... and financial services to our clients and internal partners. As the Investment Associate, you will: Research, analyze and execute trade orders across a portfolio of securities in an accurate and ...
... and financial services to our clients and internal partners. As the Investment Associate, you will: Research, analyze and execute trade orders across a portfolio of securities in an accurate and ...
Prepare compilation financial statements, ensuring absolute completeness, accuracy, and compliance ... Analyze and apply complex tax rules regarding associated corporations and related party ...
Prepare compilation financial statements, ensuring absolute completeness, accuracy, and compliance ... Analyze and apply complex tax rules regarding associated corporations and related party ...
Head of Analytics (Canada)
Calgary, AB · On-site
At 360training, every associate has the ability to make an impact and they are rewarded for doing ... Experience with financial analysis * Background in systems integrations and migrations is a plus We ...
Head of Analytics (Canada)
Calgary, AB · On-site
At 360training, every associate has the ability to make an impact and they are rewarded for doing ... Experience with financial analysis * Background in systems integrations and migrations is a plus We ...
Sr. Consultant, Professional Services (MS Security)
Calgary, AB · On-site
CA$99K - CA$133K/yr
Microsoft Certified Security Operations Analyst Associate, and Security Administrator Associate ... Financial Benefits: 401k Plan with Company Matching, Life and Disability Insurance * Paid Time Off:
Sr. Consultant, Professional Services (MS Security)
Calgary, AB · On-site
CA$99K - CA$133K/yr
Microsoft Certified Security Operations Analyst Associate, and Security Administrator Associate ... Financial Benefits: 401k Plan with Company Matching, Life and Disability Insurance * Paid Time Off:
Architect, Professional Services ( Microsoft Security)
CA$120K - CA$151K/yr
Microsoft Certified Security Operations Analyst Associate, and Security Administrator Associate ... Financial Benefits: 401k Plan with Company Matching, Life and Disability Insurance * Paid Time Off:
Architect, Professional Services ( Microsoft Security)
CA$120K - CA$151K/yr
Microsoft Certified Security Operations Analyst Associate, and Security Administrator Associate ... Financial Benefits: 401k Plan with Company Matching, Life and Disability Insurance * Paid Time Off:
... grade financial strength. Since September 2009, Whitecap has experienced remarkable growth ... Associate Diploma or Bachelors of Science degree in Computer Science or Information Technology ...
... grade financial strength. Since September 2009, Whitecap has experienced remarkable growth ... Associate Diploma or Bachelors of Science degree in Computer Science or Information Technology ...
Associate Investment Advisor
Calgary, AB · On-site
CA$42K - CA$57K/yr
Then, the role of Associate Investment Advisor might be the right fit for you. This roleis ... Certified International Wealth Manager (CIWM) designation, Certified Financial Analyst(CFA ...
Associate Investment Advisor
Calgary, AB · On-site
CA$42K - CA$57K/yr
Then, the role of Associate Investment Advisor might be the right fit for you. This roleis ... Certified International Wealth Manager (CIWM) designation, Certified Financial Analyst(CFA ...
Equity Research Associate - Canadian Oil & Gas
Calgary, AB · On-site
CA$110K - CA$115K/yr
The associate will work closely with the senior analyst and another VP to develop and market all ... Analyzing company financial statements, earnings releases, regulatory filings, and management ...
Equity Research Associate - Canadian Oil & Gas
Calgary, AB · On-site
CA$110K - CA$115K/yr
The associate will work closely with the senior analyst and another VP to develop and market all ... Analyzing company financial statements, earnings releases, regulatory filings, and management ...
Senior Associate, M&A and Capital Markets
Calgary, AB · On-site
CA$68K - CA$104K/yr
Your Opportunity We are seeking a Senior Associate, M&A and Capital Markets to join our Advisory ... financial analyses on companies including analyzing and understanding the sustainability of ...
Senior Associate, M&A and Capital Markets
Calgary, AB · On-site
CA$68K - CA$104K/yr
Your Opportunity We are seeking a Senior Associate, M&A and Capital Markets to join our Advisory ... financial analyses on companies including analyzing and understanding the sustainability of ...
Chartered Financial Analyst, and/or Chartered Investment Manager; * 10 years + Investment Counsellor experience, strong marketplace prominence and strong performance are more critical than years of ...
Chartered Financial Analyst, and/or Chartered Investment Manager; * 10 years + Investment Counsellor experience, strong marketplace prominence and strong performance are more critical than years of ...
JOB REQUISITION Calgary Internal Audit & Financial Advisory (Energy & Utilities) Associate Director ... analytics,automationor the latest tools and methods.You'lldevelop new projects ...
JOB REQUISITION Calgary Internal Audit & Financial Advisory (Energy & Utilities) Associate Director ... analytics,automationor the latest tools and methods.You'lldevelop new projects ...
JOB REQUISITION Calgary Internal Audit & Financial Advisory (Energy & Utilities) Associate Director ... analytics,automationor the latest tools and methods.You'lldevelop new projects ...
JOB REQUISITION Calgary Internal Audit & Financial Advisory (Energy & Utilities) Associate Director ... analytics,automationor the latest tools and methods.You'lldevelop new projects ...
Bachelor's degree in Accounting, Finance, Taxation, or a related field, and a minimum of five years ... Becoming an H&R Block Associate is an opportunity to grow with the strongest brand in the tax ...
Bachelor's degree in Accounting, Finance, Taxation, or a related field, and a minimum of five years ... Becoming an H&R Block Associate is an opportunity to grow with the strongest brand in the tax ...
... and Associate Directors and plays a critical role in supporting the portfolio's growth and risk management objectives. The role requires advanced financial and credit analysis skills, strong ...
... and Associate Directors and plays a critical role in supporting the portfolio's growth and risk management objectives. The role requires advanced financial and credit analysis skills, strong ...
As Relationship Management Associate, Corporate Client Group ("CCG"), you will reportto the ... Provide analysis and support to CCG Finance colleagues to support internal business case ...
As Relationship Management Associate, Corporate Client Group ("CCG"), you will reportto the ... Provide analysis and support to CCG Finance colleagues to support internal business case ...
Wealth Associate
Calgary, AB · On-site
Carry out routine operations related to financial transactions (e.g., purchases and sales of ... Analyze, open, and update client files * Produce portfolio management reports * Carry out the ...
Wealth Associate
Calgary, AB · On-site
Carry out routine operations related to financial transactions (e.g., purchases and sales of ... Analyze, open, and update client files * Produce portfolio management reports * Carry out the ...
Wealth Associate
Calgary, AB · On-site
... Analyze, open, and update client files Produce portfolio management reports Carry out the ... National Bank Financial - Wealth Management is the fifth largest investment brokerage firm in ...
Wealth Associate
Calgary, AB · On-site
... Analyze, open, and update client files Produce portfolio management reports Carry out the ... National Bank Financial - Wealth Management is the fifth largest investment brokerage firm in ...
Capital Markets and Accounting Advisory Services, Senior Associate
Calgary, AB · On-site
CA$58K - CA$97K/yr
As aCMAASSenior Associate,unlock your potential and embrace the chance todrive meaningful ... Strategic Analytical Thinking: Ability to interpret complex financial and business issues, assess ...
Capital Markets and Accounting Advisory Services, Senior Associate
Calgary, AB · On-site
CA$58K - CA$97K/yr
As aCMAASSenior Associate,unlock your potential and embrace the chance todrive meaningful ... Strategic Analytical Thinking: Ability to interpret complex financial and business issues, assess ...
Collaborate with finance, supply chain, insurance, and R&D. Minimum Qualifications * J.D. from an ... Strong analytical, problem-solving, and prioritization skills. * Excellent communication and ...
Collaborate with finance, supply chain, insurance, and R&D. Minimum Qualifications * J.D. from an ... Strong analytical, problem-solving, and prioritization skills. * Excellent communication and ...
Carry out routine operations related to financial transactions (e.g., purchases and sales of ... Analyze, open, and update client files * Produce portfolio management reports * Carry out the ...
Carry out routine operations related to financial transactions (e.g., purchases and sales of ... Analyze, open, and update client files * Produce portfolio management reports * Carry out the ...
Financial Analyst Associate information
See Calgary, AB salary details
$45K - $48.5K
10% of jobs
$48.5K - $52K
0% of jobs
$52K - $55.5K
6% of jobs
$55.5K - $59K
7% of jobs
$59.3K is the 25th percentile. Wages below this are outliers.
$59K - $62.5K
19% of jobs
The median wage is $64.5K / yr.
$62.5K - $66K
13% of jobs
$66K - $69.5K
13% of jobs
$72K is the 75th percentile. Wages above this are outliers.
$69.5K - $73K
10% of jobs
$73K - $76.5K
9% of jobs
$76.5K - $80K
10% of jobs
$80K - $83.5K
4% of jobs
$45K
$65.4K
$83.5K
How much do financial analyst associate jobs pay per year?
What are some common challenges financial analyst associates face when managing multiple projects simultaneously?
What is a financial analyst associate?
What is the difference between Financial Analyst Associate vs Financial Analyst?
| Aspect | Financial Analyst Associate | Financial Analyst |
|---|---|---|
| Required Credentials | Bachelor's degree, relevant certifications (e.g., CFA Level I) | Bachelor's degree, often with CFA Level I or II |
| Work Environment | Entry-level, supporting senior analysts, in finance or investment firms | More independent, involved in analysis, reporting, and decision-making |
| Employer & Industry Usage | Common in banks, investment firms, corporate finance | Used across similar industries, often with more responsibility |
The main difference between a Financial Analyst Associate and a Financial Analyst lies in experience and responsibility. Associates typically support senior analysts and handle more routine tasks, while Financial Analysts take on more complex analysis and decision-making roles. Both roles require similar educational backgrounds and certifications, but the Financial Analyst position usually involves greater independence and strategic input.
What are the key skills and qualifications needed to thrive as a financial analyst associate, and why are they important?

Full-time
Posted 17 days ago
Job description
Job Description Our Calgary client is looking for a Licensed Investment Associate who will report to an Investment Advisor, and you will leverage your industry knowledge, business development and customer service skills to provide exceptional customer and financial services to our clients and internal partners. As the Investment Associate, you will: Research, analyze and execute trade orders across a portfolio of securities in an accurate and timely manner Process a variety of account activities (converting RRSP to RRIF, setting up RRIF payments, estates, beneficiary updates, etc.) Process a variety of transactions (ex: issuing cheques, deposits, contributions and withdrawals, incoming and outgoing transfers) Process trades and provide quotes Assist in researching products, services, and investment opportunities (equites, bonds, structured notes, discretionary products etc.) Assist with business development by coordinating opportunities with Centers of Influence, following up on prospective client leads, using a CRM tool to develop pipeline and opportunities for revenue and asset under administration growth Help draft the client financial newsletter by gathering information; preparing and editing articles; designing graphic presentation; preparing and distributing to clients Respond to client emails and phone calls in a timely, warm and friendly manner Proactively maintain current knowledge of policy and procedure changes within the firm and industry Commit to a rigorous follow up relating to all client transactions to ensure proper processing and minimize errors Maintain client files to ensure all documentation and notes are compliant within industry regulations. Acts as a resource person for clients (ex: generating specialized reports, questions about specific products) Provide client account reports, portfolio reviews, tax reports, etc
Perform other duties as assigned Your education and qualifications include: A minimum of 5 years' industry experience, preferably in an administrative, trading or operational capacity Diploma in business administration, accounting, finance, or similar field of study, Bachelor's degree preferred Professional designation such as PFP, CFA or CFP considered an asset Comprehensive knowledge of topics related to the financial and securities industry, including investment and insurance products and services Strong organizational skills with excellent attention to detail Demonstrate a reliable work ethic with the ability to manage multiple, competing priorities Ability to adapt quickly to changing needs and work requirements Customer-focused attitude with a commitment to providing extraordinary Demonstrate a high proficiency in Microsoft Office tools and financial software Conditions of Employment: Must be legally eligible to work in Canada Current and maintained registration as an IR, including completion of all courses and experience requirements, with IIROC with the ongoing requirement to fulfill Continuing Education requirements Completion of CSC and CPH A background check, satisfactory to the employer, will be required of the successful applicant prior to commencing employment If you are interested in this opportunity, please send a copy of your resume to Amy at aanderson@klopprichards.com quoting JOB-5637. Klopp Richards & Associates would like to thank all applicants in advance for their interest in this opportunity.