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Financial Associate Jobs in Calgary, AB (NOW HIRING)

Canadian Blood Services

Senior Financial Analyst

Calgary, AB · On-site

CA$99K - CA$117K/yr

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 ...

FLINT Corp.

Senior Financial Analyst

Calgary, AB

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 ...

AgeCare

Senior Financial Analyst

Calgary, AB · On-site

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 ...

Aston Carter

Senior Financial Analyst

Calgary, AB · 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.

Amrize

Finance Analyst

Calgary, AB

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.

SAIT

Senior Financial Compensation Analyst

Calgary, AB · Hybrid

CA$90K - CA$100K/yr

SAIT's Finance department loves an equation - so we're looking to add to our team. Tasked with ensuring the institution's financial health, we bring diligence, accuracy and a customer-focused ...

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Showing results 21-40

All JobsFinancial Associate JobsFinancial Associate Jobs in Calgary, AB

Financial Associate information

See Calgary, AB salary details

$17.5K

$53.1K

$89K

How much do financial associate jobs pay per year?

As of Aug 16, 2026, the average yearly pay for financial associate in Calgary, AB is $53,084.00, according to ZipRecruiter salary data. Most workers in this role earn between $42,500.00 and $62,500.00 per year, depending on experience, location, and employer.

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 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 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 are the most commonly searched types of Financial jobs in Calgary, AB?

The most popular types of Financial jobs in Calgary, AB are:

What are popular job titles related to Financial Associate jobs in Calgary, AB?

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

What job categories do people searching Financial Associate jobs in Calgary, AB look for?

The top searched job categories for Financial Associate jobs in Calgary, AB are:

What cities near Calgary, AB are hiring for Financial Associate jobs?

Cities near Calgary, AB with the most Financial Associate job openings:

Financial Associate jobs near you
Infographic showing various Financial Associate job openings in Calgary, AB as of August 2026, with employment types broken down into 1% As Needed, 82% Full Time, 14% Part Time, and 3% Contract. Highlights an 89% Physical, 3% Hybrid, and 8% Remote job distribution, with an average salary of $53,084 per year, or $25.5 per hour.

Licensed Associate

Klopp Richards and Associates

Calgary, AB • On-site

Full-time

Posted 22 days ago

Job description

Job Description Our Calgary client is looking for a Licensed Investment Associate who will report to an Investment Advisor, and you will leverage your industry knowledge, business development and customer service skills to provide exceptional customer and financial services to our clients and internal partners. As the Investment Associate, you will: Research, analyze and execute trade orders across a portfolio of securities in an accurate and timely manner Process a variety of account activities (converting RRSP to RRIF, setting up RRIF payments, estates, beneficiary updates, etc.) Process a variety of transactions (ex: issuing cheques, deposits, contributions and withdrawals, incoming and outgoing transfers) Process trades and provide quotes Assist in researching products, services, and investment opportunities (equites, bonds, structured notes, discretionary products etc.) Assist with business development by coordinating opportunities with Centers of Influence, following up on prospective client leads, using a CRM tool to develop pipeline and opportunities for revenue and asset under administration growth Help draft the client financial newsletter by gathering information; preparing and editing articles; designing graphic presentation; preparing and distributing to clients Respond to client emails and phone calls in a timely, warm and friendly manner Proactively maintain current knowledge of policy and procedure changes within the firm and industry Commit to a rigorous follow up relating to all client transactions to ensure proper processing and minimize errors Maintain client files to ensure all documentation and notes are compliant within industry regulations. Acts as a resource person for clients (ex: generating specialized reports, questions about specific products) Provide client account reports, portfolio reviews, tax reports, etc

Perform other duties as assigned Your education and qualifications include: A minimum of 5 years' industry experience, preferably in an administrative, trading or operational capacity Diploma in business administration, accounting, finance, or similar field of study, Bachelor's degree preferred Professional designation such as PFP, CFA or CFP considered an asset Comprehensive knowledge of topics related to the financial and securities industry, including investment and insurance products and services Strong organizational skills with excellent attention to detail Demonstrate a reliable work ethic with the ability to manage multiple, competing priorities Ability to adapt quickly to changing needs and work requirements Customer-focused attitude with a commitment to providing extraordinary Demonstrate a high proficiency in Microsoft Office tools and financial software Conditions of Employment: Must be legally eligible to work in Canada Current and maintained registration as an IR, including completion of all courses and experience requirements, with IIROC with the ongoing requirement to fulfill Continuing Education requirements Completion of CSC and CPH A background check, satisfactory to the employer, will be required of the successful applicant prior to commencing employment If you are interested in this opportunity, please send a copy of your resume to Amy at aanderson@klopprichards.com quoting JOB-5637. Klopp Richards & Associates would like to thank all applicants in advance for their interest in this opportunity.

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