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Financial Associate Jobs in Edmonton, AB (NOW HIRING)

CIBC

Financial Service Associate

Sherwood Park, AB

As a Financial Services Associate in the Imperial Service Team, you'll provide administrative and client support to seek business growth opportunities.You'll create strong working relationships while ...

Raymond James Ltd.

Financial Planner

Edmonton, AB · On-site

CA$75K - CA$90K/yr

Financial Planner How does the role impact the organization? If you love helping people make sense ... When associates bring their best authentic self, our organization, clients and communities thrive ...

HGA Services Inc.

Financial Analyst

Edmonton, AB

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 ...

TELUS

Sr Financial Analyst

Edmonton, AB · Remote

Senior Financial Analyst - TELUS Health - MAT Replacement - 12 month opportunity Join our team Together, let's contribute to improving the health and well-being around us! The Senior Financial ...

Capital Power

Financial Due Diligence Analyst

Edmonton, AB · Hybrid

CA$49.11 - CA$58.57/hr

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 ...

JLL

Financial Analyst, Capital Markets

Edmonton, AB

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 ...

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All JobsFinancial Associate JobsFinancial Associate Jobs in Edmonton, AB

Financial Associate information

See Edmonton, AB salary details

$17.5K

$53.1K

$89K

How much do financial associate jobs pay per year?

As of Jul 26, 2026, the average yearly pay for financial associate in Edmonton, 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 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 Edmonton, AB? The most popular types of Financial jobs in Edmonton, AB are:
What are popular job titles related to Financial Associate jobs in Edmonton, AB? For Financial Associate jobs in Edmonton, AB, the most frequently searched job titles are:
What job categories do people searching Financial Associate jobs in Edmonton, AB look for? The top searched job categories for Financial Associate jobs in Edmonton, AB are:
What cities near Edmonton, AB are hiring for Financial Associate jobs? Cities near Edmonton, AB with the most Financial Associate job openings:
Financial Associate jobs near you
Infographic showing various Financial Associate job openings in Edmonton, AB as of July 2026, with employment types broken down into 1% As Needed, 71% Full Time, 26% Part Time, 1% Temporary, and 1% Contract. Highlights an 96% Physical, 2% Hybrid, and 2% Remote job distribution, with an average salary of $53,084 per year, or $25.5 per hour.

Universal Financial Associate - Southgate

Connect First Credit Union

Edmonton, AB

Full-time

Medical, Retirement, PTO

Posted 4 days ago

Job description

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

Posting Closes: July 30, 2026

Internal Use Only: S1; B

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. 

We are looking for a full-time Universal Financial Associate for our Lacombe Branch!

Reporting to the Market Director, 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.

          Apply