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Remote Financial Advisor Jobs in Calgary, AB (NOW HIRING)

Ratehub

Mortgage Agent - Alberta

Calgary, AB · Remote

CA$55K - CA$105K/yr

Attention Retention/Renewal Specialists, Mortgage Agents and Financial Advisors - we are looking ... This is a remote opportunity - however, we do have an office space downtown Toronto for those who ...

Cayenta

(Remote) Application Consultant

Calgary, AB · Remote

... advisor. The Application Consultant role is project driven and will support a wide array of ... Knowledge of Accounting and Financial Systems. * Working Knowledge of SQL. What we can offer: * 3 ...

Cenovus

Financial Analyst

Calgary, AB · On-site +1

Reporting to the Team Lead, External Reporting, the Financial Analyst will support the preparation of Cenovus' external disclosure documents, including quarterly and annual financial statements, MD&A ...

EventMobi

Account Manager - Canada Remote

Calgary, AB · Remote

Find ways to grow our footprint by being the trusted advisor to hundreds of our top customers. WHAT ... REMOTE WORKSPACE REQUIREMENTS: * You have a safe, comfortable, and ergonomic workspace and working ...

EventMobi

Account Manager - Canada Remote

Calgary, AB · Remote

CA$105K/yr

Find ways to grow our footprint by being the trusted advisor to hundreds of our top customers. WHAT ... REMOTE WORKSPACE REQUIREMENTS: * You have a safe, comfortable, and ergonomic workspace and working ...

ConvergentIS

Senior Accountant - Remote

Calgary, AB · Remote

About the RoleWe are looking for a Senior Accountant to join our finance team and own the day-to ... advisors as needed Support government grant applications and annual compliance filings (EDC ...

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 ...

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All JobsFinancial Advisor JobsRemote Financial Advisor JobsRemote Financial Advisor Jobs in Calgary, AB

Remote Financial Advisor information

What are the key skills and qualifications needed to thrive as a remote financial advisor, and why are they important?

To thrive as a Remote Financial Advisor, you need a solid understanding of financial planning, investment strategies, and relevant regulations, typically supported by a bachelor's degree in finance or a related field and certifications like CFP or Series 7. Proficiency with financial planning software, CRM systems, and secure virtual communication tools is essential. Outstanding interpersonal skills, active listening, and self-motivation help build client trust and manage relationships remotely. These skills and qualities are crucial for delivering effective advice, maintaining compliance, and ensuring client satisfaction in a virtual environment.

How do remote financial advisors typically build and maintain client relationships without in-person meetings?

Remote Financial Advisors rely heavily on digital communication tools such as video calls, secure messaging, and client portals to foster strong relationships with their clients. Consistent follow-ups, personalized financial plans, and timely responses help build trust and rapport. Advisors often schedule regular virtual check-ins and provide educational resources to keep clients engaged and informed. While it can be challenging to establish the same level of personal connection as in face-to-face meetings, leveraging technology and demonstrating proactive support can lead to successful long-term client partnerships.

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

AspectRemote Financial AdvisorRemote Financial Planner
CertificationsCFP, CFA, or similarCFP, CFA, or similar
Work EnvironmentVirtual client meetings, online platformsVirtual client meetings, online platforms
Industry UsageFinancial services, wealth managementFinancial planning, wealth management
Primary FocusInvestment advice, portfolio managementComprehensive financial planning, goal setting

Remote Financial Advisors and Remote Financial Planners often share certifications and work environments, focusing on virtual client interactions. While Advisors typically concentrate on investment strategies and portfolio management, Planners provide broader financial planning services. Both roles are integral to financial services and frequently searched together, but their primary focus distinguishes them within the industry.

What does a remote financial advisor do?

As a remote financial advisor, your responsibilities revolve around helping people reach their financial goals. You assist clients with investment strategies that minimize risk and promote financial stability, develop and implement plans for managing assets, and provide advice and information to assist your client with decision making. Your duties include helping clients budget, save for college and retirement, and handle challenges like health and long-term care planning, estate management, and taxes. As a remote professional, you work from home, meeting with clients via phone or video conference, and sharing information and advice through email.

Why do so many remote financial advisors quit?

Remote financial advisors often leave the profession due to high workload, client management challenges, and the need for strong self-discipline in a home environment. Job satisfaction can also decline if advisors lack sufficient support, training, or clear career progression, leading to burnout and turnover.

What is a remote financial advisor?

A remote financial advisor is a professional who provides financial planning, investment advice, and wealth management services to clients via online platforms, phone calls, or video conferencing, rather than meeting in person. This role allows clients to receive expert financial guidance from anywhere, making it convenient and accessible. Remote financial advisors assess clients' financial situations, help set goals, and develop personalized strategies to manage finances, investments, retirement planning, and more.
More about Remote Financial Advisor jobs

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

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

What are popular job titles related to Remote Financial Advisor jobs in Calgary, AB?

For Remote Financial Advisor jobs in Calgary, AB, the most frequently searched job titles are:

What cities near Calgary, AB are hiring for Remote Financial Advisor jobs?

Cities near Calgary, AB with the most Remote Financial Advisor job openings:

Remote Financial Advisor jobs near you
Infographic showing various Remote Financial Advisor job openings in Calgary, AB as of August 2026, with employment types broken down into 1% As Needed, 83% Full Time, 13% Part Time, and 3% Contract. Highlights an 89% Physical, 3% Hybrid, and 8% Remote job distribution.

Mortgage Agent - Alberta

Ratehub

Calgary, AB • Remote

CA$55K - CA$105K/yr

Full-time

Medical, PTO

Re-posted 24 days ago

Job description

Attention Retention/Renewal Specialists, Mortgage Agents and Financial Advisors – we are looking for you! 

Ratehub has an opening on our inside sales team for a Mortgage Agent (Alberta) who will be responsible to convert leads into closed mortgage transactions. This is a great opportunity with competitive compensation, including a base salary plus monthly commission. 

Responsibilities and Duties

  • Taking inbound leads, online, or by phone, and converting them to closed mortgage applications, with the support of the documents fulfillment team
  • Ensure a smooth mortgage application process for clients, provide insight and thought to continuously improve the customer experience, handling customer complaints, should they arise
  • Maintaining your Certified Mortgage Agent designation

 Required Qualifications, Qualities, and Skills

  • 3+ years of mortgage sales experience. 
  • Self-motivated with excellent relationship building skills.
  • Proficient in using sales tools and software.
  • Ability to multitask and pay strong attention to detail.
  • Analytical: You can break down complex information for our client.
  • Resourceful: You may not have all the answers, but you know how to get them.
  • Proactive: You are never idle and love being busy.
  • Positive attitude: We have a great culture and want to preserve it.

Why is this an amazing opportunity?

  • Ratehub is Canada's #1 mortgage lead generation company.
  • We have funded over 18 Billion of Mortgage Volume to date.
  • You will be a part of a highly intelligent sales team.
  • High quality leads are provided daily.
  • This is a remote opportunity - however, we do have an office space downtown Toronto for those who would like to attend in person.
  • Competitive compensation package consisting of salary and commission
  • 3 weeks of paid vacation to start
  • Competetive health benefits start on day 1, funded completely by Ratehub.
  • Ratehub is a 4x winner of the Canadian Mortgage Brokerage of the Year Award (2018, 2019, 2020, 2021).

We are dedicated to providing our customers the best mortgage rates, advice, and service. We believe in financial transparency, product innovation, entrepreneurship and community.

Our ideal candidate profile?

This is a great opportunity for someone currently working as a Financial Advisor, Mortgage Specialist or Mortgage Retention Specialist who is looking for a more dynamic and lucrative opportunity. Our ideal candidate is a highly intelligent, resourceful and self-motivated individual, with a strong financial aptitude and excellent customer service skills - sound like you?

This job posting is for a currently open vacancy.

AI technology is not used in the screening and assessment process of our recruitment.

Ratehub welcomes and encourages applications from people with disabilities. Accommodations are available upon request for candidates taking part in all aspects of the selection process.

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