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Investment Associate Jobs in Alberta (NOW HIRING)

Td

PIA Client Service Associate

Calgary, AB · On-site

CA$43K - CA$56K/yr

TD Private Investment Advice offers clients the chance to createone-on-one relationship with a ... If so, then get onboard for the position of PIA Client Service Associate . In this role, you will ...

ULINE

Warehouse Associate - Nights

Saint Albert, AB

$37/hr

  • Medical

  • PTO

Warehouse Associate - Nights Pay from $33 to $37 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 ...

KPMG

Associate, Corporate Finance

Edmonton, AB

Our growing diversified investment banking team is seeking Experienced Analysts /Associates to join our team in Calgary, Edmonton or Winnipeg to play a key role across all aspects of transaction ...

ULINE

Warehouse Associate - Nights

Spruce Grove, AB · On-site

$37/hr

  • Medical

  • PTO

Warehouse Associate - Nights Pay from $33 to $37 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 ...

KPMG

Associate, Corporate Finance

Calgary, AB · On-site

Our growing diversified investment banking team is seeking Experienced Analysts /Associates to join our team in Calgary, Edmonton or Winnipeg to play a key role across all aspects of transaction ...

ULINE

Warehouse Associate - Nights

Edmonton, AB · On-site

$37/hr

  • Medical

  • PTO

Warehouse Associate - Nights Pay from $33 to $37 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 - Nights

Spruce Grove, AB

$37/hr

  • Medical

  • PTO

Warehouse Associate - Nights Pay from $33 to $37 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 - Nights

Edmonton, AB

CA$33 - CA$37/hr

  • Medical

  • PTO

Warehouse Associate - Nights Pay from $33 to $37 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 - Nights

Edmonton, AB

$37/hr

  • Medical

  • PTO

Warehouse Associate - Nights Pay from $33 to $37 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 - Nights

Saint Albert, AB

CA$33 - CA$37/hr

  • Medical

  • PTO

Warehouse Associate - Nights Pay from $33 to $37 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 ...

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 (On-Site)

Edmonton, AB

  • Medical

  • Retirement

Edmonton 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 ...

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Investment Associate information

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 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 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.

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.

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.

PIA Client Service Associate

Td

Calgary, AB • On-site

CA$43K - CA$56K/yr

Full-time

This job post has expired today. Applications are no longer accepted.

Job description

Work Location:

Calgary, Alberta, Canada

Hours:

37.5

Line of Business:

TD Wealth

Pay Details:

$43,300 - $56,700 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 createone-on-one relationship with a dedicated and professional Investment Advisor(IA), 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 admired for your attention to detail, exactingstandardsand willingness to help others deliver a legendary customer experience to our high value clients? If so, then get onboard for the position ofPIA Client Service Associate. In this role, you will provide dedicated specialized administrative support to an Investment Advisor or team of Advisors on diverse assignments. You may also correspond with clients and other branch staff. In this frontline role, your first impressions will leave lasting results on our business and customer experience.

In addition, you will:

  • Prepare documentation and provide updates to IAs in preparation for client meetings

  • Create reports for analysis of client accounts; communicate with customers to provide mentorship on products and services, andidentifyreferral opportunities

  • Accept/create leads and ensure correct referral coding administration

  • Submit marketing pieces for approval, compile client information packages,maintainmarketing materials

  • Become familiar withand adhere to compliance requirements, including all aspects of new and existing account documentation and marketing materials

  • Providea high levelof client service which includes responding to phone, mail and electronicenquiries based on knowledge offull-servicebrokerage

  • Deliver the 'gold standard' client experience at every interaction with team members,colleaguesand clients; prioritize and handle own work and consistently exercise discretion

  • Adhere to all policies and procedures andmaintaina culture and operation of risk management

  • Use insights to continually improve individual and team performance for clients

  • Participate fully as a team member, continuallyimprovingknowledge andkeepingothers informed and up to date about status and progress,issuesor other related activities

Job Requirements

  • Undergraduate degree or community college diploma preferred

  • Successful candidates willbe requiredto be licensed as an Investment Representative (IR) with the Canadian Investment Regulatory Organization (CIRO)

  • 1-2 years of relevant experience, ideally in banking, administrative roles, or related fields

  • Strong communicationskills with the ability to build relationships and work collaboratively, confidentially, and independently

  • Knowledge of wealth management and/or operations is an asset

  • Knowledge of investment products is an asset

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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