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Financial Risk Jobs in Calgary, AB (NOW HIRING)

Targeted Talent

Financial Advisor

Calgary, AB · On-site

Meets with clients to determine their current income, expenses, insurance coverage, tax status, financial objectives, risk tolerance, and other information needed to develop a financial plan.

BMO Financial

Portfolio Assistant

Calgary, AB · On-site

CA$38K - CA$71K/yr

Wealth Sales & Service Provides administrative and operational support to the delivery of financial ... Follows through on the risk and compliance processes and policies to ensure we safeguard our ...

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Financial Risk information

What is the difference between Financial Risk vs Credit Analyst?

AspectFinancial RiskCredit Analyst
Primary FocusIdentifying and managing financial risks across investments, markets, and corporate strategiesAssessing creditworthiness of individuals or companies to determine loan eligibility
Required CredentialsFinance, risk management certifications, often a degree in finance or economicsFinance, accounting, or economics degree; certifications like CFA or credit-specific training
Work EnvironmentFinancial institutions, investment firms, corporate risk departmentsBanks, lending institutions, credit agencies
Industry UsageWidely used in banking, investment, and corporate sectors for risk mitigationPrimarily in banking and lending sectors for credit assessment

Financial Risk professionals focus on identifying and mitigating potential financial losses across various areas, while Credit Analysts specialize in evaluating the creditworthiness of borrowers to facilitate lending decisions. Both roles require finance-related credentials and are integral to financial institutions, but their core responsibilities differ significantly.

Is a financial risk analyst a good career?

A financial risk analyst is a valuable role in finance, responsible for identifying and managing potential financial losses using data analysis and risk assessment tools. The career offers opportunities for advancement, requires strong analytical skills, and often involves certifications like FRM or CFA. Job stability and salary prospects are generally favorable in this field.

What is a financial risk job?

A financial risk job involves identifying, analyzing, and managing potential financial losses for an organization. Professionals in this field often use risk assessment tools, financial modeling, and industry regulations to minimize exposure to risks such as credit, market, or operational risks.

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

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

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

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

Financial Risk jobs near you
Infographic showing various Financial Risk job openings in Calgary, AB as of August 2026, with employment types broken down into 1% As Needed, 83% Full Time, 14% Part Time, and 2% Contract. Highlights an 87% Physical, 5% Hybrid, and 8% Remote job distribution.

Financial Advisor

Targeted Talent

Calgary, AB • On-site

Full-time

Re-posted 16 days ago

Job description

TITLE: Financial Advisor
LOCATION: Calgary, AB
REPORTING: Senior Financial Advisor 

JOB PURPOSE: Why does this role exist?
The primary responsibility of a Financial Advisor (FA) is to proactively identify, develop and maintain strong 
client relationships within the firm’s Legacy book of business through regular contact and providing timely, 
value-added information, advice and recommendations. The FA is to leverage financial planning tools to 
help clients understand what they need to do to reach their goals and to encourage them to act on my 
recommendations. This role reports to the Senior Financial Advisor.

KEY ACCOUNTABILITIES: 
• Promotes a culture of compliance throughout the firm.
• Recommends strategies clients can use to achieve their financial goals and objectives, including advice 
on asset management, asset protection, financial management, retirement planning, tax planning, 
business planning and estate planning.
• Manages client base with constant contact strategy. 
• Meets with clients to determine their current income, expenses, insurance coverage, tax status, 
financial objectives, risk tolerance, and other information needed to develop a financial plan.
• Completes projects and special assignments by establishing objectives; determining priorities; managing 
time; gaining cooperation of others; monitoring progress; problem-solving; making adjustments to 
plans.
• Exhibits the firm’s values of leadership, teamwork, respect, accountability and passion

CRITICAL PERFORMANCE AREAS 
FIRM CONTRIBUTION
• Responsible to adhere to all compliance and regulatory requirements as set out by the firm and 
other regulatory bodies.
• Creates, organizes and executes a successful and effective sale process, acquiring new clients along 
the way.
• Works within the team on asks such as Insurance Management.
• Is accountable to follow company policies and procedures.
• Utilizes company approved tools and software.

CLIENT MANAGEMENT
• Identifies opportunities and works with the team members to create solutions for clients.
• Manages client relationships.
• Services and expands new and existing clients by introducing them to the firm's services.
• Reviews accounts to determine if life changes necessitate new financial strategies.
 
LEADERSHIP AND TEAM DEVELOPMENT
• Updates job knowledge by participating in educational opportunities, reading professional 
publications; maintains personal networks; participates in professional organizations.
• Identifies and keeps abreast of new market trends; shares and educates where appropriate.

FINANCIAL AND BUSINESS PERFORMANCE
• Responsible for revenue generation and proactively identify opportunities to grow the business 
(new and existing clients).
• Identifies opportunities to gather additional assets and/or increase revenue within the existing 
client base.

FUNCTIONAL COMPETENCIES
• Ability to see the “big picture” while staying aligned to the firm’s vision.
• Has a love for the financial services industry, specifically financial planning and a desire to grow in this 
field.
• Holds self-accountable to high levels of client service with a focus on maintaining and building strong 
customer relationships
• Ability to listen, be responsive to client needs and empathy; persuasive and articulate communication 
style and strong interpersonal skills to work in this people-oriented business.
• Strong analytical skills, the ability to use databases and conduct financial research, in addition to 
excellent math skills.
• Entrepreneurial Spirit – a love to embrace new opportunities and make things happen, thrive in a fast 
paced constantly evolving environment.
• Highly organized and results oriented with demonstrated flexibility.
• Strong personal ethics.
 
 QUALIFICATIONS 
• College, University degree or equivalent.
• CSC accreditation.
• CIM an asset.
• CFP Designation and Membership in the Financial Planning Association or other industry groups.
• Insurance licensing an asset.
• Should have working knowledge of estate planning, power of attorney, wills, family trusts, insurance 
and tax sufficient to discuss these topics with clients and engage or refer to the appropriate specialists.
• Must have proven success in building solid client relationships.
• IT literacy
 
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About Targeted Talent

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Your single source for HR professional services, we offer job seekers specialized employment services, spanning contract, permanent positions, and project solutions for highly specialized and managerial level talent needs. Our team of specialized recruiters and consultants abilities extend far beyond resume or career counseling. With hundreds of collaborators strategically located throughout the country, our organization possess the local market knowledge and industry relationships that make successful geography-specific reach possible.

Industry

Recruiting and staffing services

Company size

11 - 50 Employees

Headquarters location

Vancouver, BC, CA

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