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Investment Advisor Associate Jobs in Alberta (NOW HIRING)

Td

Associate Investment Advisor

Calgary, AB · On-site

CA$42K - CA$57K/yr

Then, the role of Associate Investment Advisor might be the right fit for you. This roleis responsible forsupporting the lead Investment Advisor (IA) or a team of IAs by acting on their behalf ...

Td

PIA Client Service Associate

Calgary, AB · On-site

CA$43K - CA$56K/yr

... professional Investment Advisor(IA), whilemaintainingactive participation in ... If so, then get onboard for the position of PIA Client Service Associate . In this role, you will ...

National Bank

Associate Wealth Advisor

Calgary, AB · On-site

A career as a Associate Wealth Advisor at National Bank is a job that where you can capitalize on ... We have close to 1,000 investment advisors who manage the assets of more than 400,000 clients in ...

National Bank

Associate Wealth Advisor

Calgary, AB · Hybrid

A career as a Associate Wealth Advisor at National Bank is a job that where you can capitalize on ... We have close to 1,000 investment advisors who manage the assets of more than 400,000 clients in ...

National Bank

Wealth Associate

Calgary, AB · On-site

A career as a Wealth Associate at National Bank is a job where you can showcase your ability to ... Support investment advisors in providing superior customer service and be available to meet client ...

National Bank

Wealth Associate

Calgary, AB

A career as a Wealth Associate at National Bank is a job where you can showcase your ability to ... Support investment advisors in providing superior customer service and be available to meet client ...

National Bank

Wealth Associate

Edmonton, AB · On-site

A career as a Wealth Associate at National Bank is a job where you can showcase your ability to ... Support investment advisors in providing superior customer service and be available to meet client ...

National Bank

Wealth Associate

Edmonton, AB · On-site

A career as a Wealth Associate at National Bank is a job where you can showcase your ability to ... Support investment advisors in providing superior customer service and be available to meet client ...

National Bank

Wealth Associate

Calgary, AB · Hybrid

A career as a Wealth Associate at National Bank is a job where you can showcase your ability to ... Support investment advisors in providing superior customer service and be available to meet client ...

National Bank

Wealth Associate

Calgary, AB · On-site

A career as a Wealth Associate at National Bank is a job where you can showcase your ability to ... Support investment advisors in providing superior customer service and be available to meet client ...

National Bank

Wealth Associate (On-Site)

Calgary, AB · On-site

Calgary A career as a Wealth Associate at National Bank is a job where you can showcase your ... Support investment advisors in providing superior customer service and be available to meet client ...

CIBC

Associate Financial Advisor

Calgary, AB · On-site

As an Associate Financial Advisor, you'll form a deep understanding of your personal and small ... Ensure clients' investment, financial and credit related needs are met by providing a comprehensive ...

CIBC US

Associate Financial Advisor

Calgary, AB

As an Associate Financial Advisor, you'll form a deep understanding of your personal and small ... Ensure clients' investment, financial and credit related needs are met by providing a comprehensive ...

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All JobsInvestment Advisor Associate JobsInvestment Advisor Associate Jobs in Alberta

Investment Advisor Associate information

See Alberta salary details

$20K

$69.1K

$124.5K

How much do investment advisor associate jobs pay per year?

As of Aug 9, 2026, the average yearly pay for investment advisor associate in Alberta is $69,104.00, according to ZipRecruiter salary data. Most workers in this role earn between $48,000.00 and $83,000.00 per year, depending on experience, location, and employer.

What is an investment advisor associate?

Investment Advisor Associates are financial professionals who support investment advisors or financial advisors in managing client portfolios, conducting research, and providing financial planning services. They often help with preparing reports, communicating with clients, and implementing investment strategies under the supervision of a senior advisor. This role is typically an entry- to mid-level position and can serve as a stepping stone to becoming a fully licensed investment advisor. Investment Advisor Associates may also assist in client onboarding, compliance, and administrative duties. Their goal is to help clients achieve their financial objectives while gaining experience in the wealth management industry.

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

AspectInvestment Advisor AssociateFinancial Advisor
CredentialsSeries 7, 66, or 65 licenses; relevant FINRA certificationsSeries 7, 66, or 65 licenses; CFP or other certifications often preferred
Work EnvironmentSupport role within investment firms, assisting advisors and clientsClient-facing role providing personalized financial planning and investment advice
Employer & Industry UsageFinancial services firms, investment advisory firmsIndependent or firm-based financial planning practices, banks, wealth management

While both roles require similar licenses and work within the financial industry, Investment Advisor Associates primarily support senior advisors and handle administrative tasks, whereas Financial Advisors directly engage with clients to develop personalized financial plans and investment strategies.

How does an investment advisor associate typically collaborate with senior advisors and clients?

Investment Advisor Associates often work closely with senior advisors by preparing client presentations, conducting market research, and assisting in the development of tailored investment strategies. They frequently participate in client meetings, helping to address client questions and support relationship management. This collaborative environment provides valuable exposure to client-facing responsibilities and mentorship from experienced advisors, enabling associates to build their skills and advance within the firm.

What are the key skills and qualifications needed to thrive as an investment advisor associate, and why are they important?

To thrive as an Investment Advisor Associate, you need a solid understanding of financial markets, investment strategies, and regulatory compliance, often supported by a bachelor’s degree in finance or a related field. Familiarity with portfolio management software, financial planning tools, and relevant certifications such as the Series 7 or Series 66 licenses is typically required. Strong interpersonal skills, attention to detail, and effective communication help build client trust and support team collaboration. These competencies are crucial for delivering sound financial advice, maintaining compliance, and fostering long-term client relationships.
What are the most commonly searched types of Investment Advisor jobs in Alberta? The most popular types of Investment Advisor jobs in Alberta are:
What are popular job titles related to Investment Advisor Associate jobs in Alberta? For Investment Advisor Associate jobs in Alberta, the most frequently searched job titles are:
What job categories do people searching Investment Advisor Associate jobs in Alberta look for? The top searched job categories for Investment Advisor Associate jobs in Alberta are:
What cities in Alberta are hiring for Investment Advisor Associate jobs? Cities in Alberta with the most Investment Advisor Associate job openings:
Investment Advisor Associate jobs near you
Infographic showing various Investment Advisor Associate job openings in Alberta as of August 2026, with employment types broken down into 1% As Needed, 72% Full Time, 24% Part Time, 1% Temporary, and 2% Contract. Highlights an 93% Physical, 2% Hybrid, and 5% Remote job distribution, with an average salary of $69,104 per year, or $33.2 per hour.

Associate Investment Advisor

Td

Calgary, AB • On-site

CA$42K - CA$57K/yr

Full-time

Posted 10 days ago

Job description

Work Location:

Calgary, Alberta, Canada

Hours:

37.5

Line of Business:

TD Wealth

Pay Details:

$42,500 - $57,500 CADThis role is eligible for commission based earnings.

TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Our compensation policies and practices have been designed to allow colleagues to progress through the salary range over time as they progress in their role. The base pay actually offered may vary based upon the candidate's skills and experience, job-related knowledge, geographic location, and other specific business and organizational needs.

As a candidate, you are encouraged to ask compensation related questions and have an open dialogue with your recruiter who can provide you more specific details for this role.

Job Description:

TD Private Wealth Management takes a sophisticated and holistic goals discovery approach to wealth planning and protection toprovidehighly personalized advice,solutions,and service to clients.

TD Private Investment Adviceoffers clients the chance to create one-on-one relationship with a dedicated and professional Investment Advisor, whilemaintainingactive participation in decisionsregardingtheir investment portfolio.It'sa very specialand supportive place to begin - and grow - a lasting,progressive,and rewarding career in wealth.

Are you a dedicated account manager in tune to the needs of high value brokerage clients? Can you provide professional and flawless service delivery in support of your designated Investment Advisor and team of Advisors? Then, the role ofAssociate Investment Advisormight be the right fit for you.

This roleis responsible forsupporting the lead Investment Advisor (IA) or a team of IAs by acting on their behalf through the delivery of advice and planning support, clientmanagementand business development. In this role, you will provide dedicated investment support to client accounts within the IAs book of business to help them achieve client advisory and business goals.

Furthermore, you will:

  • Manage the client base, understanding the needs of the client and delivering products and services which fit their needs.

  • Providehigh qualityinvestment advice, across the full range of products (registered and non-registered, equities, fixed income, foreign,domesticand more) to ensure full client satisfaction.

  • Demonstrate financial planningexpertiseto producehigh qualityplans through a well-developed and documented Investment and Wealth Planning process.

  • Solve moderately complex problems, exercisejudgmentand work within broad guidelines to independently perform tasks from end to end, acting as a point of escalation asrequired.

  • Oversee projects or work streams within broader projects and provide mentorship.

  • Refer clients and may collaborate and partner professionally with other TD areas (e.g.TD Canada Trust, TD Commercial Bank, TD Securities)

  • Direct support staff in the professional and personable delivery of client service

  • Assistin the achievement of business goals by dedicatedly attracting,acquiringandretainingcustomers and referrals.

  • Maintain a culture of risk management, adhere to internal policies and procedures.

  • Monitor service quality and productivity; implement continuous improvement.

  • Keep current on emerging trends and keep others informed and up to date on work status, progress.

  • Participate fully as a team member, support a positive professional teamenvironment,and willinglyassist, coach and guide others in the completion and performance of work activities.

Job Requirements

  • Undergraduate Degree or Community College Diploma with over 3 years of experience in working directly with, or in support of, the wealth management needs of clientspreferred.

  • Ability to become licensedwithCanadian InvestmentRegulatory Organization of Canada (CIRO) as a Registered Representative (RR)andmaintainlicense in good standing.

  • Optional: Certified International Wealth Manager (CIWM) designation, Certified Financial Analyst(CFA), Chartered Investment Manager (CIM), or Certified Financial Planner (CFP)

  • Robust conceptual and practical knowledge within an area of expertise and in broader areas

  • Strong communicationskills with ability to build relationships and work confidentially, independently as well as in a team.

Who We Are:

TD is one of the world's leading global financial institutions and is the fifth largest bank in North America by branches/stores. Every day, we strive to make every interaction, product, and experience remarkably human and refreshingly simple for over 27 million households and businesses in Canada, the United States and around the world. More than 95,000 TD colleagues bring their skills, talent, and creativity to foster deeper relationships, ensure disciplined execution, and build a simpler, faster banking experience. TD is deeply committed to being a leader in client experience, that is why we believe that all colleagues, no matter where they work, are client facing. Together, we are reimagining what banking can be for our clients, colleagues and communities.

Our Total Rewards Package
Our Total Rewards package reflects the investments we make in our colleagues to help them and their families achieve their financial, physical, and mental well-being goals. Total Rewards at TD includes a base salary, variable compensation, and several other key plans such as health and well-being benefits, savings and retirement programs, paid time off, banking benefits and discounts, career development, and reward and recognition programs. Learn more

Additional Information:
We're delighted that you're considering building a career with TD. Through regular development conversations, training programs, and a competitive benefits plan, we're committed to providing the support our colleagues need to thrive both at work and at home.

Please be advised that this job opportunity is subject to provincial regulation for employment purposes. It is imperative to acknowledge that each province or territory within the jurisdiction of Canada may have its own set of regulations, requirements.


Colleague Development

If you're interested in a specific career path or are looking to build certain skills, we want to help you succeed. You'll have regular career, development, and performance conversations with your manager, as well as access to an online learning platform and a variety of mentoring programs to help you unlock future opportunities.

If you're passionate about helping clients and building deep, lasting relationships, TD offers diverse career paths where you can grow your expertise and make a meaningful impact.

We're committed to your success and foster a respectful workplace where diverse perspectives are valued, everyone has fair opportunities to grow, and you can unlock your full potential to achieve your career goals. Here at TD, we hire and develop the best.

Training & Onboarding
We will provide training and onboarding sessions to ensure that you've got everything you need to succeed in your new role.

Interview Process
We'll reach out to candidates of interest to schedule an interview. We do our best to communicate outcomes to all applicants by email or phone call.


Accommodation
Your accessibility is important to us. Please let us know if you'd like accommodations (including accessible meeting rooms, captioning for virtual interviews, etc.) to help us remove barriers so that you can participate throughout the interview process.
We look forward to hearing from you!

Language Requirement (Quebec only):

Sans Objet

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