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Financial Associate Jobs in Alberta (NOW HIRING)

KPMG

Associate, Corporate Finance

Calgary, AB

We offer independent financial advisory and investment banking services to both private and public ... Our growing diversified investment banking team is seeking Experienced Analysts /Associates to join ...

KPMG

Associate, Corporate Finance

Edmonton, AB

We offer independent financial advisory and investment banking services to both private and public ... Our growing diversified investment banking team is seeking Experienced Analysts /Associates to join ...

Raymond James Ltd.

Financial Planner

Cochrane, AB · On-site

CA$75K - CA$90K/yr

Financial Planner (CFP) - Cochrane-IFS At Raymond James, we develop, we collaborate, we decide, we ... We encourage our associates at all levels to: Grow professionally and inspire others to do the same.

Alstar Group

Financial Analyst

Calgary, AB · On-site

In our environment that is continually changing and improving, the HR Associate will strive to ... Bachelor's Degree in Accounting, Finance or a related field; or minimum 2 year diploma in ...

Alstar Group

Financial Analyst

Calgary, AB · On-site

In our environment that is continually changing and improving, the HR Associate will strive to ... Bachelor's Degree in Accounting, Finance or a related field; or minimum 2 year diploma in ...

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Financial Associate information

What are the key skills and qualifications needed to thrive as a financial associate?

To thrive as a Financial Associate, you need strong analytical skills, attention to detail, and a foundational understanding of finance or accounting, often backed by a relevant degree. Familiarity with financial modeling tools, spreadsheets, and enterprise resource planning (ERP) systems such as SAP or Oracle is typically required, and certifications like CFA or CPA are advantageous. Excellent communication, problem-solving abilities, and teamwork are soft skills that help you excel in this role. These skills are crucial for ensuring accurate financial analysis, effective reporting, and successful collaboration within financial teams and with clients.

What are some common challenges financial associates face when managing multiple client portfolios?

Financial Associates often juggle multiple client accounts, each with unique goals and risk profiles. A common challenge is staying organized and ensuring timely communication, especially during periods of market volatility. Prioritizing tasks, leveraging financial management software, and maintaining strong attention to detail are essential for meeting client expectations and regulatory requirements. Collaborating closely with senior advisors and support teams can also help manage workload and deliver high-quality service.

What is the difference between Financial Associate vs Financial Analyst?

AspectFinancial AssociateFinancial Analyst
Required CredentialsBachelor's degree in finance, accounting, or related field; certifications like CFA or CPA are a plusBachelor's degree in finance, economics, or related; often requires CFA or similar certifications
Work EnvironmentBanking, investment firms, corporate finance departmentsInvestment firms, banks, corporate finance, consulting
Employer & Industry UsageCommonly employed in financial services, banking, and corporate financeUsed in investment analysis, asset management, and corporate strategy

Financial Associates typically handle client accounts, support financial transactions, and assist with reporting. Financial Analysts focus on analyzing financial data, preparing reports, and providing investment recommendations. While both roles require similar credentials and work in related environments, Financial Analysts tend to have a stronger emphasis on data analysis and strategic insights.

What does a financial associate do?

A financial associate analyzes financial data, prepares reports, and supports clients or organizations with investment, budgeting, and financial planning activities. They often use tools like Excel and financial software and may hold certifications such as CFA or CPA. The role typically requires strong analytical skills and attention to detail within a professional environment.

What are the most commonly searched types of Financial jobs in Alberta?

The most popular types of Financial jobs in Alberta are:

What are popular job titles related to Financial Associate jobs in Alberta?

For Financial Associate jobs in Alberta, the most frequently searched job titles are:

What job categories do people searching Financial Associate jobs in Alberta look for?

The top searched job categories for Financial Associate jobs in Alberta are:

What cities in Alberta are hiring for Financial Associate jobs?

Cities in Alberta with the most Financial Associate job openings:

Financial Associate jobs near you
Infographic showing various Financial Associate job openings in Alberta as of August 2026, with employment types broken down into 1% As Needed, 81% Full Time, 16% Part Time, and 2% Contract. Highlights an 88% Physical, 4% Hybrid, and 8% Remote job distribution.

Universal Financial Associate -Hanna

Connect First Credit Union

Hanna, AB

Full-time

Medical, Retirement, PTO

Posted 12 days ago

Key responsibilities

  • Support members by preparing documents for meetings, handling walk-in discussions, and processing daily banking transactions.

  • Review and ensure personal accounts are complete, accurate, and compliant, and follow up with members as needed.

  • Assist in opening new accounts, entering loan applications, and supporting branch activities to grow memberships and strengthen financial relationships.

Job description

Join Servus Credit Union - Canada’s Largest Credit Union!

Posting Closes: September 4th, 2026

We are looking for a full-time Universal Financial Associate in our Hanna branch!

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, which is why our members are also our owners. Every dollar we earn is reinvested into the things that matter most: our members, our employees, and our communities. Whether it’s through profit sharing, competitive rates, or local initiatives that make a real impact, we’re here to help Albertans feel good about their money. 

We’re looking for passionate, values-driven people to join our team. We welcome individuals from all backgrounds who are aligned with our values and are eager to contribute in meaningful ways. If you're excited to grow your career with a team that’s innovative, hardworking, collaborative and deeply rooted in community, we want to meet you. 

 Join Servus and discover a better way to work. 

Reporting to the Branch Manager, our Universal Financial Associate plays an integral role in the branch by supporting our members with all their banking needs. As a Universal Financial Associate, you'll prepare documents for member meetings, provide regular proactive contact and follow-up with members, handle discussions with walk-in members, and a variety of administrative and branch support activities. You'll also help the branch and our members by processing daily banking transactions and recommending products and services to ensure our members feel good about their money.

What you’ll be doing:

  • Proactively gather and document all pertinent information required for the Financial Advisor to have a robust conversation.
  • Reviewing personal accounts for completeness, accuracy, and ensure they are fully compliant. Look for recommendations to shape the members financial fitness.
  • Opening and reviewing new accounts, following up with members as per member service guidelines.
  • Preparing and entering loan application information.
  • Supporting branch activities to grow new memberships and strengthen our financial relationship with existing members.
  • Clearly and skillfully differentiate between credit union and competitor products and services. Present advice and solutions that will serve to improve the member's financial situation
  • With accuracy, processing member transactions such as deposits, withdrawals, loan and utility payments, money orders, credit card advances, calculation of foreign and domestic exchange & cheque cashing

What you bring: 

  • At least 1 year of retail banking or sales experience in addition to your high school diploma.

Although not required, the following education/certificates are valuable assets:

  • Post-secondary education in Finance (or related studies)
  • IFIC certification

Why Servus?  

Working for Servus has outstanding benefits. In addition to standard benefits like health and wellness, vacation and retirement savings programs, we also provide other important benefits such as: 

  • Competitive compensation including performance-based incentive pay and profit share 
  • Training & Development Opportunities 
  • Career Advancement Potential 
  • Flexible work options 
  • Meaningful work towards individual and corporate goals 
  • Opportunities to get involved and give back through an employee volunteer program 

          At Servus, our employees are also members. This means you'll have all the benefits of being a member of the credit union including profit sharing, voting for the board of directors, and all of the financial services we provide…with a few additional perks!

          What happens next?

          We thank all applicants for their interest. Please note applications will only be accepted online and only those applicants under consideration will be contacted. 

          At Servus Credit Union, we believe in being purposefully cooperative and working together to create a culture of Belonging for everyone. We are committed to an inclusive, equitable, and accessible workplace where everyone is valued, respected, and supported. We encourage applications from individuals of all backgrounds, and accommodations are available during every stage of the hiring process upon request. Your skills, passion and curiosity may find they belong at Servus, so even if you don't check every box, we encourage you to apply!

          Employment Eligibility: The selected candidate(s) must successfully pass a criminal background check, reference check and credit check to qualify for hire by Servus Credit Union.

          Qualified applicants are invited to apply online.

          We thank all applicants for their interest. Please note applications will only be accepted online and only those applicants under consideration will be contacted.

          #indh

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