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Financial Associate Jobs in Alberta (NOW HIRING)

Senior Financial Analyst

Calgary, AB

CA$99K - CA$117K/yr

  • Retirement

  • PTO

As a Senior Financial Analyst , you will play a key role in helping leaders make informed business decisions through thoughtful financial planning, modelling, and analysis. You will work closely with ...

Senior Financial Analyst

Edmonton, AB ยท Hybrid

  • Retirement

  • PTO

Job Overview We are seeking a skilled and motivated Senior Financial Analyst to support the Manager, Finance Business Partner in delivering financial planning, performance reporting, and decision ...

Senior Financial Analyst

Calgary, AB ยท Hybrid

  • Retirement

  • PTO

Job Overview We are seeking a skilled and motivated Senior Financial Analyst to support the Manager, Finance Business Partner in delivering financial planning, performance reporting, and decision ...

Senior Financial Analyst

Calgary, AB ยท Hybrid

CA$51.89 - CA$62.78/hr

We are seeking a Senior Financial Analyst to join our Finance team, supporting the Capital Asset function. This role is ideal for an accounting professional with strong experience in fixed asset ...

As a Senior Financial Analyst, you will work out of our Calgary corporate office and play a key role in preparing and analyzing quarterly and annual financial statements, as well as management ...

Senior Financial Analyst

Calgary, AB ยท On-site

  • Medical

  • PTO

Reporting to the Manager, Financial Reporting, this role will be instrumental in financial reporting, addressing technical accounting matters, and driving process improvements. This is an exciting ...

Financial Due Diligence Analyst

Edmonton, AB ยท Hybrid

CA$49.11 - CA$58.57/hr

  • Retirement

  • PTO

The Financial Due Diligence Analyst supports the company's growth strategy by contributing to financial due diligence activities. Reporting directly to the Senior Lead, Accounting Due Diligence, this ...

Senior Financial Analyst

Calgary, AB ยท Hybrid

CA$100K - CA$110K/yr

Aston Carter's large client in is seeking a Senior Financial Analyst to join their team! This individual will be responsible for all activities involved in the reconciliation and full cycle reporting.

Financial Analyst, Capital Markets - JLL What this job involves: As a Financial Analyst on the JLL Edmonton Capital Markets team, you will play an essential role in supporting a market-leading real ...

Finance Analyst

Edmonton, AB ยท On-site

CA$70 - CA$90K/hr

Analyze periodic financial data to help in performing financial due diligence on the financial statements. * Assist in preparing quarterly and yearly financial statements for sites as required ...

Finance Analyst

Edmonton, AB ยท On-site

CA$80K - CA$90K/yr

The Business Analyst will be responsible for financial reporting, analysis, and forecasting within Medicentres. They will be expected to work collaboratively to help drive strategic projects within ...

Finance Analyst

Edmonton, AB ยท On-site

CA$80K - CA$90K/yr

The Business Analyst will be responsible for financial reporting, analysis, and forecasting within Medicentres. They will be expected to work collaboratively to help drive strategic projects within ...

Finance Analyst

Calgary, AB ยท On-site

  • Medical

  • Dental

  • Life

  • Retirement

Financial Analysis & Decision Support: Perform standard and ad hoc analyses to support business decisions. * Month-End Procedures: Review month-end results to ensure accuracy and completeness.

Showing results 41-60

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.

Associate Wealth Advisor (On-Site)

National Bank

Calgary, AB โ€ข Hybrid

Full-time

Posted 15 days ago


Job description

Attendance
On-Site
Job number
33754
Category
Senior Professional
Status: Permanent
Type of Contract
Permanent
Schedule: Full-Time 
Full Time / Part Time?
Full-Time
Posting date
11-Feb-2026
Area(s) of interest: Wealth management
Location(s): Calgary

A career as a Associate Wealth Advisor at National Bank is a job that where you can capitalize on your entrepreneurial spirit and have a direct impact on clients. In this role, you will support clients during all their life events to help them achieve their financial goals, and you will build long-term, trust-based relationships. 

Your job:

  • Diligently and attentively support and manage your portfolio of clients.
  • Offer your clients the best solutions on the market so they can achieve their financial goals.
  • Collaborate with several specialists from different sectors of the Bank to meet all needs.
  • Build strong relationships with a wide variety of specialists who can guide you in your advisory role.

Your team:

National Bank Financial โ€“ Wealth Management is the fifth largest mutual funds brokerage firm in Canada. We have close to 1,000 investment advisors who manage the assets of more than 400,000 clients in about 100 branches. Every day, youโ€™ll work with these clients as well as an investment assistant or senior investment assistant. Youโ€™ll work closely with the team to attract clients and build long-lasting, trust-based relationships with each of them. Reporting to the Regional Director, you will monitor your development together to help achieve your career objectives.

We want to contribute to your quality of life by offering you as much flexibility as possible in your work. For example, we offer a hybrid (remote and in the office) work model, work schedule arrangements to help you achieve work/life balance, and flexible leave that you can take when it's important to you.

Prerequisites:

  • Completion of CIRE: Canadian Investment Regulatory Exam
  • Completion of RSE: Retail Securities Exam
  • CIM or CFA
  • Financial Planner or any other accreditation related to the field, an asset
  • Willingness to offer quick and efficient service to clients 
  • Knowledge of taxation, an asset
  • Recognized ability to learn software and IT systems 
  • Excellent ability to maintain business relationships through the effective use of virtual communication tools 
Languages:
English
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
* Employee Share Ownership Plan
* Employee and Family Assistance Program
* Preferential banking services
* Opportunities to get involved 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.โ€ฏ

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

Making a bold move in a people-first environment
We're a bank on a human scale that stands out for its courage, entrepreneurial culture, and passion for people.โ€ฏOur mission is to have a positive impact on people'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.โ€ฏ

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