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Financial Rep Jobs in Edmonton, AB (NOW HIRING)

The Financial Consultant Early Career contributes to the overall success of MD Financial Consultant ... CIRO licensed as a Registered Representative (CIRO-RR) including completion of the Canadian ...

Field Sales Representative with Leaf Filter Job Summary Are you financially happy in your current role? Does your current position offer opportunities for growth and a rewarding career? If you need ...

Investment Specialist

Edmonton, AB · On-site

CA$40K - CA$80K/yr

Salaried The above represents BMO Financial Group's pay range and type. Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may ...

As an Inside Sales Rep, you will serve as a key customer contact and consultant at our branch, with ... In addition to our health and financial plans, we also offer: Paid Parental Leave United Compassion ...

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Financial Rep information

What is the difference between Financial Rep vs Insurance Agent?

AspectFinancial RepInsurance Agent
CredentialsSeries 6/7, 63, 65/66 licensesLicense specific to insurance products (e.g., life, health, property)
Work EnvironmentFinancial firms, banks, investment companiesInsurance agencies, brokerages, independent agencies
Employer & IndustryFinancial services industry, investment firmsInsurance industry, agencies, brokerages
Common Search/ComparisonFinancial Rep vs Insurance Agent

The main difference between a Financial Rep and an Insurance Agent lies in their licensing and product focus. Financial Reps typically hold securities licenses and offer investment products, while Insurance Agents are licensed to sell insurance policies. Both roles work within the financial services industry but serve different client needs and product types.

What does a financial representative do?

A financial representative helps clients manage their finances by providing advice on investments, insurance, and financial planning. They analyze clients' financial situations, recommend suitable products, and often hold licenses or certifications to sell financial services. Strong communication skills and knowledge of financial tools are essential for this role.

What cities near Edmonton, AB are hiring for Financial Rep jobs?

Cities near Edmonton, AB with the most Financial Rep job openings:

Infographic showing various Financial Rep job openings in Edmonton, AB as of August 2026, with employment types broken down into 1% As Needed, 81% Full Time, 16% Part Time, and 2% Contract. Highlights an 87% Physical, 4% Hybrid, and 9% Remote job distribution.

Senior Financial Analyst - Mining Sales

Acheson, AB • Hybrid

SMS Equipment
Manufacturing • 1 - 5K employees

CA$100K - CA$115K/yr

Full-time

Re-posted 26 days ago


Key responsibilities

  • Prepare and analyze financial reports, including inventory projections, sales forecasts, and variance analyses.

  • Support the equipment financing process by developing financing solutions, managing applications, and overseeing transactions.

  • Serve as the CRM system administrator, ensuring data accuracy, developing training materials, and generating sales and financial reports.


Job description

SMS Equipment is seeking a highly analytical and collaborative Senior Financial Analyst – Mining Sales to support our Mining Equipment Sales team. In this role, you will play a critical part in financial reporting, forecasting, and equipment financing solutions that enable revenue growth and support strategic decision-making. You will work closely with Sales, Finance, and external partners to deliver actionable insights and financing strategies that help drive successful outcomes for both customers and the business. This is an exciting opportunity for a finance professional who thrives in a dynamic, fast-paced environment and enjoys working cross-functionally. 

Work Location: Acheson, AB 
Salary: $100,000 - $115,000, per annum, commensurate with experience 
Work Arrangement: Hybrid – opportunity to work remotely up to 2 days per week 
Schedule: Monday – Friday, 8:00 AM – 4:30 PM 

What You’ll Do 

Financial Analysis & Reporting 

  • Prepare and analyze monthly mining equipment inventory projections and budget vs. forecast reports. 
  • Provide real-time sales forecast updates for executive reporting. 
  • Support the annual budget process in Vena and develop PowerPoint presentations. 
  • Review cost worksheets to analyze variances between sales quotes and final equipment costs. 
  • Prepare and maintain Mining Accounts Receivable sales reports, ensuring timely follow-up on collections. 
  • Coordinate foreign exchange and forward contract bookings related to mining equipment sales. 
  • Assist in revenue recognition for mining sales, aligning financial reporting with actual sales performance. 
  • Develop financial dashboards and key performance indicator (KPI) tracking for quarterly sales meetings. 

Equipment Financing & Lease Structuring 

  • Identify and evaluate financing programs to support mining equipment sales. 
  • Develop financing solutions by liaising with lenders, including Komatsu Financial and external financial institutions. 
  • Manage financing applications, coordinate contracts, and oversee the completion of financing transactions. 
  • Ensure Sales Representatives are aware of all current finance programs and how each program may be applied 
  • Prepare detailed amortization schedules, lease structures, and buyout calculations. 
  • Draft and manage rental and rent-to-sell agreements. 

CRM & Sales Data Management 

  • Serve as the CRM system administrator, ensuring data accuracy and functionality. 
  • Develop training materials and provide ongoing support for sales teams on CRM tools. 
  • Collaborate with digital transformation teams to enhance CRM capabilities and reporting automation. 
  • Generate reports and presentations for management, providing insights into sales activity and financial performance. 

What You Bring 

You have a university degree finance, accounting, or related field along with experience supporting sales operations, financial reporting, and equipment financing. You are highly analytical, detail-oriented, and comfortable working in a fast-paced, multi-project environment while collaborating across teams to influence business outcomes. 

In addition, you have: 

  • CPA or equivalent professional designation (e.g., CFA, CMA) with 5+ years of experience 
  • Experience with financial analysis, forecasting, and reporting 
  • Understanding of equipment financing, leasing, and credit structures 
  • Advanced proficiency in Microsoft Office and financial systems (e.g., CRM tools, Vena) 
  • Excellent communication and stakeholder management skills 
  • Ability to travel throughout Canada and United States (Alaska). 

Assets: 

  • Experience working in heavy equipment, mining, or industrial sectors 
  • Bilingual (English/French) 

This position is classified as an Individual Contributor role in SMS Equipment’s competency framework, requiring demonstration of core competencies (customer focus, collaboration, and technical/functional expertise). 

PreEmployment 

Candidates may be required to complete:  

  • Criminal Record Check 
  • Credit Check 
  • Education & Credential Verification 

This posting is for an existing vacancy within SMS Equipment. Applications will be accepted until a suitable candidate is hired. 

We thank all applicants for their interest. Only those selected to proceed to the next stage of the recruitment process will be contacted. 

At SMS Equipment,the right partnership makes everything possible. We’re committed to building a diverse and inclusive team and encourage applications from all qualified individuals. Join us and bring your expertise to an organization that valuessafety, authenticity, innovation, performance, and respect. 

SMS Equipment offers rewardingcareersin the heavy equipment industry across Canada. As the largest Komatsu dealer in North America, SMS Equipment gives you the opportunity to represent world-class quality in our product offerings and customer service.A few of the many benefits of working with SMS Equipment includecompetitive wages, comprehensive group benefits plan, and RRSP matching.