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Remote Financial Advisor Trainee Jobs in Alberta

Finlink Group

AUDIT MANAGER

Calgary, AB · On-site +1

Conduct thorough reviews of financial statements in accordance with IFRS, US GAAP, and other ... Remote work flexibility and a modern tech stack * Real impact, real responsibility, right away ...

Finlink Group

AUDIT MANAGER

Calgary, AB · On-site +1

Conduct thorough reviews of financial statements in accordance with IFRS, US GAAP, and other ... Remote work flexibility and a modern tech stack * Real impact, real responsibility, right away ...

Zenbooks

Accounting Manager

Calgary, AB · Remote

... advisor and main point of contact. * Prepare and present advanced financial reports, KPI dashboards ... This is a remote role requiring high-speed internet access and availability during core business ...

Lifeworks

Senior Actuarial Consultant

Edmonton, AB · On-site +1

Our purpose is to improve the financial well-being of individuals and the organizational resilience ... While we have offices in Calgary and Vancouver, we're fully equipped to support remote work. If you ...

Lifeworks

Senior Actuarial Consultant

Calgary, AB · On-site +1

Our purpose is to improve the financial well-being of individuals and the organizational resilience ... While we have offices in Calgary and Vancouver, we're fully equipped to support remote work. If you ...

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All JobsFinancial Advisor JobsRemote Financial Advisor Trainee JobsRemote Financial Advisor Trainee Jobs in Alberta

Remote Financial Advisor Trainee information

What is the difference between Remote Financial Advisor Trainee vs Remote Financial Advisor?

AspectRemote Financial Advisor TraineeRemote Financial Advisor
CertificationsTypically requires FINRA Series 7/66, CFP certification (in progress or completed)Must hold necessary licenses and certifications, such as Series 7, Series 66, CFP
Work EnvironmentTraining programs, supervised remote work, learning-focusedClient-facing, independent remote advising, portfolio management
Job RoleLearning and supporting financial advisors, preparing for certificationProviding financial advice, managing client portfolios independently

The main difference is that a Remote Financial Advisor Trainee is in a learning phase, focusing on gaining certifications and experience, while a Remote Financial Advisor is fully qualified to advise clients independently. Trainees support advisors and build skills, whereas advisors manage client relationships and portfolios remotely.

What are popular job titles related to Remote Financial Advisor Trainee jobs in Alberta?

For Remote Financial Advisor Trainee jobs in Alberta, the most frequently searched job titles are:

What job categories do people searching Remote Financial Advisor Trainee jobs in Alberta look for?

The top searched job categories for Remote Financial Advisor Trainee jobs in Alberta are:

What cities in Alberta are hiring for Remote Financial Advisor Trainee jobs?

Cities in Alberta with the most Remote Financial Advisor Trainee job openings:

Remote Financial Advisor Trainee jobs near you

Account Manager, Agriculture (Remote)

NATIONAL BANK OF CANADA

Lethbridge, AB • On-site, Remote

Full-time

Medical, Retirement

Posted 6 days ago

Job description

Attendance
Remote
Job number
34730
Category
Senior Professional
Status: Permanent
Type of Contract
Permanent
Schedule: Full-Time 
Full Time / Part Time?
Full-Time
Posting date
10-Aug-2026
Area(s) of interest: Advisory services, Commercial banking
Location(s): Lethbridge
 
A career on the Agriculture team with Commercial Banking specialized groups at National Bank means supporting agribusiness clients in your region with all their financial projects.

As an Account Manager, Agriculture, you will provide client support, establish lasting business relationships with the agribusiness community, and oversee business development for your region.

Your job:

  • Implement business development strategies to ensure sustained growth for your sector.
  • Perform in-depth analyses of your portfolio in order to identify opportunities for advisory offers adapted to clients’ changing needs.
  • Establish trust-based relationships with colleagues and collaborate with your team to meet the company’s needs as well as the personal needs of agribusiness clients.
  • Negotiate the terms and conditions of agreements with clients while maximizing the desired profitability components.
  • Understand the general issues specific to the various production sectors.
  • Participate in targeted visibility activities to generate contacts and develop your network.
  • Maintain the quality of the loan and deposit portfolio.

Your team:

Working in the Commercial Banking and Private Banking 1859 sector, you will join a team of professionals specialized in the agriculture industry. You will also be surrounded by an ecosystem of experts to help you offer the solutions that best suit our clients’ needs.

You report to the agricultural vice-president from your assigned region and manage a customer portfolio covering the same region.. Our training programs use on-the-job learning to help you master your role. You’ll also have access to colleagues with a wide range of expertise, experience, and backgrounds to enrich all aspects of your development.

Pre-requisites:

  • University certificate OR bachelor’s degree in a related field OR master's degree in a related field combined with relevant experience
  • Relevant experience in the field of agriculture
  • Experience in business development and client portfolio management
  • In Quebec, being a member of the Ordre des agronomes du Québec, an asset
  • Credit and banking industry experience, an asset

Languages:
English
Skills

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Communication Emotional Intelligence Teamwork Accountability Client-focused Learning Agility Listening
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!
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