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Financial Service Associate Jobs in Edmonton, AB

Work with management, finance, service, and BDC teams * Meet and exceed sales goals What We're ... as a Sales Associate. Bring your confidence, follow-up discipline, and drive to win. We will ...

Work with management, finance, service, and BDC teams * Meet and exceed sales goals What We're ... as a Sales Associate. Bring your confidence, follow-up discipline, and drive to win. We will ...

Work with management, finance, service, and BDC teams * Meet and exceed sales goals What We're ... as a Sales Associate. Bring your confidence, follow-up discipline, and drive to win. We will ...

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Senior Care Sales Associate

Edmonton, AB ยท On-site

CA$50K - CA$150K/yr

Senior Care Sales Associate Independent Contractor | 100% Commission-Based Position Overview ... Experience in senior care, healthcare, insurance, financial services, real estate, community ...

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Financial Service Associate information

What is the difference between Financial Service Associate vs Financial Advisor?

AspectFinancial Service AssociateFinancial Advisor
CredentialsTypically requires FINRA Series 6 or 7, and possibly a state licenseOften requires Series 7, Series 66, and relevant certifications like CFP
Work EnvironmentBank branches, financial institutions, customer service settingsIndependent or firm-based, client-facing, advisory settings
Employer & IndustryBanks, credit unions, financial service firmsFinancial planning firms, wealth management companies
Primary FocusSupporting financial transactions, customer service, product salesProviding personalized financial planning and investment advice

The main difference is that a Financial Service Associate primarily supports banking operations and customer service, while a Financial Advisor offers personalized financial planning and investment advice. Both roles require relevant licenses, but Financial Advisors typically have more advanced certifications and a broader scope of client interaction.

What do you do as a financial service associate?

A financial service associate assists clients with banking and financial products, such as loans, accounts, and investments. They provide customer service, process transactions, and may help with financial planning or advising, often using banking software and adhering to regulatory standards.

What is the role of a financial service associate?

A financial service associate assists clients with banking, investment, and financial products, providing advice and support to meet their financial goals. They often handle account management, process transactions, and may use financial software or tools, requiring strong communication and customer service skills.
Infographic showing various Financial Service Associate job openings in Edmonton, AB as of August 2026, with employment types broken down into 1% As Needed, 77% Full Time, 20% Part Time, and 2% Contract. Highlights an 89% Physical, 1% Hybrid, and 10% Remote job distribution.

Corporate Finance Associate/Experienced Analyst

Edmonton, AB โ€ข On-site

Full-time

Re-posted 19 days ago


Job description

Overview

At KPMG in Canada, our people bring their unique perspectives to Canadaโ€™s most important challenges. Here, you can build momentum that reaches beyond our business, develop skills for the future, and take ownership of your career with support at every stage. Join a firm where your career can make a difference.ย 

KPMG Corporate Finance Inc. is the Ontario Securities Commission (OSC)-regulated entity through which KPMG LLP provides investment banking services in Canada. KPMG Corporate Finance services are principally comprised of merger, acquisition and divestiture services and financing services including raising debt and equity capital. We offer independent financial advisory and investment banking services to both private and public companies.

With over 100 professionals across Canada and a global network of 3,000+ bankers in 160 offices, we combine local execution expertise with global reach. KPMG Corporate Finance is consistently ranked the #1 mid-market investment bank in Canada.

Our growing diversified investment banking team is seeking an Experienced Analyst / Associate to join our team in Edmonton to play a key role across all aspects of transaction delivery.


What you will do

As part of the deal team, you will have meaningful responsibility and direct exposure to senior bankers and client management teams. Your responsibilities will include:

  • Supporting the execution of M&A transactions, including divestitures, acquisitions, debt/equity financingsย and financial analysis mandates.
  • Building and maintaining detailed financial models, including operating models, valuation analyses, and transaction structures.
  • Performing company valuations using a range of methodologies (comparable companies, precedent transactions, DCF, and LBO where applicable).
  • Analyzing historical and projected financial performance to assess key value drivers, risks, and opportunities.
  • Conducting industry and market research, including competitive benchmarking and buyer universe analysis.
  • Assisting in the preparation of client deliverables, including pitch materials, confidential information memorandum, management presentations, and other Corporate Finance materials.
  • Compiling complex information into clear, concise insights for both internal and client-facing purposes.
  • Participating in client meetings and supporting senior team members in managing transaction processes.
  • Developing relationships with current and future clients.ย 

This role provides significant learning opportunities and increasing responsibility over time. At times, business needs arise and employees are required and agree to work beyond their normal work dayย or work week to fulfill the accountabilities required for their job. Likewise, people need time to devote to personal matters and our approach to flexibility provides for this.


What you bring to the role
  • Undergraduate or master degree in Business, finance, accounting, or a related field.
  • 1โ€“3 years of relevant experience in accounting, finance, investment banking, commercial/corporate banking, private equity, corporate development, or other similar transaction advisory role.
  • Progress toward, or interest in pursuing, the CPA and CBV designations. CPA, CBV, CFA and or MBA viewed positively but not a prerequisite.
  • Strong understanding of valuation concepts and key drivers of business value.
  • High proficiency in Excel with solid grounding in financial modeling.
  • Strong proficiency in PowerPoint and Word; experience with S&P Capital IQ is an asset.
  • Excellent analytical, critical thinking, and problem-solving capabilities.
  • Strong attention to detail and ability to manage multiple priorities in a fast-paced environment.
  • Clear and effective written and verbal communication skills.
  • High level of professionalism, accountability, and teamwork.
  • Ability to work both independently and collaboratively within a high-performing team.
  • Willingness to travel within Canada and across Canada (very minimal travel required).

What we offer:

  • Support for candidates enrolled in professionally accredited designation programs (CPA, CBV, CFA, etc.) including paid enrollment costs, paid study / exam days, ongoing coaching and third-party courses / materials for exam preparation.
  • Meaningful roles on a variety of Corporate Finance assignments for some of Canadaโ€™s premier companies, with support and coaching from senior Corporate Finance executives that promote professional growth and development.
  • Assignment of a Performance Manager on day one to help guide and grow your career as a Corporate Finance professional
  • Deal Advisory team events throughout the year to help build a strong team culture
  • Modern office space in our recently renovated downtown offices in Calgary, Edmonton and Winnipeg

Providing you with the support you need to be at your best


Our Values, The KPMG Way

Integrity, we do what is right |ย Excellence, we never stop learning and improving |ย Courage, we think and act boldly | Together, we respect each other and draw strength from our differences |ย For Better, we do what matters

KPMG in Canada is a proud equal opportunities employer and we are committed to creating a respectful, inclusive and barrier-free workplace that allows all of our people to reach their full potential. A diverse workforce is key to our success and we believe in bringing your whole self to work. We welcome all qualified candidates to apply and hope you will choose KPMG in Canada as your employer of choice.

Adjustments and accommodations throughout the recruitment process

At KPMG, we are committed to fostering an inclusive recruitment process where all candidates can be themselves and excel. We aim to provide a positive experience and are prepared to offer adjustments or accommodations to help you perform at your best. Adjustments (informal requests), such as extra preparation time or the option for micro breaks during interviews, and accommodations (formal requests), such as accessible communication supports or technology aids, are tailored to individual needs and role requirements. You will have an opportunity to request an adjustment or accommodation at any point throughout the recruitment process. If you require support, please contact KPMGโ€™s Employee Relations Service team by calling 1-888-466-4778.

AI Usage

Weembrace the use of artificial intelligence (AI) to enhance the candidate experience and streamline our recruitment processes. AI tools may help with organizing applications or surfacing relevant qualifications. However, no hiring decisions are made using AI. Every hiring decision is made by our hiring managers and recruitment professionals, who are equipped with training that empowers them to use these tools responsibly. AI technologies used in our recruitment process undergo detailed risk assessments, including security and privacy requirements, that align with KPMGโ€™s Trusted AI framework.

We believe technology should empower human judgment, not replace it. Itโ€™s one of the many ways weโ€™re delivering on our vision of being a technology-first, people-driven firm.

Qualifications:
  • Undergraduate or master degree in Business, finance, accounting, or a related field.
  • 1โ€“3 years of relevant experience in accounting, finance, investment banking, commercial/corporate banking, private equity, corporate development, or other similar transaction advisory role.
  • Progress toward, or interest in pursuing, the CPA and CBV designations. CPA, CBV, CFA and or MBA viewed positively but not a prerequisite.
  • Strong understanding of valuation concepts and key drivers of business value.
  • High proficiency in Excel with solid grounding in financial modeling.
  • Strong proficiency in PowerPoint and Word; experience with S&P Capital IQ is an asset.
  • Excellent analytical, critical thinking, and problem-solving capabilities.
  • Strong attention to detail and ability to manage multiple priorities in a fast-paced environment.
  • Clear and effective written and verbal communication skills.
  • High level of professionalism, accountability, and teamwork.
  • Ability to work both independently and collaboratively within a high-performing team.
  • Willingness to travel within Canada and across Canada (very minimal travel required).

What we offer:

  • Support for candidates enrolled in professionally accredited designation programs (CPA, CBV, CFA, etc.) including paid enrollment costs, paid study / exam days, ongoing coaching and third-party courses / materials for exam preparation.
  • Meaningful roles on a variety of Corporate Finance assignments for some of Canadaโ€™s premier companies, with support and coaching from senior Corporate Finance executives that promote professional growth and development.
  • Assignment of a Performance Manager on day one to help guide and grow your career as a Corporate Finance professional
  • Deal Advisory team events throughout the year to help build a strong team culture
  • Modern office space in our recently renovated downtown offices in Calgary, Edmonton and Winnipeg

Providing you with the support you need to be at your best

Education:UNAVAILABLEEmployment Type: FULL_TIME