Financial Planner - Edmonton
CA$60K - CA$70K/yr
If so, then apply for the position of Financial Planner today to assist clients in meeting their financial goals and objectives. With a focus on relationship management, advice and business ...
CA$60K - CA$70K/yr
If so, then apply for the position of Financial Planner today to assist clients in meeting their financial goals and objectives. With a focus on relationship management, advice and business ...
CA$60K - CA$70K/yr
If so, then apply for the position of Financial Planner today to assist clients in meeting their financial goals and objectives. With a focus on relationship management, advice and business ...
Calgary, AB · On-site
CA$60K - CA$70K/yr
If so, then apply for the position of Financial Planner today to assist clients in meeting their financial goals and objectives. With a focus on relationship management, advice and business ...
Calgary, AB · On-site
CA$60K - CA$70K/yr
If so, then apply for the position of Financial Planner today to assist clients in meeting their financial goals and objectives. With a focus on relationship management, advice and business ...
Bachelor's Degree in Accounting, Finance or a related field; or minimum 2 year diploma in Administration, Accounting, or similar * 1 to 2 years of experience in a oil and gas or construction ...
Bachelor's Degree in Accounting, Finance or a related field; or minimum 2 year diploma in Administration, Accounting, or similar * 1 to 2 years of experience in a oil and gas or construction ...
... * Assist with building and strengthening existing and new customer relationships by providing financial advice/customer service * Coach your team to success, both on an individual basis as well as ...
New
... * Assist with building and strengthening existing and new customer relationships by providing financial advice/customer service * Coach your team to success, both on an individual basis as well as ...
New
As part of Attain Finance, our portfolio includes distinguished brands like Cash Money ® ... I trained diligently with my Branch Manager and Assistant Manager for two more years until my ...
As part of Attain Finance, our portfolio includes distinguished brands like Cash Money ® ... I trained diligently with my Branch Manager and Assistant Manager for two more years until my ...
Our deep roots in the financial industry have empowered us to develop convenient, easily accessible ... I trained diligently with my Branch Manager and Assistant Manager for two more years until my ...
Our deep roots in the financial industry have empowered us to develop convenient, easily accessible ... I trained diligently with my Branch Manager and Assistant Manager for two more years until my ...
Our deep roots in the financial industry have empowered us to develop convenient, easily accessible ... I trained diligently with my Branch Manager and Assistant Manager for two more years until my ...
Our deep roots in the financial industry have empowered us to develop convenient, easily accessible ... I trained diligently with my Branch Manager and Assistant Manager for two more years until my ...
Calgary, AB · Hybrid
You will assist in completing ad-hoc project work and financial modelling. * You will be exposed to many types of business in various industries on a deeper level * You will collaborate with the team ...
Calgary, AB · Hybrid
You will assist in completing ad-hoc project work and financial modelling. * You will be exposed to many types of business in various industries on a deeper level * You will collaborate with the team ...
Provide financial support for business operators and cross-functional team members. * Assist with the execution of the capital forecasting and/or budgeting processes. * Gather and compile information ...
Provide financial support for business operators and cross-functional team members. * Assist with the execution of the capital forecasting and/or budgeting processes. * Gather and compile information ...
Join Amrize as a Financial Reporting Lead and help construct what's next. If you're ready to put ... work environments. * Assist with planning and execution of various forecasting campaigns.
Join Amrize as a Financial Reporting Lead and help construct what's next. If you're ready to put ... work environments. * Assist with planning and execution of various forecasting campaigns.
Raymond James Independent Financial Services is seeking a full-time Licenced Wealth Advisor Assistant to work in our Mission Wealth Advisors Calgary office. Raymond James Ltd. is one of Canada ...
Raymond James Independent Financial Services is seeking a full-time Licenced Wealth Advisor Assistant to work in our Mission Wealth Advisors Calgary office. Raymond James Ltd. is one of Canada ...
Red Deer, AB · On-site
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 ...
Red Deer, AB · On-site
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 ...
Grande Prairie, AB · On-site
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 ...
Grande Prairie, AB · On-site
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 ...
Lethbridge, AB · On-site
Req#JR00034439 FC068Lethbridge SUN LIFE FINANCIAL ADVISOR Financial advisors love to build long-term relationships with people and help them plan financially for the various stages of life. They make ...
Lethbridge, AB · On-site
Req#JR00034439 FC068Lethbridge SUN LIFE FINANCIAL ADVISOR Financial advisors love to build long-term relationships with people and help them plan financially for the various stages of life. They make ...
Calgary, AB · On-site
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 ...
Calgary, AB · On-site
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 ...
Red Deer, AB · On-site
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 ...
Red Deer, AB · On-site
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 ...
Edmonton, AB · On-site
CA$60K - CA$70K/yr
If so, then apply for the position of Financial Planner today to assist clients in meeting their financial goals and objectives. With a focus on relationship management, advice and business ...
Edmonton, AB · On-site
CA$60K - CA$70K/yr
If so, then apply for the position of Financial Planner today to assist clients in meeting their financial goals and objectives. With a focus on relationship management, advice and business ...
Edmonton, AB · On-site
CA$37.50/hr
Help prepare financial reports and assist in budgeting, forecasting, and variance analysis * Support contract-related financial tracking, billing, and documentation * Develop and maintain centralized ...
Quick apply
Edmonton, AB · On-site
CA$37.50/hr
Help prepare financial reports and assist in budgeting, forecasting, and variance analysis * Support contract-related financial tracking, billing, and documentation * Develop and maintain centralized ...
Edmonton, AB · On-site
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 ...
Edmonton, AB · On-site
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 ...
Lethbridge, AB · On-site
Req#JR00034439 FC068Lethbridge SUN LIFE FINANCIAL ADVISOR Financial advisors love to build long-term relationships with people and help them plan financially for the various stages of life. They make ...
Lethbridge, AB · On-site
Req#JR00034439 FC068Lethbridge SUN LIFE FINANCIAL ADVISOR Financial advisors love to build long-term relationships with people and help them plan financially for the various stages of life. They make ...
$7.93 - $10.34
1% of jobs
$10.34 - $12.74
4% of jobs
$12.74 - $15.14
11% of jobs
$16.43 is the 25th percentile. Wages below this are outliers.
$15.14 - $17.55
16% of jobs
The median wage is $19.32 / hr.
$17.55 - $19.95
24% of jobs
$19.95 - $22.36
17% of jobs
$22.84 is the 75th percentile. Wages above this are outliers.
$22.36 - $24.76
10% of jobs
$24.76 - $27.16
8% of jobs
$27.16 - $29.57
5% of jobs
$29.57 - $31.97
2% of jobs
$31.97 - $34.38
1% of jobs
$7
$20
$34
A financial assistant is an entry-level employee on a finance team that takes on administrative duties, allowing the more advanced financial professionals to concentrate on their work. As a financial assistant, your primary responsibilities are to maintain records, perform calculations, and prepare financial reports, but you likely have additional duties like recording data in financial software programs, attending meetings with your team, and recommending improvements based on current information. The qualifications to become a financial assistant are strong mathematical skills, a bachelor’s degree in finance or accounting, and some experience in the finance industry. As you gain experience, you can move up in your career to positions like financial manager.
| Aspect | Financial Assistant | Bookkeeper |
|---|---|---|
| Credentials | May require basic finance or accounting certifications | Often requires basic bookkeeping certifications or experience |
| Work Environment | Supports finance teams, works in offices or remotely | Handles daily transaction recording, often in small business settings |
| Employer & Industry Usage | Used across various industries, supporting finance departments | Common in small to medium businesses, accounting firms |
| Primary Responsibilities | Assists with financial reports, data entry, and administrative tasks | Maintains financial records, processes invoices, reconciles accounts |
While both roles support financial operations, a Financial Assistant typically provides broader support within finance teams, whereas a Bookkeeper focuses on recording and maintaining financial transactions. The roles often overlap but differ mainly in scope and responsibilities.
The most popular types of Financial jobs in Alberta are:
For Financial Assistant jobs in Alberta, the most frequently searched job titles are:
The top searched job categories for Financial Assistant jobs in Alberta are:
Cities in Alberta with the most Financial Assistant job openings:

CA$60K - CA$70K/yr
Full-time
Medical, Retirement, PTO
Re-posted 15 hours ago
Work Location:
Edmonton, Alberta, CanadaHours:
37.5Line of Business:
TD WealthPay Details:
$60,000 - $70,000 CADThis role is eligible for commission based earnings.TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Our compensation policies and practices have been designed to allow colleagues to progress through the salary range over time as they progress in their role. The base pay actually offered may vary based upon the candidate's skills and experience, job-related knowledge, geographic location, and other specific business and organizational needs.
As a candidate, you are encouraged to ask compensation related questions and have an open dialogue with your recruiter who can provide you more specific details for this role.
Job Description:
TD Wealth takes a sophisticated and holistic goals discovery approach to wealth planning and protection to provide highly personalized advice, solutions and service to clients. The Financial Planning team understands that helping clients set and achieve their financial goals while delivering a legendary customer experience is what drives our business success, new business and client loyalty. We do this by knowing our clients, offering the most professional and personalized solutions and building award-winning, high-performing teams.
We have a long and growing history in wealth management leadership and are poised for even greater future success. Feel welcome, challenged and rewarded. Trust us, you'll be busy, but never bored.
Job Description:
Are you an experienced professional skilled at providing mass affluent investing clients with comprehensive financial planning and advice? If so, then apply for the position of Financial Planner today to assist clients in meeting their financial goals and objectives. With a focus on relationship management, advice and business development, you will:
Identify your client's life and financial goals, provide comprehensive reviews and build long-term relationships through financial planning expertise, relationship building and ongoing services
Conduct reporting and relevant analysis using results to draw conclusions, make recommendations and continually assess the effectiveness of programs, policies and practices
Contribute to team and department goals while strengthening customer service and dedication
Monitor service, productivity and assess efficiency and implement continuous improvements
Be knowledgeable of best practices and procedures and stay ahead of emerging trends
Acquire and apply expertise, provide mentorship, assistance and direction to others
Maintain a culture of risk management and control, supported by aligned risk appetite
Participate fully as a member of the team, support a positive and service-oriented work environment
Educational Requirements:
University Degree (preferred)
3 - 5 years within the financial services industry managing client relationships, providing financial advice and tailored investment solutions (preferred)
CIRO Registered Representative (RR) license within first 120 days in role
Achieve Certified Financial Planner (CFP) designation within first 3 years in role
CFP Eligibility requirements: University Degree OR meet one of the following:
Have been a QAFP professional in good standing for a minimum of 5 years at the time of applying
Up to 10 years of qualifying work experience
Skills you will require:
Passion for financial planning and driven to help clients reach their financial & life goals
Possess an entrepreneurial spirit to prospect external business development opportunities through networking and have experience in high value sales and business development
Deep understanding of the industry, competitive landscape, economic market issues, and the regulatory environment
You have excellent people and problem-solving skills that help you build and maintain client relationships
Strong communication skills with ability to work collaboratively and independently, provide assistance and build relationship
#LI-Wealth
Who We Are:
TD is one of the world's leading global financial institutions and is the fifth largest bank in North America by branches/stores. Every day, we strive to make every interaction, product, and experience remarkably human and refreshingly simple for over 27 million households and businesses in Canada, the United States and around the world. More than 95,000 TD colleagues bring their skills, talent, and creativity to foster deeper relationships, ensure disciplined execution, and build a simpler, faster banking experience. TD is deeply committed to being a leader in client experience, that is why we believe that all colleagues, no matter where they work, are client facing. Together, we are reimagining what banking can be for our clients, colleagues and communities.
Our Total Rewards Package
Our Total Rewards package reflects the investments we make in our colleagues to help them and their families achieve their financial, physical, and mental well-being goals. Total Rewards at TD includes a base salary, variable compensation, and several other key plans such as health and well-being benefits, savings and retirement programs, paid time off, banking benefits and discounts, career development, and reward and recognition programs. Learn more
Additional Information:
We're delighted that you're considering building a career with TD. Through regular development conversations, training programs, and a competitive benefits plan, we're committed to providing the support our colleagues need to thrive both at work and at home.
Please be advised that this job opportunity is subject to provincial regulation for employment purposes. It is imperative to acknowledge that each province or territory within the jurisdiction of Canada may have its own set of regulations, requirements.
Colleague Development
If you're interested in a specific career path or are looking to build certain skills, we want to help you succeed. You'll have regular career, development, and performance conversations with your manager, as well as access to an online learning platform and a variety of mentoring programs to help you unlock future opportunities.
If you're passionate about helping clients and building deep, lasting relationships, TD offers diverse career paths where you can grow your expertise and make a meaningful impact.
We're committed to your success and foster a respectful workplace where diverse perspectives are valued, everyone has fair opportunities to grow, and you can unlock your full potential to achieve your career goals. Here at TD, we hire and develop the best.
Training & Onboarding
We will provide training and onboarding sessions to ensure that you've got everything you need to succeed in your new role.
Interview Process
We'll reach out to candidates of interest to schedule an interview. We do our best to communicate outcomes to all applicants by email or phone call.
Accommodation
Your accessibility is important to us. Please let us know if you'd like accommodations (including accessible meeting rooms, captioning for virtual interviews, etc.) to help us remove barriers so that you can participate throughout the interview process.
We look forward to hearing from you!
Language Requirement (Quebec only):
Sans Objet