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Financial Analyst Associate Jobs in Calgary, AB (NOW HIRING)

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 ...

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 ...

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 ...

... 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 ...

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Financial Analyst Associate information

See Calgary, AB salary details

$45K

$65.4K

$83.5K

How much do financial analyst associate jobs pay per year?

As of Aug 11, 2026, the average yearly pay for financial analyst associate in Calgary, AB is $65,365.00, according to ZipRecruiter salary data. Most workers in this role earn between $59,500.00 and $73,000.00 per year, depending on experience, location, and employer.

What are some common challenges financial analyst associates face when managing multiple projects simultaneously?

Financial Analyst Associates often juggle several projects, such as preparing reports, building financial models, and supporting budgeting processes. One challenge is balancing tight deadlines from different internal stakeholders while ensuring accuracy and attention to detail in their analyses. Effective time management and prioritization skills are essential to meet expectations and deliver quality work. Collaborating with team members and proactively seeking clarification from managers can help navigate competing priorities and maintain a manageable workload.

What is a financial analyst associate?

Financial Analyst Associates are entry- to mid-level professionals who support senior analysts and management by collecting, analyzing, and interpreting financial data to help guide business decisions. They typically work in banks, investment firms, or corporate finance departments, preparing reports, forecasting trends, and evaluating financial performance. Their insights help organizations manage budgets, assess risks, and identify opportunities for growth. This role is often a stepping stone to more senior financial analyst or management positions.

What is the difference between Financial Analyst Associate vs Financial Analyst?

AspectFinancial Analyst AssociateFinancial Analyst
Required CredentialsBachelor's degree, relevant certifications (e.g., CFA Level I)Bachelor's degree, often with CFA Level I or II
Work EnvironmentEntry-level, supporting senior analysts, in finance or investment firmsMore independent, involved in analysis, reporting, and decision-making
Employer & Industry UsageCommon in banks, investment firms, corporate financeUsed 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?

To thrive as a Financial Analyst Associate, you need strong analytical skills, a solid grasp of accounting and finance principles, and typically a bachelor's degree in finance, accounting, or a related field. Proficiency with financial modeling, Microsoft Excel, and tools like Bloomberg Terminal or SAP is highly valued, as is familiarity with data visualization software. Exceptional attention to detail, communication abilities, and problem-solving skills set top performers apart. These competencies enable accurate analysis, effective decision-making support, and clear communication of financial insights to stakeholders.
What are the most commonly searched types of Financial Analyst jobs in Calgary, AB? The most popular types of Financial Analyst jobs in Calgary, AB are:
What are popular job titles related to Financial Analyst Associate jobs in Calgary, AB? For Financial Analyst Associate jobs in Calgary, AB, the most frequently searched job titles are:
What job categories do people searching Financial Analyst Associate jobs in Calgary, AB look for? The top searched job categories for Financial Analyst Associate jobs in Calgary, AB are:
Infographic showing various Financial Analyst Associate job openings in Calgary, AB as of August 2026, with employment types broken down into 1% As Needed, 72% Full Time, 25% Part Time, and 2% Contract. Highlights an 89% Physical, 3% Hybrid, and 8% Remote job distribution, with an average salary of $65,365 per year, or $31.4 per hour.

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.