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Financial Associate Jobs in Alberta (NOW HIRING)

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 ...

New

The Opportunity The Financial Analyst plays a criticalrole in the Integrated Financial Services ("IFS") division. IFS is a fractionalaccounting and business advisory division. Our group embeds ...

Financial Analyst

Calgary, AB ยท On-site

$90K - $120K/yr

Financial Analyst Our Calgary-based property and construction client is seeking a highly analytical and business-minded Financial Analyst to support the company's continued growth across multiple ...

Reporting to the Team Lead, External Reporting, the Financial Analyst will support the preparation of Cenovus' external disclosure documents, including quarterly and annual financial statements, MD&A ...

Financial Analyst

Calgary, AB ยท On-site

$90K - $110K/yr

Financial Analyst Our Calgary-based client is seeking an experienced Financial Analyst to play a key role in supporting the organization's financial integrity, reporting processes, and strategic ...

A career as a Associate Wealth Advisor at National Bank is a job that where you can capitalize on ... National Bank Financial - Wealth Management is the fifth largest mutual funds brokerage firm in ...

A career as a Associate Wealth Advisor at National Bank is a job that where you can capitalize on ... National Bank Financial - Wealth Management is the fifth largest mutual funds brokerage firm in ...

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Financial Associate information

What is a financial associate?

A financial associate is a professional who supports financial planning, analysis, and management within organizations. They often handle tasks such as preparing reports, analyzing financial data, and assisting with budgeting, typically requiring knowledge of financial software and strong analytical skills.

What does a financial associate do?

A financial associate supports financial operations by analyzing data, preparing reports, and assisting with budgeting and investment activities. They often use financial software and require strong analytical skills, with some roles needing relevant certifications or degrees in finance or accounting.

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 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 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 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:

Infographic showing various Financial Associate job openings in Alberta as of August 2026, with employment types broken down into 100% Full Time. Highlights an 91% In-person, and 9% Remote job distribution.

Analyst or Associate Project Finance (On-Site)

National Bank

Calgary, AB โ€ข Hybrid

Full-time

Medical, Retirement

Posted 17 days ago


Job description

Attendance
On-Site
Job number
34492
Category
Intermediate Professional
Status: Permanent
State
Quebec
Type of Contract
Permanent
Country
Canada
Schedule: Full-Time 
Full Time / Part Time?
Full-Time
Posting date
27-Jul-2026
Area(s) of interest: Capital Markets and treasury
Location(s): Calgary, Montreal

As an Analyst or Associate, in the Project Finance (Origination) team at National Bank of Canada Capital Markets, means acting as a specialist in modeling, underwriting, and executing project finance transactions. In this position, you will play a support role in the deal process while using your critical thinking skills and strong attention to detail to have a positive impact on the organization. 

Your Job

  • Complete complex financial modeling for projects. Expert proficiency in spreadsheet modelling is essential
  • Ensure that credit underwriting for project finance transactions are within the risk management parameters of the Bank
  • Perform internal risk assessments and Bank return analyses for new and existing transactions
  • Assist in the execution and closing functions of project finance transactions including review and negotiation of credit agreements and other credit documentation
  • Support the deal team in the structuring of financings across a spectrum of transaction types
  • Interface with external consultants including independent engineers, resource consultants, legal counsel, and insurance advisors
  • Interact with internal business partners including investment banking, debt capital markets, infrastructure advisory, risk management solutions and credit risk management
  • Perform due diligence, including reviewing market studies, engineering reports, financial models, customer financial information, project contracts, and legal analyses
  • Contribute to special projects and initiatives as required
  • Ensure compliance of all internal and external matters in accordance with banking regulations, Bank policy and best practices

Your Team

The Project Finance team is a leading franchise within the National Bank of Canada Capital Markets - Corporate & Investment Banking (โ€œCIBโ€) group.

You will be an integral part of the Project Finance team. Focus is on North America with some exposure to global project financings. Clients are located throughout North America, some limited travel will be required.

Our training programs use on-the-job learning to help you master your role. Youโ€™ll have access to colleagues with a wide range of expertise, experience and backgrounds to enrich all aspects of your development.

Requirements

  • Completion of an Undergraduate Degree or Graduate Degree in Finance, Economics, Business Administration, Engineering, Accounting, or other relevant field.
  • Working towards a professional designation such as the CFA, CA, etc. considered an asset
    • Analyst requires 1-3 years of experience in Project Finance, Investment Banking, Infrastructure, Engineering/Development, Commercial/Corporate Lending, Capital Markets, or other relevant areas
    • Associate requires 3-6 years of experience Project Finance, Investment Banking, Infrastructure, Engineering/Development, Commercial/Corporate Lending, Capital Markets, or other relevant areas
  • Strong financial modeling skills using Excel
  • Self-starter and able to complete complex task with limited oversigh
  • Critical thinker with strong attention to detail
  • Able to multitask and manage conflicting priorities
  • Strong communication and interpersonal skills
  • Proactivity and business judgement

Languages:
English, French
Reason to require this language: you will need to serve clients who speak a language other than French regularly.
Skills

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Capital Markets Commercial Lending Critical Thinking Due Diligence Financial Modeling Infrastructure Interpersonal Skills Multitasking Portfolio Management Project Finance Renewable Energy Risk Assessment Underwriting Detail-oriented
Your benefits
In addition to competitive compensation, upon hiring youโ€™ll be eligible for a wide range of flexible benefits to help promote your wellbeing and that of your family such as:

* Health and wellness program, including many options
* Flexible group insurance
* Generous pension plan
* Employee Share Ownership Plan
* Employee and family assistance program
* Preferential banking services
* Involvement in community initiatives
* Telemedicine service
* Virtual sleep clinic

We have an offer that keeps up with trends as well as your needs and those of your family.

Our dynamic work environments and cutting-edge collaboration tools foster a positive employee experience. We value employeesโ€™ ideas. Whether through our surveys or programs, regular feedback and ongoing communication are encouraged.

Making a bold move in a people-first environment
Weโ€™re a bank on a human scale that stands out for its courage, entrepreneurial culture, and passion for people. Our mission is to have a positive impact on peopleโ€™s lives. Our core values of partnership, agility, and empowerment inspire us, and inclusion is central to our commitments. We aim, wherever possible, to provide a barrier-free and accessible environment to all employees.

We strive to provide accessibility measures throughout the recruitment process within the limits of our available resources. If you require accommodations, feel free to let us know during our initial conversations. We welcome all candidates! What can you bring to our team?

Join us!
Une carriรจre en tant que ConseillerAs a Senior Legal Advisor in the Legal