learn" monthly bonuses to provide financial stability as you develop your skills in a new career.
- A purpose-driven career helping people in your community become more financially secure.
- The independence and flexibility to build your work around the important things in your life.
- Hands-on dedicated local support to help you develop the skills to successfully launch, develop, and grow your business.
- A recognition program that celebrates your achievements through prizes and travel incentives including Conventions, Learning Retreats, Awards of Excellence, and stock ownership.
- Leading-edge technology so you can do business easily anytime, anywhere.
- A culture that celebrates excellence and inclusivity.
Here are some of the more common activities performed by successful financial advisors:
- Prepare and execute strategies to attract and connect with new Clients.
- Conduct meetings with prospective and existing Clients.
- Review their current financial state and gather information about their future goals.
- Build a financial roadmap to help them achieve these goals.
- Recommend and implement suitable insurance and investment products that align with this financial roadmap.
- Continue to meet with Clients to ensure their plan stays up to date as their life situation changes (family, career, housing, debts, etc.)
- On-going training and professional development to remain current with industry changes.
- Obtain professional accreditations and designations throughout their career (such as Certified Financial Planner - CFP).
- Stay connected within their community through ongoing networking activities, marketing, and referrals.
- Has a history of achievement (professional, academic, athletics, etc.).
- Enjoys engaging, developing, and maintaining relationships with people.
- Is disciplined and self-motivated.
- Is goal-oriented with a strong work ethic.
- Is a continuous learner with a deep interest in helping others.
- Has excellent communication skills.
- Has a College/University degree and some professional experience.
- Demonstrated ability to motivate others to action.
- Business development skills.
- LLQP and/or Mutual Fund license or course/exam completion.
Become a Sun Life advisor to take control of your future in a purpose-driven career helping individuals, families, and business owners in your community achieve lifetime financial security and live healthier lives.
To learn more and APPLY at www.sunlife.ca/becomeanadvisor
To be contracted as a Sun Life advisor, you must be legally entitled to work in Canada. Sun Life will not sponsor your application for authorization to work in Canada, including for a work permit or to apply for permanent residency.
The Sun Life advisor role is 100% commission-based. The possible salary disclosure provided by this job board does not apply.
Job Category:
Sales - DirectPosting End Date:
31/10/2026About Sun Life
Sourced by ZipRecruiter
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