1

Financial Associate Jobs in Alberta (NOW HIRING)

Are you a financial professional who enjoys turning complex data into meaningful insights? Do you thrive in a collaborative environment where your expertise supports strategic decision-making and ...

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 ...

Reporting to the Manager, PES Financial Analytics, you will lead the development of robust financial models and partner with cross-functional teams to assess opportunities, identify risks and value ...

Description Be the Financial Voice Leaders Trust Our team and what we'll accomplish together In the Senior Financial Analyst role you would focus on driving excellence by elevating financial ...

Description Be the Financial Voice Leaders Trust Our team and what we'll accomplish together In the Senior Financial Analyst role you would focus on driving excellence by elevating financial ...

Our team and what we'll accomplish together The Corporate Financial Planning & Analysis (FP&A) team is a collaborative group of trusted advisors that delivers operational insights to our senior ...

Our team and what we'll accomplish together The Corporate Financial Planning & Analysis (FP&A) team is a collaborative group of trusted advisors that delivers operational insights to our senior ...

next page

Showing results 1-20

Financial Associate information

What can you do with associates in finance?

A financial associate typically performs tasks such as analyzing financial data, preparing reports, assisting with budgeting, and supporting investment or banking activities. They often use tools like Excel and financial software, and may pursue certifications like the CFA or CPA to advance their careers.

How much does a finance associate earn?

The average salary for a financial associate typically ranges from $50,000 to $70,000 per year, depending on experience, location, and industry. Entry-level positions may start lower, while experienced professionals or those with specialized skills can earn higher salaries. Certifications like CFA or CPA can also influence earning potential.

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 to help clients or organizations meet their financial goals.

What are the key skills and qualifications needed to thrive as a Financial Associate, and why are they important?

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 is the work of a finance associate?

A finance associate supports financial operations by preparing reports, analyzing data, and assisting with budgeting and forecasting. They often use financial software and require strong analytical skills to help organizations manage their financial health effectively.
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 June 2026, with employment types broken down into 76% Full Time, 22% Part Time, 1% Temporary, and 1% Contract. Highlights an 86% Physical, 3% Hybrid, and 11% Remote job distribution.
Financial Consulting Associate - Accountant (Quickbooks)

Financial Consulting Associate - Accountant (Quickbooks)

RSM

Edmonton, AB

Full-time

Posted 5 days ago


Job description

We are the leading provider of professional services to the middle market globally, our purpose is to instill confidence in a world of change, empowering our clients and people to realize their full potential. Our exceptional people are the key to our unrivaled, inclusive culture and talent experience and our ability to be compelling to our clients. You'll find an environment that inspires and empowers you to thrive both personally and professionally. There's no one like you and that's why there's nowhere like RSM.

RSM's Finance as a Service (FaaS) practice is looking for skilled professionals to join us at the Associate level. RSM's FaaS practice blends to best of both worlds by providing candidates with all the career growth opportunities that come with working for a public accounting firm, while at the same time operating in private company environments on a daily basis. We provide accounting, technology and consulting services to private, lower middle market clients, with revenues ranging from $0 to $100 million. In other words, we are the accounting department for our clients. Our diverse industry base includes technology, life science, not-for-profit, consumer products and professional service organizations, just to name a few. This position will need to work to deadlines and a multitude of accounting activities, such as month end close, financial reporting, year-end audit support, and the support of budget and forecasting activities.In addition, you will have the ability to learn and efficiently use our best-in-class cloud based technology stack. FaaS Associates will have contact with our clients (CEO, COO, CFO, VP of Finance, Controller, etc.), as well as other client contacts including tax and professional service providers.


We operate in a team-based environment and have a proven track record of delivering exceptional value to our clients. The key attributes that will make someone successful in this role include:

  • Assertive, collaborative, team player and desire to learn different industries and develop a Controller skill set
  • Superior ability to prioritize and focus in a dynamic, multi-client environment
  • Familiarity and comfort level working with cloud-based technology systems
  • Willingness to learn and work with emerging technology solutions such as OCR (Optical Character Recognition), AI (Artificial Intelligence) and Accounting BOTS
  • Professional presentation and great communication skills as contact with clients will be extensive
  • Solid Excel skills (create tables, use formulas, pivot tables)

Responsibilities:
This is a hands-on position that requires transaction processing, account reconciliation and financial reporting skills. Duties include:

  • Key point of contact for our clients Purchase to Pay, Order to Cash and Month End Close cycles
  • Lead our accounts payable and accounts receivable teams for our clients
  • Processes and records journal entries for revenue, prepaid expenses, fixed asset, accrued expenses, payroll, and / other month end close areas as applicable, in an accurate and timely manner
  • Understands the purpose of reconciliations. Prepares bank reconciliations and general ledger account reconciliations
  • Prepare client's monthly financial statements including month over month variance analysis and / or actual to budget analysis
  • Continuously identify opportunities to enhance the clients monthly operations to make suggestions for process improvements
  • Define and document repeatable methodologies with appropriate tools and templates that can be leveraged for future clients.
  • Understand our technology stack and identify additional add-on processes, systems, modules and integrations that can drive month-end close efficiencies.

Qualifications

  • A minimum of a Bachelor's in accounting/finance is required
  • Excellent written and oral communication skills are a must (proactively communicates status, issues, conflicts, and priorities up, down and across the engagement team)
  • Ability to balance multiple responsibilities simultaneously plus excellent analytical and decision making skills
  • Experience in a public accounting firm, consulting firm or other professional services environment preferred but not required
  • Proficiency utilizing Microsoft Office (Word, Excel, Outlook, etc.).
  • Strong organizational skills along with the ability to meet deadlines.
  • Ability to adapt to change effectively

Preferred Qualifications

  • Experience with automated accounting systems (i.e. Intacct, NetSuite, Blackline, Bill.com, Tallie)
  • CPA or pursuing CPA is preferred but not required

At RSM, we offer a competitive benefits and compensation package for all our people.We offer flexibility in your schedule, empowering you to balance life's demands, while also maintaining your ability to serve clients. Learn more about our total rewards at https://rsmcanada.com/careers/life-at-rsm/rewards-and-benefits.html.

RSM does not tolerate discrimination and/or harassment based on race; colour; creed; sincerely held religious beliefs, practices or observances; sex (including pregnancy or disabilities related to nursing); gender (including gender identity and/or gender expression); sexual orientation; national origin; ancestry; familial or marital status; age; physical or mental disability; citizenship; political affiliation; medical condition (including family and medical leave); domestic violence victim status; past, current or prospective service in the Canadian uniformed service; Canadian Military/Veteran status; pre-disposing genetic characteristics or any other characteristic protected under applicable provincial employment legislation.

Accommodation for applicants with disabilities is available upon request in connection with the recruitment process and/or employment/partnership.RSM is committed to providing equal opportunity and reasonable accommodation for people with disabilities. If you require a reasonable accommodation to complete an application, interview, or otherwise participate in the recruiting process, please call us at 800-274-3978 or send us an email at careers@rsmus.com.

At RSM, an employee's pay at any point in their career is intended to reflect their experiences, performance, and skills for their current role. The salary range (or starting rate for interns and associates) for this role represents numerous factors considered in the hiring decisions including, but not limited to, education, skills, work experience, certifications, location, etc. As such, pay for the successful candidate(s) could fall anywhere within the stated range.

Compensation Range: $52,500 - $73,500