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Wealth Advisor Associate Jobs in Alberta (NOW HIRING)

National Bank

Associate Wealth Advisor

Calgary, AB · On-site

A career as a Associate Wealth Advisor at National Bank is a job that where you can capitalize on your entrepreneurial spirit and have a direct impact on clients. In this role, you will support ...

National Bank

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 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

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 ...

Td

PIA Client Service Associate

Calgary, AB · On-site

CA$43K - CA$56K/yr

TD Wealth Pay Details: $43,300 - $56,700 CAD This role is eligible for commission based earnings ... professional Investment Advisor(IA), whilemaintainingactive participation in ...

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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 1, 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 are the key skills and qualifications needed to thrive as a Wealth Advisor Associate, and why are they important?

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 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 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 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 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:
Wealth Advisor Associate jobs near you
Infographic showing various Wealth Advisor Associate job openings in Alberta as of July 2026, with employment types broken down into 91% Full Time, 8% Part Time, and 1% Contract. Highlights an 72% Physical, 3% Hybrid, and 25% Remote job distribution, with an average salary of $68,207 per year, or $32.8 per hour.

Associate Wealth Advisor

National Bank

Calgary, AB • On-site

Full-time

Posted 4 days ago

Job description

A career as a Associate Wealth Advisor at National Bank is a job that where you can capitalize on your entrepreneurial spirit and have a direct impact on clients. In this role, you will support clients during all their life events to help them achieve their financial goals, and you will build long-term, trust-based relationships. 

Your job:

  • Diligently and attentively support and manage your portfolio of clients.
  • Offer your clients the best solutions on the market so they can achieve their financial goals.
  • Collaborate with several specialists from different sectors of the Bank to meet all needs.
  • Build strong relationships with a wide variety of specialists who can guide you in your advisory role.

Your team:

National Bank Financial - Wealth Management is the fifth largest mutual funds 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. Every day, you’ll work with these clients as well as an investment assistant or senior investment assistant. You’ll work closely with the team to attract clients and build long-lasting, trust-based relationships with each of them. Reporting to the Regional Director, you will monitor your development together to help achieve your career objectives.

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:

  • Completion of CIRE: Canadian Investment Regulatory Exam
  • Completion of RSE: Retail Securities Exam
  • CIM or CFA
  • Financial Planner or any other accreditation related to the field, an asset
  • Willingness to offer quick and efficient service to clients 
  • Knowledge of taxation, an asset
  • Recognized ability to learn software and IT systems 
  • Excellent ability to maintain business relationships through the effective use of virtual communication tools 
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
* Employee Share Ownership Plan
* Employee and Family Assistance Program
* Preferential banking services
* Opportunities to get involved 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 actively listen to employees’ ideas. Whether through our surveys or programs, regular feedback and ongoing communication is 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