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Senior Financial Advisor Jobs in Strathmore, AB (NOW HIRING)

Targeted Talent

Financial Advisor

Calgary, AB · On-site

Senior Financial Advisor JOB PURPOSE: Why does this role exist? The primary responsibility of a Financial Advisor (FA) is to proactively identify, develop and maintain strong client relationships ...

Targeted Talent

Financial Advisor

Calgary, AB · On-site

Senior Financial Advisor JOB PURPOSE: Why does this role exist? The primary responsibility of a Financial Advisor (FA) is to proactively identify, develop and maintain strong client relationships ...

ATB

Senior Wealth Advisor

Calgary, AB · Hybrid

About the Role As ATB Wealth's next Senior Financial Advisor you are intrigued by the thought of running an enterprise under the guidance of ATB Wealth, do you have an entrepreneurial mind set and ...

Enbridge

Advisor Financial Reporting

Calgary, AB · Hybrid

This is a non-union position We are seeking a motivated and detail-oriented Advisor Financial ... Operates under pressure to deliver accurate and timely financial information to senior management ...

Ci

Director, Advisor Development

Calgary, AB

Act as business consultant to financial advisors on business models, branding, marketing, service ... Demonstrate professional maturity in dealing with senior management, employees, and internal ...

ATB

Inside Sales Associate

Calgary, AB · On-site

As a relationship manager and technical expert working with ATB Wealth Senior Financial Advisors (SFAs) and Financial Advisors (FAs). You will collaborate with various parties within ATBIM developing ...

Wood PLC

Senior Contracts Advisor

Calgary, AB · Hybrid

CA$74K - CA$111K/yr

Wood is recruiting for a Senior Contracts Advisor to join its Group Functions team focusing on Finance and Administration. This opportunity is hybrid, based in Calgary or Vancouver. #LI-Hybrid The ...

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Senior Financial Advisor information

What does a senior financial advisor do?

A Senior Financial Advisor provides advanced financial planning and investment advice to clients, often focusing on wealth management, retirement planning, tax strategies, and estate planning. They analyze clients' financial situations, develop personalized financial plans, and help manage investment portfolios. Senior Financial Advisors typically have extensive experience in the financial industry and may supervise junior advisors. Their goal is to help clients achieve long-term financial security and meet their financial goals.

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

To thrive as a Senior Financial Advisor, you need strong analytical abilities, deep knowledge of investment strategies, and a relevant degree or certification such as CFP or CFA. Expertise with financial planning software, portfolio management systems, and CRM tools is typically required. Outstanding interpersonal skills, ethical judgment, and the ability to communicate complex financial concepts clearly help set top advisors apart. These competencies are crucial for building client trust, delivering tailored financial solutions, and ensuring long-term client satisfaction and retention.

How does a senior financial advisor typically collaborate with other departments within a financial institution?

Senior Financial Advisors often work closely with departments such as investment management, compliance, and client services to provide comprehensive solutions for their clients. This collaboration ensures that client portfolios are managed effectively, regulatory requirements are met, and client inquiries are addressed promptly. Advisors may participate in regular meetings with portfolio managers, compliance officers, and other specialists to review client strategies and stay updated on new financial products or regulations. This team-based approach allows Senior Financial Advisors to deliver holistic and personalized advice to their clients.

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

AspectSenior Financial AdvisorFinancial Planner
CredentialsCFP, CFA, or CFP designation often preferredCFP certification common, sometimes other certifications
Work EnvironmentAdvises high-net-worth clients, often in private firms or banksWorks with a broad client base, including individuals and families
Industry UsageUsed in wealth management and private bankingUsed across financial services, including independent advising

While both roles involve financial planning and advising clients, Senior Financial Advisors typically serve high-net-worth clients with advanced credentials and a focus on wealth management. Financial Planners often work with a wider range of clients, providing comprehensive financial plans. The roles overlap but differ mainly in client profile and scope of services.

What cities near Strathmore, AB are hiring for Senior Financial Advisor jobs?

Cities near Strathmore, AB with the most Senior Financial Advisor job openings:

Senior Financial Advisor jobs near you
Infographic showing various Senior Financial Advisor job openings in Strathmore, AB as of August 2026, with employment types broken down into 1% As Needed, 81% Full Time, 15% Part Time, 1% Temporary, and 2% Contract. Highlights an 88% Physical, 2% Hybrid, and 10% Remote job distribution.

Financial Advisor

Targeted Talent

Calgary, AB • On-site

Full-time

Re-posted 15 days ago

Job description

TITLE: Financial Advisor
LOCATION: Calgary, AB
REPORTING: Senior Financial Advisor 

JOB PURPOSE: Why does this role exist?
The primary responsibility of a Financial Advisor (FA) is to proactively identify, develop and maintain strong 
client relationships within the firm’s Legacy book of business through regular contact and providing timely, 
value-added information, advice and recommendations. The FA is to leverage financial planning tools to 
help clients understand what they need to do to reach their goals and to encourage them to act on my 
recommendations. This role reports to the Senior Financial Advisor.

KEY ACCOUNTABILITIES: 
• Promotes a culture of compliance throughout the firm.
• Recommends strategies clients can use to achieve their financial goals and objectives, including advice 
on asset management, asset protection, financial management, retirement planning, tax planning, 
business planning and estate planning.
• Manages client base with constant contact strategy. 
• Meets with clients to determine their current income, expenses, insurance coverage, tax status, 
financial objectives, risk tolerance, and other information needed to develop a financial plan.
• Completes projects and special assignments by establishing objectives; determining priorities; managing 
time; gaining cooperation of others; monitoring progress; problem-solving; making adjustments to 
plans.
• Exhibits the firm’s values of leadership, teamwork, respect, accountability and passion

CRITICAL PERFORMANCE AREAS 
FIRM CONTRIBUTION
• Responsible to adhere to all compliance and regulatory requirements as set out by the firm and 
other regulatory bodies.
• Creates, organizes and executes a successful and effective sale process, acquiring new clients along 
the way.
• Works within the team on asks such as Insurance Management.
• Is accountable to follow company policies and procedures.
• Utilizes company approved tools and software.

CLIENT MANAGEMENT
• Identifies opportunities and works with the team members to create solutions for clients.
• Manages client relationships.
• Services and expands new and existing clients by introducing them to the firm's services.
• Reviews accounts to determine if life changes necessitate new financial strategies.
 
LEADERSHIP AND TEAM DEVELOPMENT
• Updates job knowledge by participating in educational opportunities, reading professional 
publications; maintains personal networks; participates in professional organizations.
• Identifies and keeps abreast of new market trends; shares and educates where appropriate.

FINANCIAL AND BUSINESS PERFORMANCE
• Responsible for revenue generation and proactively identify opportunities to grow the business 
(new and existing clients).
• Identifies opportunities to gather additional assets and/or increase revenue within the existing 
client base.

FUNCTIONAL COMPETENCIES
• Ability to see the “big picture” while staying aligned to the firm’s vision.
• Has a love for the financial services industry, specifically financial planning and a desire to grow in this 
field.
• Holds self-accountable to high levels of client service with a focus on maintaining and building strong 
customer relationships
• Ability to listen, be responsive to client needs and empathy; persuasive and articulate communication 
style and strong interpersonal skills to work in this people-oriented business.
• Strong analytical skills, the ability to use databases and conduct financial research, in addition to 
excellent math skills.
• Entrepreneurial Spirit – a love to embrace new opportunities and make things happen, thrive in a fast 
paced constantly evolving environment.
• Highly organized and results oriented with demonstrated flexibility.
• Strong personal ethics.
 
 QUALIFICATIONS 
• College, University degree or equivalent.
• CSC accreditation.
• CIM an asset.
• CFP Designation and Membership in the Financial Planning Association or other industry groups.
• Insurance licensing an asset.
• Should have working knowledge of estate planning, power of attorney, wills, family trusts, insurance 
and tax sufficient to discuss these topics with clients and engage or refer to the appropriate specialists.
• Must have proven success in building solid client relationships.
• IT literacy
 
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About Targeted Talent

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Your single source for HR professional services, we offer job seekers specialized employment services, spanning contract, permanent positions, and project solutions for highly specialized and managerial level talent needs. Our team of specialized recruiters and consultants abilities extend far beyond resume or career counseling. With hundreds of collaborators strategically located throughout the country, our organization possess the local market knowledge and industry relationships that make successful geography-specific reach possible.

Industry

Recruiting and staffing services

Company size

11 - 50 Employees

Headquarters location

Vancouver, BC, CA

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