Conduct in-depth financial analysis and credit underwriting to support decision-making * Prepare ... Coordinate with internal teams and external advisors (legal, appraisal, environmental) to ensure ...
Conduct in-depth financial analysis and credit underwriting to support decision-making * Prepare ... Coordinate with internal teams and external advisors (legal, appraisal, environmental) to ensure ...
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Calgary, AB · On-site
In this role, you will help wealth advisors to stand out by offering exceptional customer service ... Carry out routine operations related to financial transactions (e.g., purchases and sales of ...
Wealth Associate (On-Site)
Calgary, AB · On-site
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Operations Analyst II - Western Field Auditor - (ATHN461)
Calgary, AB · On-site
CA$59K - CA$84K/yr
Department Overview TD Auto Finance (TDAF) is part of TD Business Banking and provides automotive ... Please be advised that this job opportunity is subject to provincial regulation for employment ...
Operations Analyst II - Western Field Auditor - (ATHN461)
Calgary, AB · On-site
CA$59K - CA$84K/yr
Department Overview TD Auto Finance (TDAF) is part of TD Business Banking and provides automotive ... Please be advised that this job opportunity is subject to provincial regulation for employment ...
Wealth Associate
Calgary, AB · Hybrid
In this role, you will help wealth advisors to stand out by offering exceptional customer service ... National Bank Financial - Wealth Management is the fifth largest investment brokerage firm in ...
Wealth Associate
Calgary, AB · Hybrid
In this role, you will help wealth advisors to stand out by offering exceptional customer service ... National Bank Financial - Wealth Management is the fifth largest investment brokerage firm in ...
Wealth Associate
Calgary, AB · On-site
In this role, you will help wealth advisors to stand out by offering exceptional customer service ... Carry out routine operations related to financial transactions (e.g., purchases and sales of ...
Wealth Associate
Calgary, AB · On-site
In this role, you will help wealth advisors to stand out by offering exceptional customer service ... Carry out routine operations related to financial transactions (e.g., purchases and sales of ...
Wealth Associate
Calgary, AB · On-site
In this role, you will help wealth advisors to stand out by offering exceptional customer service ... National Bank Financial - Wealth Management is the fifth largest investment brokerage firm in ...
Wealth Associate
Calgary, AB · On-site
In this role, you will help wealth advisors to stand out by offering exceptional customer service ... National Bank Financial - Wealth Management is the fifth largest investment brokerage firm in ...
Wealth Associate
Calgary, AB · On-site
In this role, you will help wealth advisors to stand out by offering exceptional customer service ... National Bank Financial - Wealth Management is the fifth largest investment brokerage firm in ...
Wealth Associate
Calgary, AB · On-site
In this role, you will help wealth advisors to stand out by offering exceptional customer service ... National Bank Financial - Wealth Management is the fifth largest investment brokerage firm in ...
... counselling to financial advising and social engagement. The Opportunity Job classification ... virtual therapy at a reduced rate to support your well-being - Ability to contribute to RRSP or ...
... counselling to financial advising and social engagement. The Opportunity Job classification ... virtual therapy at a reduced rate to support your well-being - Ability to contribute to RRSP or ...
... financial picture-life, family, business, and future. Our signature Enriched Thinking approach ... Work with the Advisor to develop and distribute client communication and marketing pieces
... financial picture-life, family, business, and future. Our signature Enriched Thinking approach ... Work with the Advisor to develop and distribute client communication and marketing pieces
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Help your clients attain their business objectives by proposing financial strategies based on the ... Virtual sleep clinic We have an offer that keeps up with trends as well as your needs and those of ...
... EAP) as well as primary care, virtual care, preventive health, wellness, mental health ... As an Account Manager on this team, you'll be the trusted advisor and solution architect who helps ...
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Help your clients attain their business objectives by proposing financial strategies based on the ... Virtual sleep clinic We have an offer that keeps up with trends as well as your needs and those of ...
Help your clients attain their business objectives by proposing financial strategies based on the ... Virtual sleep clinic We have an offer that keeps up with trends as well as your needs and those of ...
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Account Executive Development Program (AEDP) 2026/2027 New Graduate Rotational Program (Western -...
Calgary, AB · On-site +1
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... financial and familial well-being. CFMWS employees deliver programs and services including ... Functional BENEFITS AVAILABLE Health Benefits: Healthcare spending account, virtual care ...
... financial and familial well-being. CFMWS employees deliver programs and services including ... Functional BENEFITS AVAILABLE Health Benefits: Healthcare spending account, virtual care ...
... financial and familial well-being. CFMWS employees deliver programs and services including ... Functional BENEFITS AVAILABLE Health Benefits: Healthcare spending account, virtual care ...
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Curate our merchandise assortment and support a seamless retail environment As a Style Advisor, you ... Aritzia Virtual Wellness - Because your health, happiness, and safety matter - 24/7 resources to ...
Curate our merchandise assortment and support a seamless retail environment As a Style Advisor, you ... Aritzia Virtual Wellness - Because your health, happiness, and safety matter - 24/7 resources to ...
Curate our merchandise assortment and support a seamless retail environment As a Style Advisor, you ... Aritzia Virtual Wellness - Because your health, happiness, and safety matter - 24/7 resources to ...
Curate our merchandise assortment and support a seamless retail environment As a Style Advisor, you ... Aritzia Virtual Wellness - Because your health, happiness, and safety matter - 24/7 resources to ...
Curate our merchandise assortment and support a seamless retail environment As a Style Advisor, you ... Aritzia Virtual Wellness - Because your health, happiness, and safety matter - 24/7 resources to ...
Curate our merchandise assortment and support a seamless retail environment As a Style Advisor, you ... Aritzia Virtual Wellness - Because your health, happiness, and safety matter - 24/7 resources to ...
Curate our merchandise assortment and support a seamless retail environment As a Style Advisor, you ... Aritzia Virtual Wellness - Because your health, happiness, and safety matter - 24/7 resources to ...
Curate our merchandise assortment and support a seamless retail environment As a Style Advisor, you ... Aritzia Virtual Wellness - Because your health, happiness, and safety matter - 24/7 resources to ...
Curate our merchandise assortment and support a seamless retail environment As a Style Advisor, you ... Aritzia Virtual Wellness - Because your health, happiness, and safety matter - 24/7 resources to ...
Curate our merchandise assortment and support a seamless retail environment As a Style Advisor, you ... Aritzia Virtual Wellness - Because your health, happiness, and safety matter - 24/7 resources to ...
Virtual Financial Advisor information
See Calgary, AB salary details
$21.5K - $32.5K
6% of jobs
$32.5K - $43.5K
12% of jobs
$47.3K is the 25th percentile. Wages below this are outliers.
$43.5K - $54.5K
19% of jobs
$54.5K - $65.5K
11% of jobs
The median wage is $66.3K / yr.
$65.5K - $76.5K
22% of jobs
$84K is the 75th percentile. Wages above this are outliers.
$76.5K - $87.5K
8% of jobs
$87.5K - $98.5K
6% of jobs
$98.5K - $109.5K
9% of jobs
$109.5K - $120.5K
4% of jobs
$120.5K - $131.5K
2% of jobs
$131.5K - $142.5K
1% of jobs
$21.5K
$75.2K
$142.5K
How much do virtual financial advisor jobs pay per year?
As of Aug 18, 2026, the average yearly pay for virtual financial advisor in Calgary, AB is $75,242.00, according to ZipRecruiter salary data. Most workers in this role earn between $48,000.00 and $92,000.00 per year, depending on experience, location, and employer.
What is a virtual financial advisor?
A Virtual Financial Advisor is a finance professional who provides financial planning, investment advice, and related services to clients remotely, typically through phone calls, video conferencing, and online platforms. They help clients set and achieve financial goals, manage investments, and plan for retirement or other major life events, all without the need for in-person meetings. This modern approach offers clients flexibility, convenience, and access to a wider range of advisors regardless of geographical location.
What does a virtual financial advisor do?
A virtual financial advisor helps clients choose investments and develop short- and long-term financial planning strategies. In this role, you typically do not meet your clients in person; you communicate with clients through phone calls, emails, video conferences, and chat applications. The job duties of a financial advisor include assessing your clients' current financial condition by reviewing their assets, investments, and other financial decisions they have made, such as retirement plans and life insurance policies. Once you have evaluated their finances, you determine an investment and budgeting plan to meet your client's financial goals. The plan may include a regular savings deposit to increase their emergency funds, opening college accounts for children, or investing in retirement plans.
What are the key skills and qualifications needed to thrive as a virtual financial advisor?
To thrive as a Virtual Financial Advisor, you need strong financial planning knowledge, analytical abilities, and typically a bachelor’s degree in finance or a related field, along with relevant certifications such as CFP or CFA. Familiarity with digital financial planning platforms, CRM systems, and secure communication tools is essential. Excellent communication, trust-building, and self-motivation are critical soft skills for engaging and retaining clients remotely. These competencies are vital for delivering effective financial advice, maintaining regulatory compliance, and fostering client relationships in a digital environment.
How does a virtual financial advisor typically build and maintain client relationships in a remote environment?
As a Virtual Financial Advisor, building strong client relationships relies heavily on effective communication through digital channels, such as video calls, emails, and secure messaging platforms. Advisors must be proactive in scheduling regular check-ins, providing timely updates, and using technology to personalize the client experience. Trust and rapport are established by being responsive, transparent, and offering tailored financial advice, even without in-person meetings. Leveraging digital tools for portfolio management and financial planning also helps advisors stay organized and accessible, fostering long-term client loyalty.
What is the difference between Virtual Financial Advisor vs Financial Planner?
| Aspect | Virtual Financial Advisor | Financial Planner |
|---|---|---|
| Credentials | CFP, CFA, or similar certifications often required | CFP, CFA, or similar certifications often required |
| Work Environment | Remote/online platform | In-person or remote consultations |
| Employer & Industry Usage | Financial services firms, online platforms | Independent or firm-based financial services |
| Search & Comparison Intent | Comparing online advisory services | Comparing traditional financial planning services |
Virtual Financial Advisors primarily operate remotely, providing online financial advice, often through digital platforms. Financial Planners may work in person or remotely, offering comprehensive financial planning. Both roles require similar certifications and serve clients in the financial industry, but their work environments and service delivery methods differ.
More about Virtual 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 Virtual Financial Advisor jobs in Calgary, AB?
For Virtual Financial Advisor jobs in Calgary, AB, the most frequently searched job titles are:
Senior Manager Financing Solutions - Real Estate (Hybrid)
Calgary, AB • Hybrid
Full-time
Medical, Retirement
Re-posted 18 days ago
Job description
Attendance
Hybrid
Job number
33319
Category
Senior Professional
Status: Permanent
Type of Contract
Permanent
Schedule: Full-Time
Full Time / Part Time?
Full-Time
Posting date
17-Aug-2026
Area(s) of interest: Advisory services, Commercial banking
Location(s): Calgary
As a Senior Manager, Financing Solutions in the Real Estate Financing team, you will act as a subject matter expert in structuring complex commercial real estate transactions. You will contribute to the growth of the portfolio while ensuring sound risk management practices and delivering high-value financial solutions to clients.
Your role
- Structure complex real estate financing transactions, including construction loans, term financing and multi-entity borrower structures
- Conduct in-depth financial analysis and credit underwriting to support decision-making
- Prepare detailed credit applications and recommendations for approval authorities
- Manage and monitor a portfolio of commercial real estate clients, including annual reviews and covenant tracking
- Identify and mitigate risks related to transactions and market conditions
- Partner with Account Managers to support deal origination, structuring and execution
- Participate in negotiations with clients and internal stakeholders
- Coordinate with internal teams and external advisors (legal, appraisal, environmental) to ensure efficient execution of transactions
- Act as an expert in real estate financing and provide advisory support to internal partners
Your team
Within the Commercial & Private Banking 1859 sector, you are part of the Real Estate Financing group, which supports key players in the real estate industry through construction and long-term financing solutions. The team is recognized for its expertise, collaboration and ability to deliver tailored financial solutions.
In this role, you report to the Senior Director, Real Estate Financing, and are responsible for supporting and covering the Calgary market, working closely with regional partners and clients.
Prerequisites
- Bachelor’s degree in finance, accounting or a related field
- Minimum of 7 to 10 years of relevant experience in commercial banking or real estate financing
- Strong experience in structuring complex real estate transactions
- Solid expertise in credit underwriting, financial analysis and risk management
- Strong knowledge of real estate financing products and market dynamics
- Ability to work autonomously on complex files and influence decision-making
- Strong communication, negotiation and stakeholder management skills
Languages:
English
Skills
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Communication Diversity & Inclusion Driving Results Emotional Intelligence Teamwork Accountability Client-focused Empathy Initiative Learning Agility Resiliency Humility
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!