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Investment Associate Jobs in Alberta (NOW HIRING)

National Bank

Wealth Associate

Calgary, AB · On-site

  • Medical

  • Retirement

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

  • Medical

  • Retirement

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 ...

Sleep Country Canada

Sales Associate (Edmonton)

Edmonton, AB · On-site

CA$70K/yr

  • Medical

  • Dental

We will invest in you and provide extensive sales training on our products and services * Access to ... Associate Discount Program where you will be able to enjoy some of the world's best sleep products

New

Royal Bank of Canada

Associate

Red Deer, AB · On-site

RBC Dominion Securities is Canada's leading full-service investment and wealth management firm. We ... as an Associate. By providing ongoing, exceptional service and support to our clients, you will ...

Royal Bank of Canada

Associate

Edmonton, AB · On-site

Mutual Funds accreditation (e.g., Investment Funds in Canada, or the Canadian Securities Course) * Perform as a One RBC Advisor with a breadth and depth of expertise across everyday banking ...

National Bank

Wealth Associate

Calgary, AB

  • Medical

  • Retirement

A career as an Associate in the Wealth Management team at National Bank, will give you the ... 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

  • Medical

  • Retirement

A career as an Associate in the Wealth Management team at National Bank, will give you the ... Diligently carry out transactions related to investment accounts * Open and update client files

ULINE

Warehouse Associate - Days

Edmonton, AB

$35/hr

  • Medical

  • PTO

Warehouse Associate - Days Pay from $31 to $35 per hour with significant growth and earning ... We Invest in You: Hands-on training, top-tier facilities and an on-site fitness center to support ...

ULINE

Warehouse Associate - Days

Spruce Grove, AB · On-site

$35/hr

  • Medical

  • PTO

Warehouse Associate - Days Pay from $31 to $35 per hour with significant growth and earning ... We Invest in You: Hands-on training, top-tier facilities and an on-site fitness center to support ...

ULINE

Warehouse Associate - Days

Saint Albert, AB · On-site

$35/hr

  • Medical

  • PTO

Warehouse Associate - Days Pay from $31 to $35 per hour with significant growth and earning ... We Invest in You: Hands-on training, top-tier facilities and an on-site fitness center to support ...

ULINE

Warehouse Associate - Days

Saint Albert, AB

$35/hr

  • Medical

  • PTO

Warehouse Associate - Days Pay from $31 to $35 per hour with significant growth and earning ... We Invest in You: Hands-on training, top-tier facilities and an on-site fitness center to support ...

Uline

Warehouse Associate - Days

Saint Albert, AB · On-site

CA$31 - CA$35/hr

  • Medical

  • PTO

Warehouse Associate - Days Pay from $31 to $35 per hour with significant growth and earning ... We Invest in You: Hands-on training, top-tier facilities and an on-site fitness center to support ...

Uline

Warehouse Associate - Days

Edmonton, AB

CA$31 - CA$35/hr

  • Medical

  • PTO

Warehouse Associate - Days Pay from $31 to $35 per hour with significant growth and earning ... We Invest in You: Hands-on training, top-tier facilities and an on-site fitness center to support ...

ULINE

Warehouse Associate - Days

Edmonton, AB

$35/hr

  • Medical

  • PTO

Warehouse Associate - Days Pay from $31 to $35 per hour with significant growth and earning ... We Invest in You: Hands-on training, top-tier facilities and an on-site fitness center to support ...

ULINE

Warehouse Associate - Days

Spruce Grove, AB

$35/hr

  • Medical

  • PTO

Warehouse Associate - Days Pay from $31 to $35 per hour with significant growth and earning ... We Invest in You: Hands-on training, top-tier facilities and an on-site fitness center to support ...

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Showing results 21-40

All JobsInvestment Associate JobsInvestment Associate Jobs in Alberta

Investment Associate information

What does an investment associate do?

An investment associate works with investment analysts to perform a wide range of duties necessary for managing the investments of corporations and municipalities. As an investment associate, your responsibilities are to review the financial data and potential investments of a company to strategize the best plan to increase profits. You may help a client with buying stock, perform risk analysis, review a client’s portfolio, compile and interpret financial data, and assist with corporate mergers. Due to the varied nature of a client’s needs, your responsibilities also vary depending on the account.

What are some typical challenges faced by investment associates during due diligence processes?

Investment Associates often face the challenge of managing large volumes of data and tight timelines when conducting due diligence on potential investments. They must analyze financial statements, market trends, and operational risks, all while ensuring accuracy and thoroughness. Balancing multiple projects and liaising with internal teams, external consultants, and portfolio company management can also be demanding. Proactive communication and strong organizational skills are key to overcoming these challenges and delivering actionable recommendations to senior team members.

What is the difference between Investment Associate vs Financial Analyst?

AspectInvestment AssociateFinancial Analyst
Required CredentialsBachelor's degree, possibly CFA Level IBachelor's degree, CFA Level I often preferred
Work EnvironmentInvestment firms, asset management, private equityCorporations, banks, investment firms
Employer & Industry UsageCommon in asset management and private equityWidespread across finance sectors
Common Search & ComparisonYesYes

Investment Associates typically focus on supporting investment transactions, conducting due diligence, and preparing reports within investment firms. Financial Analysts analyze financial data, prepare reports, and support decision-making across various industries. While both roles require similar credentials and often work in related environments, Investment Associates are more involved in the investment process itself, whereas Financial Analysts focus on data analysis and reporting.

What is an investment associate?

Investment Associates are finance professionals who support investment decision-making at firms such as investment banks, private equity firms, or asset management companies. They analyze financial data, perform due diligence on potential investments, build financial models, and prepare reports for senior management or clients. Their work helps guide the investment strategies of their organizations, and they often interact with clients, portfolio managers, and senior analysts. Investment Associates typically have strong quantitative skills and may work long hours, especially during deal cycles.

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

To thrive as an Investment Associate, you need strong analytical skills, financial modeling abilities, and a degree in finance, economics, or a related field. Familiarity with financial analysis tools like Excel, Bloomberg, and often a CFA designation are typically expected. Excellent communication, attention to detail, and the ability to work collaboratively are key soft skills for this role. These competencies are important for accurately assessing investment opportunities, supporting decision-making, and building trusted client and team relationships.
More about Investment Associate jobs

What are the most commonly searched types of Investment jobs in Alberta?

The most popular types of Investment jobs in Alberta are:

What are popular job titles related to Investment Associate jobs in Alberta?

For Investment Associate jobs in Alberta, the most frequently searched job titles are:

What job categories do people searching Investment Associate jobs in Alberta look for?

The top searched job categories for Investment Associate jobs in Alberta are:

What cities in Alberta are hiring for Investment Associate jobs?

Cities in Alberta with the most Investment Associate job openings:

Investment Associate jobs near you
Infographic showing various Investment 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.

Wealth Associate

National Bank

Calgary, AB • On-site

Full-time

Medical, Retirement

Re-posted 12 days ago

Job description

A career as a Wealth Associate at National Bank is a job where you can showcase your ability to work in synergy with clients and colleagues. In this role, you will help wealth advisors to stand out by offering exceptional customer service that will have a positive, long-term impact on our clients.

The ideal candidate would have 3-5 years experience and be licensed.  Trading experience would be an asset.  

Your job:

  • Support investment advisors in providing superior customer service and be available to meet client requests
  • Carry out routine operations related to financial transactions (e.g., purchases and sales of securities, necessary transaction adjustments)
  • Carry out deposit, withdrawal, transfer, and currency conversion instructions for all investment accounts and ensure diligent follow-up
  • Analyze, open, and update client files
  • Produce portfolio management reports
  • Carry out the administrative management of client files by managing agendas, scheduling appointments, and preparing client meetings
  • Ensure adherence to compliance and risk management rules

Your team:

National Bank Financial - Wealth Management is the fifth largest investment brokerage firm in Canada. We have close to 1,000 investment advisors who manage the assets of more than 400,000 clients in about 100 branches. Reporting to the regional manager, you will team up with a wealth advisor to offer an exceptional client experience. Collaboration and partnership will be key to your success.

We want to contribute to your quality of life by offering you as much flexibility as possible in your work. For example, we offer a hybrid (remote and in the office) work model, work schedule arrangements to help you achieve work/life balance, and flexible leave that you can take when it's important to you.

Prerequisites:

  • Completed college and/or university diploma in a related field
  • Two years of relevant experience in the banking (“back office”), insurance, and/or financial industry
  • Completion of the Canadian Securities Course (CSC) and/or Conduct and Practices Handbook Course
  • Excellent knowledge of the Microsoft Office suite
  • Excellent customer service skills

#INDGP

Your benefits
In addition to competitive compensation, upon hiring you’ll be eligible for a wide range of flexible benefits to help promote your wellbeing and that of your family such as:

* Health and wellness program, including many options
* Flexible group insurance
* Generous pension plan
* Employee Share Ownership Plan
* Employee and family assistance program
* Preferential banking services
* Involvement in community initiatives
* Telemedicine service
* Virtual sleep clinic

We have an offer that keeps up with trends as well as your needs and those of your family.

Our dynamic work environments and cutting-edge collaboration tools foster a positive employee experience. We value employees’ ideas. Whether through our surveys or programs, regular feedback and ongoing communication are encouraged.

Making a bold move in a people-first environment
We’re a bank on a human scale that stands out for its courage, entrepreneurial culture, and passion for people. Our mission is to have a positive impact on people’s lives. Our core values of partnership, agility, and empowerment inspire us, and inclusion is central to our commitments. We aim, wherever possible, to provide a barrier-free and accessible environment to all employees.

We strive to provide accessibility measures throughout the recruitment process within the limits of our available resources. If you require accommodations, feel free to let us know during our initial conversations. We welcome all candidates! What can you bring to our team?

Join us!

Apply