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Part Time Financial Planner Jobs in Calgary, AB (NOW HIRING)

Wawanesa Insurance

Senior Financial Analyst

Calgary, AB · Hybrid

In addition to salary, full-time and part-time permanent employees are eligible for an annual bonus ... Support financial planning, budgeting, reforecasting, and monthly plan management activities for ...

The Newly Institute

Controller

Calgary, AB

Permanent Part-time (0.6 - 0.8 FTE) Schedule: Flexible between Monday - Friday, 8:00 a.m. - 4:00 p ... Financial Planning & Analysis * Lead the annual budgeting process and rolling forecast cycles ...

LeafHome

Event Marketer Canada

Calgary, AB

CA$24/hr

... part-time Event Marketer at trade shows, fairs, festivals, and events throughout the area. Job ... legal, financial planning, and counseling | Employee discount marketplace | Employee Resource ...

Wawanesa Insurance

Salesforce Lead Developer

Calgary, AB · Hybrid

CA$100K - CA$130K/yr

In addition to salary, full-time and part-time permanent employees are eligible for an annual bonus ... Lead planning, design, development, and testing of Salesforce solutions end to end, translating ...

Extendicare

Casual RN (Hillcrest)

Calgary, AB

Strong organizing, planning, prioritizing, time management skills. * Proven experience in taking ... Time Type: Part time At Extendicare, we've spent more than 50 years dedicated to enhancing the ...

Extendicare

Casual LPN (Hillcrest)

Calgary, AB

Strong organizing, planning, prioritizing, time management skills. * Proven experience in taking ... Time Type: Part time At Extendicare, we've spent more than 50 years dedicated to enhancing the ...

Calgary Co-op

Produce Manager

Calgary, AB · On-site

Provide leadership and direction in the development and achievement of financial results and store ... We offer competitive wages, extended health benefits for full-time and part-time employees, paid ...

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All JobsFinancial Planner JobsPart Time Financial Planner JobsPart Time Financial Planner Jobs in Calgary, AB

Part Time Financial Planner information

See Calgary, AB salary details

$18.5K

$65.8K

$134K

How much do part time financial planner jobs pay per year?

As of Sep 7, 2026, the average yearly pay for part time financial planner in Calgary, AB is $65,796.00, according to ZipRecruiter salary data. Most workers in this role earn between $37,500.00 and $85,000.00 per year, depending on experience, location, and employer.

What is a part-time financial planner?

Part-time financial planners are professionals who help individuals or businesses manage their finances, investments, and financial goals, but work fewer hours than a full-time planner. They may offer services such as budgeting, retirement planning, tax advice, and investment recommendations on a flexible or as-needed basis. This role is ideal for those seeking work-life balance, or for clients who require financial advice but do not need a full-time commitment. Part-time financial planners may work independently, for financial advisory firms, or even remotely, providing valuable guidance tailored to their clients' unique needs.

What does a part-time financial planner do?

As a part-time financial planner, you work with clients to help them achieve their objectives. Your duties have you working less than 40 hours per week, and you may plan your schedule for when clients are available for appointments. Your primary responsibilities include meeting with individuals or businesses to assess their financial needs. You then assist them in planning and implementing strategies to achieve their goals. Often, you perform analysis on options for investments, or review investments that clients already have. You also advise clients about subjects such as insurance, tax liability, real estate, and debt.

What are the key skills and qualifications needed to thrive as a part-time financial planner, and why are they important?

To thrive as a Part Time Financial Planner, you need strong analytical skills, financial knowledge, and typically a bachelor's degree in finance or a related field, along with relevant licenses such as the CFP certification. Familiarity with financial planning software, portfolio management tools, and compliance systems is also important. Exceptional interpersonal skills, trustworthiness, and the ability to communicate complex financial concepts simply help set top professionals apart. These skills and qualifications are crucial for building client trust, ensuring sound financial advice, and efficiently managing client portfolios.

How does working as a part-time financial planner impact client relationship management and workload balance?

As a part-time financial planner, managing client relationships effectively often requires strong organizational skills and clear communication about your availability. You may need to prioritize tasks, schedule client meetings more strategically, and leverage digital tools to ensure clients feel supported despite reduced hours. While the workload can be more flexible, it’s important to set realistic expectations with both clients and your team to maintain trust and deliver consistent service. Many part-time planners collaborate closely with full-time colleagues or support staff to ensure continuity and comprehensive client care.

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

AspectPart Time Financial PlannerFinancial Advisor
CertificationsCFP, ChFC often preferredCFP, ChFC, or similar certifications
Work EnvironmentPart-time, flexible hours, often independent or small firmsFull-time, office-based or client-facing roles
Employer & IndustryFinancial planning firms, independent practices, or self-employedBanks, investment firms, or independent practices
Search & Comparison IntentPart Time Financial Planner vs Financial AdvisorPart Time Financial Planner vs Financial Advisor

Both roles involve providing financial advice, but Part Time Financial Planners typically work fewer hours and may operate independently or in small firms. Financial Advisors often work full-time within larger organizations. The certifications and industry usage overlap significantly, making them closely related but differing mainly in hours and work setting.

Is there a demand for part time financial planners?

Part time financial planners are in demand as many clients seek flexible scheduling and personalized financial advice. The role often requires certifications like the CFP and proficiency with financial planning tools, making it suitable for professionals seeking part-time work in the finance industry.
More about Part Time Financial Planner jobs

What are the most commonly searched types of Financial Planner jobs in Calgary, AB?

The most popular types of Financial Planner jobs in Calgary, AB are:

Part Time Financial Planner jobs near you

Senior Financial Analyst

Wawanesa Insurance

Calgary, AB • Hybrid

Full-time, Part-time

Retirement, PTO

Re-posted yesterday

Job description

Job ID: 10152 


Employment Type: Existing Role 

Work Environment: We offer a hybrid work environment that offers flexibility to our employees in balancing in-office (2 days per week OR 15 hours per week in a Wawanesa office) and remote work. You may work from any of the following locations: Winnipeg, MB; Calgary, AB; Edmonton, AB; Toronto (North York), ON. 

Working Business Language: English
 

Salary: At Wawanesa, salary is only one component of a holistic, comprehensive and competitive offering that we provide to our employees. In addition to salary, full-time and part-time permanent employees are eligible for an annual bonus plan, leave of absence top-up programs and provided with generous vacation time, personal days, premium free benefits and pension plan. 
 

The salary offered for this role is determined with consideration to various factors, including but not limited to: your work location, local labour market conditions, external market salary data, internal pay equity and the knowledge, skills, experience and anticipated proficiency in the role. The salary offered is estimated to be within the following range: $90,000 - $110,00. Candidates with salary expectations outside of the range are still encouraged to apply. 

About The Wawanesa Mutual Insurance Company
Founded in 1896, The Wawanesa Mutual Insurance Company is one of Canada's largest mutual insurers, 100% owned by its members, with more than $4.1 billion in annual revenue and $12.5 billion in assets. Headquartered in Winnipeg, Wawanesa is the parent company of Wawanesa Life, which provides life insurance solutions throughout Canada, and Western Financial Group, a leading national distributor of personal and business insurance. In March of 2026, Wawanesa entered into an agreement to acquire Everest Insurance Company of Canada to strengthen its commercial insurance capabilities and advance its long-term growth strategy.


Wawanesa proudly serves more than 1.8 million members and we are home to more than 3,000 employees across Canada. The company actively gives back to organizations that strengthen communities, donating more than $4 million annually to charitable organizations, including more than $2 million each year in support of people on the front lines of climate change. Learn more at wawanesa.com.

We are currently looking for dedicated, driven, and enthusiastic individuals who thrive in an environment that welcomes change and are looking for an opportunity for diverse experience and advancement on a growing team.

Job Overview

We are seeking a skilled and motivated Senior Financial Analyst to support the Manager, Finance Business Partner in delivering financial planning, performance reporting, and decision support for the Personal/Commercial Lines business. This role will be responsible for preparing analysis, reporting, forecasts, variance commentary, and financial insights that support the integrity of the financial plan and help inform business discussions.

The successful candidate will bring strong financial analysis capability, excellent technical proficiency, particularly in Power BI and reporting tools, and the ability to translate financial data into clear and practical insights. Working closely with the Manager, Finance Business Partner, this role will analyze results, identify performance trends, investigate variances, and prepare materials that support planning, reporting, and performance management activities.

This role is ideal for a CPA-designated professional with a passion for data-driven decision-making, keen attention to detail, and the confidence to work both independently and as part of a team. Experience in the insurance industry and familiarity with reporting tools such as Power BI are considered strong assets.

Job Responsibilities
  • Support financial planning, budgeting, reforecasting, and monthly plan management activities for the Personal/Commercial Lines business under the guidance of the Manager, Finance Business Partner.
  • Prepare detailed financial plans, operating expense budgets, forecasts, performance reporting packages, and supporting analyses for review with the Manager, Finance Business Partner.
  • Perform monthly and quarterly budget vs. actual and forecast variance analysis, identifying key drivers, trends, risks, and opportunities and summarizing findings for management review.
  • Prepare monthly performance review materials for Personal/Commercial Lines, helping translate financial results into clear commentary, business implications, and discussion points.
  • Maintain and analyze key performance indicators and financial metrics, identifying trends and root causes behind performance shifts across the line of business.
  • Contribute to reporting enhancements, process improvements, and system changes by providing analysis, testing, documentation, and user support as needed.
  • Identify opportunities to improve planning, reporting, and analysis processes and recommend practical improvements to enhance accuracy, consistency, and efficiency.
  • Maintain process documentation, reporting guidance, and training materials related to budgeting, forecasting, and performance reporting procedures.
  • Respond to ad-hoc financial reporting and analysis requests by preparing data pulls, reconciliations, variance analysis, trend reporting, and other customized insights.
  • Provide day-to-day support to business partners on financial reports, budgeting tools, planning processes, and data questions, escalating complex or sensitive matters to the Manager, Finance Business Partner.
  • Assist with interpreting financial reports, setting up departmental budgets, troubleshooting data discrepancies, and ensuring alignment with internal budgeting guidelines, timelines, and reporting standards.
  • Perform additional related duties as assigned. 
Qualifications
  • Minimum of 3 years of experience in financial analysis, management reporting, budgeting, forecasting, or a related finance role.
  • Proficiency with advanced analysis and visualization tools (Power BI, Power Query, Python, etc.).
  • Post-secondary degree in finance, accounting, business, or a related field; CPA designation or active pursuit of a CPA designation is preferred.
  • Strong understanding of financial planning, forecasting, management reporting, accounting concepts, budgeting principles, and variance analysis.
  • Proven ability to deliver high-quality work in a fast-paced environment and meet tight deadlines.
  • Previous experience in the insurance industry is an asset.
  • Effective team player with excellent problem-solving and analytical skills.
  • Strong verbal and written communication skills, with the ability to explain financial information clearly and prepare concise analysis and commentary for management review.


Diversity Equity, Inclusion& Belonging
At Wawanesa, we are committed to Diversity, Equity, Inclusion and Belonging (DEIB) and believe that our strength lies in the diversity of our people - this is supported by having a representative workforce.

We welcome applications from all qualified candidates, including racialized persons, women, Indigenous Peoples, persons with disabilities, members of the 2SLGBTQIA+ community, gender-diverse and neurodiverse individuals, and anyone who can contribute to the further diversification of thought and ideas. 
 

We aim to ensure our recruitment process is accessible to all candidates. If you require accommodations during any stage of the recruitment process, please reach out in confidence to jobs@wawanesa.com.
 

All Wawanesa job applicants are subject to Wawanesa's Privacy Policy.

Please note that the recruitment process for this position may involve the use of AI tools to screen, assess, or select applicants. All final decisions are taken or reviewed by human recruiters and human hiring leaders in compliance with all applicable legislation.  
 

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