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Wealth Advisor Associate Jobs in Alberta (NOW HIRING)

National Bank

Wealth Associate

Calgary, AB · On-site

A career as an Associate in the Wealth Management team at National Bank, will give you the ... In this role, you will help wealth advisors to stand out by offering exceptional customer service ...

National Bank

Wealth Associate

Calgary, AB · On-site

A career as a Wealth Associate at National Bank is a job where you can showcase your ability to ... In this role, you will help wealth advisors to stand out by offering exceptional customer service ...

National Bank

Wealth Associate

Edmonton, AB · On-site

A career as a Wealth Associate at National Bank is a job where you can showcase your ability to ... In this role, you will help wealth advisors to stand out by offering exceptional customer service ...

National Bank

Wealth Associate

Calgary, AB · On-site

A career as a Wealth Associate at National Bank is a job where you can showcase your ability to ... In this role, you will help wealth advisors to stand out by offering exceptional customer service ...

National Bank

Wealth Associate

Edmonton, AB · On-site

A career as a Wealth Associate at National Bank is a job where you can showcase your ability to ... In this role, you will help wealth advisors to stand out by offering exceptional customer service ...

National Bank

Wealth Associate

Calgary, AB · On-site

A career as a Wealth Associate at National Bank is a job where you can showcase your ability to ... In this role, you will help wealth advisors to stand out by offering exceptional customer service ...

National Bank

Wealth Associate (On-Site)

Calgary, AB · On-site

Calgary A career as a Wealth Associate at National Bank is a job where you can showcase your ... In this role, you will help wealth advisors to stand out by offering exceptional customer service ...

National Bank

Wealth Associate (On-Site)

Edmonton, AB · On-site

Edmonton A career as a Wealth Associate at National Bank is a job where you can showcase your ... In this role, you will help wealth advisors to stand out by offering exceptional customer service ...

The Consumer Goods Forum

Wealth Associate

Calgary, AB · On-site

The Cartograph Group is looking for an experienced Wealth Associate that is passionate in ... Working directly with a team of Investment Advisors where the focus is on client relationships and ...

EP Wealth Advisors, LLC

EP Wealth Advisors (EPWA) is a wealth management advisory firm with over $49.1 billion as of June ... EPWA fosters an inclusive environment that offers opportunities for our associates to learn, grow ...

Td

Associate Investment Advisor

Calgary, AB

CA$42K - CA$57K/yr

TD Wealth Pay Details: $42,500 - $57,500 CAD This role is eligible for commission based earnings ... Then, the role of Associate Investment Advisor might be the right fit for you. This roleis ...

Royal Bank of Canada

Associate

Red Deer, AB · On-site

... Investment Advisors in managing client portfolios and wealth management planning opportunities. What will you do? * Maintain existing client accounts from an account maintenance perspective ...

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All JobsWealth Advisor Associate JobsWealth Advisor Associate Jobs in Alberta

Wealth Advisor Associate information

See Alberta salary details

$20K

$68.2K

$141K

How much do wealth advisor associate jobs pay per year?

As of Aug 22, 2026, the average yearly pay for wealth advisor associate in Alberta is $68,207.00, according to ZipRecruiter salary data. Most workers in this role earn between $47,000.00 and $76,000.00 per year, depending on experience, location, and employer.

What is a wealth advisor associate?

A Wealth Advisor Associate is a financial professional who supports senior wealth advisors in managing client relationships and developing financial strategies. They assist with tasks such as preparing financial plans, conducting market research, and helping clients with account management. Wealth Advisor Associates often serve as a point of contact for clients and may help with investment recommendations under the supervision of licensed advisors. This role is typically an entry-level or early-career position in wealth management, with opportunities for growth and advancement.

What are the key skills and qualifications needed to thrive as a wealth advisor associate?

To thrive as a Wealth Advisor Associate, you need a solid understanding of financial planning, investment strategies, and regulatory compliance, often supported by a bachelor's degree in finance or a related field. Familiarity with financial planning software (like eMoney or MoneyGuidePro), CRM systems, and, in some cases, certifications such as Series 7 or 66 licenses are typically required. Strong interpersonal skills, active listening, and the ability to build trust with clients help you stand out in this role. These skills and qualities are essential for effectively managing client portfolios, fostering long-term relationships, and ensuring tailored financial advice.

What are the typical career advancement paths for a wealth advisor associate?

As a Wealth Advisor Associate, you typically begin by supporting senior advisors with client relationship management, financial planning, and investment research. Over time, you may develop your own client portfolio and take on more direct advisory responsibilities. With experience and strong performance, you can progress to roles such as Wealth Advisor, Senior Wealth Advisor, or even team leadership positions. Many firms offer mentorship and training programs to help associates gain industry certifications and advance their careers.

What is the difference between Wealth Advisor Associate vs Financial Advisor?

AspectWealth Advisor AssociateFinancial Advisor
CredentialsSeries 7, 66, or 65 licenses; bachelor's degree often preferredSeries 7, 66, or 65 licenses; CFP certification beneficial
Work EnvironmentSupport team in financial firms, assisting senior advisorsClient-facing roles, providing personalized financial planning
Employer & IndustryFinancial services firms, banks, wealth management companiesIndependent or firm-based, financial planning and investment firms

Wealth Advisor Associates typically support senior advisors and focus on client service and administrative tasks, while Financial Advisors directly manage client portfolios and provide comprehensive financial planning. Both roles require similar licenses and often work within the same industry, but their responsibilities and client interaction levels differ.

What are popular job titles related to Wealth Advisor Associate jobs in Alberta?

For Wealth Advisor Associate jobs in Alberta, the most frequently searched job titles are:

What job categories do people searching Wealth Advisor Associate jobs in Alberta look for?

The top searched job categories for Wealth Advisor Associate jobs in Alberta are:

What cities in Alberta are hiring for Wealth Advisor Associate jobs?

Cities in Alberta with the most Wealth Advisor Associate job openings:

Wealth Advisor Associate jobs near you
Infographic showing various Wealth Advisor Associate job openings in Alberta as of August 2026, with employment types broken down into 1% As Needed, 72% Full Time, 25% Part Time, 1% Temporary, and 1% Contract. Highlights an 93% Physical, 2% Hybrid, and 5% Remote job distribution, with an average salary of $68,207 per year, or $32.8 per hour.

Wealth Associate

National Bank

Calgary, AB • On-site

Full-time

Medical, Retirement

Re-posted 18 days ago

Job description

A career as an Associate in the Wealth Management team at National Bank, will give you the opportunity to show your ability to work in synergy with clients and colleagues. In this role, you will help wealth advisors to stand out by offering exceptional customer service that will have a positive, long-term impact on our clients.

Your job:

  • Ensure effective communication between all parties (clients, advisors, and various collaborators)
  • Provide superior customer service in person, on the phone, and by email
  • Analyze client accounts to prepare for activities that support wealth advisors in their business development
  • Diligently carry out transactions related to investment accounts
  • Open and update client files
  • Coordinate advisors’ agendas, schedule appointments, and prepare clients meetings
  • Ensure adherence to compliance and risk management rules

Your team:

National Bank Financial - Wealth Management is the fifth largest investment brokerage firm in Canada. We have close to 1,000 investment advisors who manage the assets of more than 400,000 clients in about 100 branches. Reporting to the regional manager, you will team up with a wealth advisor to offer an exceptional client experience. Collaboration and partnership will be key to your success.

We want to contribute to your quality of life by offering you as much flexibility as possible in your work. For example, we offer a hybrid (remote and in the office) work model, work schedule arrangements to help you achieve work/life balance, and flexible leave that you can take when it's important to you.

Prerequisites:

  • College diploma in a related field
  • At least one year of relevant experience in a related field such as banking operations, customer service, or administration
  • Good knowledge of the Microsoft Office suite 
  • Organizational and priority management skills 
#INDGP
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!

Apply