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

Additional information to suppliers Per worker model below this is a Remote role. Working Hours ... At the time of providing such notice for these rare onsite meetings, the Province will advise of ...

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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Sales Representative (Remote)

Edmonton, AB ยท Remote

CA$60K - CA$75K/yr (+ commission)

This is a fully remote position. What you'll do: Client Account Representatives participate in the entire sales process: * Research prospective client companies and build your own target list * Reach ...

Are you ready to join an exceptional team that offers comprehensive training, benefits, and flexible working hours? Our ideal candidate embodies qualities such as adaptability, trainability, and a ...

Are you ready to join an exceptional team that offers comprehensive training, benefits, and flexible working hours? Our ideal candidate embodies qualities such as adaptability, trainability, and a ...

Are you ready to join an exceptional team that offers comprehensive training, benefits, and flexible working hours? Our ideal candidate embodies qualities such as adaptability, trainability, and a ...

Are you ready to join an exceptional team that offers comprehensive training, benefits, and flexible working hours? Our ideal candidate embodies qualities such as adaptability, trainability, and a ...

Are you ready to join an exceptional team that offers comprehensive training, benefits, and flexible working hours? Our ideal candidate embodies qualities such as adaptability, trainability, and a ...

Are you ready to join an exceptional team that offers comprehensive training, benefits, and flexible working hours? Our ideal candidate embodies qualities such as adaptability, trainability, and a ...

Are you ready to join an exceptional team that offers comprehensive training, benefits, and flexible working hours? Our ideal candidate embodies qualities such as adaptability, trainability, and a ...

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Remote Financial Advisor information

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.

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.

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 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.

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.

Can a remote financial advisor work remotely?

A remote financial advisor can work remotely, often providing services through online communication tools and financial planning software. Many firms support remote work arrangements, but advisors typically need relevant certifications and must comply with industry regulations regardless of location.

Why do so many remote financial advisors quit?

Remote financial advisors often leave their roles due to high workload, lack of in-person interaction, and challenges in maintaining work-life balance. Additionally, the need for ongoing certifications and client management can contribute to job dissatisfaction and turnover.

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

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

What job categories do people searching Remote Financial Advisor jobs in Edmonton, AB look for?

The top searched job categories for Remote Financial Advisor jobs in Edmonton, AB are:

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

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

Infographic showing various Remote Financial Advisor job openings in Edmonton, AB as of August 2026, with employment types broken down into 92% Full Time, and 8% Contract. Highlights an 8% In-person, and 92% Remote job distribution.

Financial Analyst

ThoughtStorm

Edmonton, AB โ€ข Remote

Full-time

This job post hasย expired 3 days ago.ย Applications are no longer accepted.


Job description

Description:


The Senior Financial Analyst provides advanced accounting, financial analysis, reconciliation, reporting, and compliance support within a complex public-sector environment. Reporting to the Senior Financial Officer/Executive Director, Finance Facilities and Procurement, the individual is responsible for performing hands-on financial and accounting activities that ensure the accuracy, integrity, and timeliness of financial information and reporting.

The role requires a strong technical accounting background and the ability to independently manage complex financial transactions, reconciliations, journal entries, month-end and year-end activities, audit support, and financial reporting requirements. The successful candidate will analyze financial data, identify risks and opportunities for improvement, resolve operational accounting issues, and provide advice on financial processes, controls, and compliance requirements.

Working closely with internal stakeholders and central agencies, the Senior Financial Analyst supports financial accountability through the application of accounting standards, financial legislation, government policies, and internal controls. The position operates with a high degree of independence and professional judgement while contributing to continuous improvement initiatives that enhance the effectiveness and efficiency of financial operations.

Key Responsibilities

  • Perform complex account reconciliations, financial analysis, and journal entry preparation.
  • Support monthly, quarterly, and annual financial reporting processes, including month-end and year-end activities.
  • Review financial transactions for accuracy, completeness, and compliance with applicable policies and standards.
  • Investigate and resolve accounting, reporting, and financial system issues.
  • Monitor and analyze accounts receivable, revenue, payroll-related transactions, and inter-unit accounts.
  • Support internal and external audit activities through preparation of documentation, reconciliations, and working papers.
  • Identify financial risks, control gaps, and opportunities for process improvement.
  • Develop and maintain financial procedures, documentation, and reporting tools.
  • Provide technical advice and interpretation of accounting standards, policies, legislation, and financial procedures.
  • Support implementation of financial system enhancements, process improvements, and operational initiatives.


Preferred Experience

  • Experience with ERP systems
  • Experience supporting audit activities and implementing process improvements.
  • Experience interpreting and applying financial policies and accounting standards.
  • Demonstrated experience in financial operations, reporting, reconciliations, and accounting activities.
  • Knowledge of accounting principles, internal controls, reporting, and audit requirements.
  • Advanced proficiency with Microsoft Excel and information systems.
  • Demonstrated critical thinking and analytical skills, with the ability to work independently, manage competing priorities, and exercise sound professional judgement.

Additional information to suppliers


Per worker model below this is a Remote role.

Working Hours/location:

  • Standard Hours of work are 8:15 to 4:30 with a 1 hr lunch break Alberta time, Monday through Friday excluding holidays observed by the province.
  • This resource will primarily work remotely; however, based on business needs, the resource may be required to attend meetings or work sessions in office upon reasonable notice from the Province. At the time of providing such notice for these rare onsite meetings, the Province will advise of the distance (estimated to be within 3 hrs of the resourceโ€™s home) and expected duration of any such meetings or work sessions. However, time to travel and any associated expenses to and from within Alberta will be at no cost to the Province.
  • Work must be done within Alberta


Incumbency:

  • Net new role (2)


Background check required.

  • Enhanced/level 2 clearance is required. If awarded they must submit the basic clearance and a credit check. GoA will validate this information.


Mandatory Training Courses:

  • Once hired the resource will be required to complete all mandatory training which includes but not limited to Freedom of Information and Protection of Privacy Act, Security/Cybersecurity, Information Management, and Respect in the Workplace. There may also be other mandatory and/or optional training.


Anticipated Interviews dates

  • Interviews are expected to be held between Sep 21-25This is an estimate only.


Equipment requirements:

  • The Contractor shall be responsible for providing all its equipment, including computers, software, printers, supplies, desks and chairs. The computer's operating system must be a modern version of Windows or MacOS that is compatible with Azure Virtual Desktop (AVD) and related software for remote access. Windows is preferred due to better compatibility. AVD/remote-related software will be installed on the resource's computer. However, the Province shall ensure that the Contractorโ€™s resources have the necessary access and credentials to the Government of Albertaโ€™s system. Most of the work will be done using Teams, Excel and SharePoint.