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Personal Financial Manager Jobs in Alberta (NOW HIRING)

Scotiabank

Financial Advisor Edmonton

Edmonton, AB · On-site

Reporting to the Regional Manager, as a Financial Consultant, you will assist MD clients and their families in achieving their personal financial goals. Working as a partner with MD's Specialist ...

Royal Bank of Canada

Branch Manager Advisor

Consort, AB · Hybrid

Branch Manager Advisor What is the opportunity? As a Branch Manager Advisor, you fulfill a critical ... Personal Financial Service Advice and Financial Planning I) * Quebec: Completed Certificate of ...

Seasonal Impact

Financial Controller

Edmonton, AB · On-site

Personal and professional growth * Engagement: All hands-on attitude * Teamwork: Solve problems ... Proven experience in corporate accounting, financial management, and construction industry ...

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Personal Financial Manager information

What is a personal financial manager?

A Personal Financial Manager is a professional who helps individuals and families manage their finances, create budgets, plan for retirement, and make informed financial decisions. They assess a client's financial situation, set achievable financial goals, and develop strategies for saving, investing, and debt management. Personal Financial Managers may also advise on tax planning, insurance needs, and estate planning, offering tailored advice to help clients achieve financial security and growth.

What does a personal financial manager do?

Personal Financial Managers work closely with clients to understand their financial goals, risk tolerance, and current financial situation. They conduct in-depth assessments, gather relevant financial documents, and facilitate open discussions to identify short- and long-term objectives. Collaboration is ongoing, with regular meetings to review progress, update plans based on life changes, and adjust investment strategies or budgeting as needed. This client-focused approach ensures that financial plans remain personalized and effective over time.

What are the key skills and qualifications needed to thrive as a personal financial manager?

To thrive as a Personal Financial Manager, you need a solid understanding of financial planning, investment strategies, and regulatory compliance, often supported by a degree in finance or accounting and relevant certifications like CFP or CPA. Familiarity with financial planning software, portfolio management systems, and tax preparation tools is typically required. Excellent interpersonal skills, trustworthiness, and the ability to communicate complex concepts clearly set top performers apart. These skills ensure you can build strong client relationships, develop effective financial plans, and help clients achieve their financial goals.

What is the difference between Personal Financial Manager vs Financial Advisor?

AspectPersonal Financial ManagerFinancial Advisor
CredentialsCertifications like CFP, CFA often preferredCFP, CFA, or similar certifications common
Work EnvironmentPrivate clients, wealth management firmsFinancial institutions, independent practice
Employer & IndustryWealth management firms, banks, private clientsFinancial planning firms, banks, investment firms

Both roles involve financial planning and client advising, but Personal Financial Managers typically handle comprehensive wealth management for high-net-worth individuals, while Financial Advisors may serve a broader client base with a focus on investment and retirement planning. The roles often overlap, but the scope and client profile can differ.

What are popular job titles related to Personal Financial Manager jobs in Alberta?

For Personal Financial Manager jobs in Alberta, the most frequently searched job titles are:

What job categories do people searching Personal Financial Manager jobs in Alberta look for?

The top searched job categories for Personal Financial Manager jobs in Alberta are:

What cities in Alberta are hiring for Personal Financial Manager jobs?

Cities in Alberta with the most Personal Financial Manager job openings:

Personal Financial Manager jobs near you

Personal Finance Advisor

Desjardins Group

Cochrane, AB • Hybrid

Full-time

Medical, Retirement, PTO

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

Job description

As a Personal Finance Advisor at Caisse Desjardins Ontario, you're responsible for developing and maintaining a lasting, trust-based business relationship with members and clients to ensure their satisfaction.🤝Your role is to listen to the needs of members and clients, offer advice tailored to their financial situation, and help them choose appropriate solutions to help them achieve their financial goals. You drive results by preparing offers, and recommending investments, loans and insurance.🎯More specifically, you will be required to :

  • Advise members and clients on the best strategies and determine target outcomes.
  • Manage business relationships, assess satisfaction and service quality, follow up on these relationships and identify areas for improvement.
  • Stay on top of financial services industry news, market trends and best practices in your field.
  • Participate in outreach activities and be present in the community.

What we offer*

  • Competitive salary and annual bonus
  • 4 weeks of flexible vacation starting in the first year
  • Defined benefit pension plan that provides predictable, stable income throughout retirement
  • Group insurance including telemedicine
  • Reimbursement of health and wellness expenses

*Benefits apply based on eligibility criteria.

#LI-Hybrid #ON7

What you bring to the table

  • Bachelor's degree in a related field
  • A minimum of one year of relevant experience
  • Please note that other combinations of qualifications and relevant experience may be considered
  • Mutual fund representative certificate - Autorite des marches financiers
  • Strong communication skills in both French and English, both oral and written due to the nature of the duties or work tools or because the position involves interactions with english-speaking partners, members and/or clients.
  • Knowledge of the latest financial, economic, policy and legislative developments
  • Knowledge of products and services for caisse members, products and services offered by Desjardins Business centres, components and distribution networks, and products and services offered by competitors
  • Knowledge of debt management practices
  • Knowledge of legislative compliance requirements for the distribution of financial products and services
  • Understanding of the philosophy and fundamentals of financial services cooperatives
  • Knowledge of policies, legislation and standards governing products and services offered by Desjardins Ontario Credit Union
  • Knowledge of techniques used to assess and monitor individual financing applications.
Action oriented, Customer Focus, Differences, Drive results, Interpersonal Savvy, Nimble learning


Equity, Diversity, Inclusion and Accessibility

At Desjardins, we believe in equity, diversity and inclusion. We're committed to welcoming, respecting and valuing people for who they are as individuals, learning from their differences, embracing their uniqueness, and providing a positive workplace for all. At Desjardins, we have zero tolerance for discrimination of any kind. We believe our teams should reflect the diversity of the members, clients and communities we serve.

If there's something we can do to help make the recruitment process or the job you're applying for more accessible, let us know. We can provide accommodations at any stage in the recruitment process. Just ask!

Trade Union (If applicable)

Job Family

Member/client sales and service (FG)

Unposting Date

2026-08-14

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