ZipRecruiter

Log In

2

Part Time Financial Advisor Jobs in Edmonton, AB

AltaML

Fractional Director of Legal

Edmonton, AB

... on a part-time, ongoing basis. Reporting to the CFO, this individual will own commercial ... Advise internal stakeholders (Sales, Delivery, People) on contractual and regulatory questions ...

Wawanesa Insurance

Salesforce Lead Developer

Edmonton, AB · Hybrid

CA$100K - CA$130K/yr

In addition to salary, full-time and part-time permanent employees are eligible for an annual bonus ... Configure and extend Financial Services Cloud for onboarding, client and household management, KYC ...

All JobsFinancial Advisor JobsPart Time Financial Advisor JobsPart Time Financial Advisor Jobs in Edmonton, AB

Part Time Financial Advisor information

Can I become a part time financial advisor at 40?

Part time financial advisor roles are available to individuals of any age, including at 40, provided they meet licensing requirements such as passing the Series 7 and Series 66 exams and have relevant skills in finance and client management. Age is generally not a barrier, and experience can be an asset in this profession.

What is the difference between Part Time Financial Advisor vs Part Time Financial Planner?

AspectPart Time Financial AdvisorPart Time Financial Planner
CertificationsCFP, Series 7, Series 66CFP, Series 7, Series 66
Work EnvironmentFinancial firms, banks, independentFinancial firms, independent, consulting
Employer & Industry UsageFinancial services, wealth managementFinancial planning, wealth management
Search & Comparison IntentYesYes

Both Part Time Financial Advisor and Part Time Financial Planner roles require similar certifications like CFP and Series 7. They often work in financial firms or independently within the wealth management industry. The main difference lies in terminology; 'Financial Advisor' is a broader term, while 'Financial Planner' emphasizes comprehensive financial planning services. Both roles are commonly searched for by individuals seeking part-time financial guidance.

What are the key skills and qualifications needed to thrive as a part time financial advisor?

To thrive as a Part Time Financial Advisor, you need strong analytical skills, financial expertise, and typically a bachelor's degree in finance or a related field, along with relevant certifications such as CFP or Series 7. Familiarity with financial planning software, CRM platforms, and investment analysis tools is crucial. Outstanding interpersonal communication, integrity, and the ability to build client trust are important soft skills in this role. These competencies enable advisors to deliver accurate, personalized financial guidance and maintain long-term client relationships, even on a part-time basis.

How do part time financial advisors typically manage client relationships given their reduced hours?

Part-time financial advisors often use strategic scheduling and digital tools to stay responsive and accessible to their clients. They may prioritize regular check-ins, leverage client management software, and set clear expectations regarding their availability. Collaborating closely with full-time team members or support staff can also help ensure that clients receive timely service and advice. This approach allows part-time advisors to maintain strong client relationships while effectively balancing their workload.

Can a part time financial advisor work part-time?

Yes, a part time financial advisor typically works fewer hours than a full-time advisor, often on a flexible schedule that can be tailored to their availability. Many firms allow part time advisors to serve clients and earn commissions or fees, provided they meet licensing and certification requirements.

What does a part time financial advisor do?

A part time financial advisor helps clients manage their finances, including investments, retirement planning, and budgeting, while working fewer hours than a full-time advisor. They may work with individual clients or small businesses, offering personalized advice based on financial goals and current market conditions. Part time financial advisors often have flexible schedules and may work independently or with a financial services firm. Their responsibilities can include assessing client needs, recommending financial products, and helping clients make informed financial decisions.

Can you be a part time financial advisor as a side hustle?

Part time financial advisors can often work flexible hours and may take on clients outside of full-time employment, making it feasible to pursue as a side hustle. However, they must ensure compliance with licensing requirements, such as FINRA or SEC regulations, and manage potential conflicts of interest with their primary job. Balancing client workload and maintaining professional standards are important considerations for part time financial advisors.

Can I do part time financial advising?

Part time financial advising is possible and common, especially for professionals balancing other commitments. Many financial advisors work flexible hours, and some firms offer part time or freelance opportunities, often requiring relevant certifications like the CFP and strong client management skills.
What are the most commonly searched types of Financial Advisor jobs in Edmonton, AB? The most popular types of Financial Advisor jobs in Edmonton, AB are:
Part Time Financial Advisor jobs near you
Infographic showing various Part Time Financial Advisor job openings in Edmonton, 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 90% Physical, 3% Hybrid, and 7% Remote job distribution.

Financial Advisor

The Canada Life Assurance Company

Edmonton, AB • On-site

CA$59K - CA$99K/yr

Full-time, Part-time

Medical, Dental, Life, Retirement

Posted 19 days ago

Job description

Permanent Full Time 

-

As a Financial Advisor, you'll leverage your expertise to understand clients' unique needs and provide personalized advice and solutions that support their financial, physical, and mental well-being. You'll play a key role in growing and protecting the Continuum Financial Centre's client portfolio, delivering exceptional service, supporting strategic initiatives, and ensuring every interaction meets the highest compliance and professional standards. 

What you will do

  • Proactively contact clients and answer inbound inquiries.
  • Provide advice and account / policy maintenance services using appropriate planning processes.
  • Maintain a compliant practice.
  • Improve client engagement in pursuit of the centres overall business development objectives.
  • Promote client portals & e-delivery options for statements, confirmations & marketing communications.
  • Provide input to inform continuous refinement of the business model.
  • Keep marketing and business development plans current and up to date.
  • Gather and analyze customer insights, adjust program objectives and delivery as required according to new unmet customer needs.
  • Educate customers about products, solutions and services with various carrier partners 
 

What you will bring  

  • Valid LLQP (Life Insurance License)
  • A Criminal Record and Credit background check is mandatory as a condition of employment.  
  • Experience in the financial insurance industry, Canadian banking, insurance, and / or financial advice channels with a specific emphasis on investment fund products and services. 
  • Background working with an MGA environment, dealer, or independent advisory practice with access to multiple insurance carriers is considered a significant asset.
  • Strong insurance planning and advisory experience with a proven ability to identify client needs and recommend appropriate protection and wealth planning solutions.
  • In-depth knowledge of life insurance, living benefits, and segregated funds
  • Experience navigating multi-carrier product shelves and leveraging carrier specific strengths to deliver tailored client solutions.
  • Effective in establishing business relationship with carrier partners, wholesalers, and support teams.
  • Strong insurance planning and advisory experience with a proven ability to identify client needs and recommend appropriate protection and wealth planning solutions.
  • Excellent verbal and written communication skills, French would be considered an asset.
  • Well-developed presentation skills.
  • Excellent organizational and time management skills.
  • Ability to think innovatively and quickly to adapt to the needs of the client
  • Post-secondary degree or equivalent work experience.
  • Sound working knowledge of MS Office products 
 

-

The base salary for this position is between $59,800 - $99,700 annually. This represents base salary only and does not represent other variable compensation components of our total compensation ( i.e. annual bonus, commission etc). If you are selected to move forward in our recruitment process, your recruiter will be able to discuss additional details of our total rewards program with you.

Career opportunities will be open a minimum of 5 business days from the date of posting, closing dates will vary depending on the search activity. All applications received will be reviewed on a rolling basis.

Grow with Canada Life 

We're united by a shared purpose: to improve the financial, physical and mental well-being of Canadians. Our company is trusted by 1 in 3 Canadians and contributes to the strength of communities across the country.  

We're looking for people who live our values everyday: we step up, we do the right thing, and we deliver - for our customers, communities and each other. Are you someone who always strives to do the right thing, who steps up for themselves and others, and who delivers with impact? Then we want to hear from you! 

What we offer:  

We're committed to supporting our employees through every stage of their career. Here's what you can expect as a full-time or part-time permanent team member: 

  • Career Development: Opportunities for career advancement, access to industry-leading learning programs and up to$2,000 annually towards education reimbursement. 
  • Health & Wellness:Flexible health and dental benefits, plus a $5,000 mental health benefit to support your well-being. 
  • Time Off:In addition to regular vacation and personal days, we support community involvement with a volunteer day. 
  • Financial Security:Company-matching pension plan,share ownership program and additionalinvestment options. 
  • Rewards and Recognition: Employee recognition programs, service milestone celebrations, employee discounts and more!  
  • Emphasis on Community: We provide a workplace where employees feel connected and supported through Employee Resource Groups (ERGs), mentorship programs, social clubs and events.  

Learn more about Canada Life.  

We're committed to removing barriers and ensuring equal access to employment. Applicants requiring reasonable accommodation during the application process may contact  talentacquisitioncanada@canadalife.com. All information provided will be handled in accordance with applicable laws and Canada Life policies.  

Canada Lifewould like to thank all applicants, however only those who qualify for an interview will be contacted. 

#LI-Hybrid 

Apply