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Wealth Advisory Associate Jobs in Alberta (NOW HIRING)

The Consumer Goods Forum

Wealth Associate

Calgary, AB · On-site

... advisory, equity research, sales and trading services for corporations and institutions. We pride ... The Cartograph Group is looking for an experienced Wealth Associate that is passionate in ...

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 ... Build strong relationships with a wide variety of specialists who can guide you in your advisory ...

National Bank

Associate Wealth Advisor

Calgary, AB · Hybrid

A career as a Associate Wealth Advisor at National Bank is a job that where you can capitalize on ... Build strong relationships with a wide variety of specialists who can guide you in your advisory ...

Td

Associate Investment Advisor

Calgary, AB · On-site

CA$42K - CA$57K/yr

TD Wealth Pay Details: $42,500 - $57,500 CAD This role is eligible for commission based earnings ... advisory and business goals. Furthermore, you will: * Manage the client base, understanding the ...

Manulife

Senior Field Supervision Manager

Calgary, AB · Hybrid

... the advisory teams, and Manulife Wealth. The incumbent also executes complex reviews, manages escalations, and provides training and guidance to advisors and Field Supervision Associates. Senior ...

BMO Financial

CA$35K - CA$66K/mo

Wealth Sales & Service Supports one or more Investment Advisors (IAs) and IA Team and staff, and ... Coordinates marketing activities on behalf of the advisory team, including website, social media ...

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Showing results 1-20

All JobsWealth Advisory Associate JobsWealth Advisory Associate Jobs in Alberta

Wealth Advisory Associate information

See Alberta salary details

$24.5K

$82.5K

$145.5K

How much do wealth advisory associate jobs pay per year?

As of Aug 11, 2026, the average yearly pay for wealth advisory associate in Alberta is $82,481.00, according to ZipRecruiter salary data. Most workers in this role earn between $63,000.00 and $99,500.00 per year, depending on experience, location, and employer.

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

AspectWealth Advisory AssociateFinancial Advisor
CredentialsTypically requires a bachelor's degree; certifications like Series 7 or 66 are commonOften requires similar certifications; may hold CFP or CFA designations
Work EnvironmentSupports senior advisors in a team setting, often within banks or financial firmsDirectly interacts with clients, providing personalized financial planning
Employer & Industry UsageUsed in wealth management firms, banks, and financial institutionsCommon across independent practices, banks, and advisory firms
Search & Comparison IntentOften compared for entry-level roles supporting financial planningCompared for client-facing financial planning roles

The main difference is that a Wealth Advisory Associate typically supports senior advisors and focuses on research and administrative tasks, while a Financial Advisor directly manages client relationships and provides personalized financial advice. Both roles require similar certifications and work within the wealth management industry, but their responsibilities and client interaction levels differ.

What are some typical career advancement paths for a wealth advisory associate?

As a Wealth Advisory Associate, you can expect to start by supporting senior advisors in client relationship management, portfolio analysis, and financial planning. With experience and demonstrated success, you may advance to roles such as Wealth Advisor or Senior Associate, taking on your own client base and leading complex financial strategies. Many firms offer mentorship programs, internal training, and opportunities to obtain certifications (such as CFP or CFA) to support your growth. Career progression often depends on your ability to build trust with clients, manage portfolios effectively, and contribute to business development.

What is a wealth advisory associate?

Wealth Advisory Associates are financial professionals who support clients in managing, growing, and protecting their wealth. They typically work with senior advisors to develop tailored investment strategies, provide financial planning advice, and help clients achieve their financial goals. Their responsibilities may include conducting research, preparing financial reports, and maintaining client relationships. Wealth Advisory Associates often serve as a key point of contact for clients and assist with a wide range of financial services.

What are the key skills and qualifications needed to thrive as a wealth advisory associate, and why are they important?

To thrive as a Wealth Advisory Associate, you need a solid understanding of financial markets, investment strategies, and client relationship management, typically supported by a degree in finance or a related field. Familiarity with financial planning software, CRM systems, and relevant certifications like the Series 7 or CFP is often required. Strong interpersonal skills, attention to detail, and effective communication help build trust and deliver tailored advice to clients. These skills ensure accurate financial guidance, client satisfaction, and long-term business growth in a competitive industry.
What are popular job titles related to Wealth Advisory Associate jobs in Alberta? For Wealth Advisory Associate jobs in Alberta, the most frequently searched job titles are:
What job categories do people searching Wealth Advisory Associate jobs in Alberta look for? The top searched job categories for Wealth Advisory Associate jobs in Alberta are:
What cities in Alberta are hiring for Wealth Advisory Associate jobs? Cities in Alberta with the most Wealth Advisory Associate job openings:
Wealth Advisory Associate jobs near you
Infographic showing various Wealth Advisory Associate job openings in Alberta as of August 2026, with employment types broken down into 1% As Needed, 69% Full Time, 28% Part Time, 1% Temporary, and 1% Contract. Highlights an 97% Physical, 1% Hybrid, and 2% Remote job distribution, with an average salary of $82,481 per year, or $39.7 per hour.

Wealth Associate

The Consumer Goods Forum

Calgary, AB • On-site

Full-time

Re-posted 19 days ago

Job description

Who we are:

Canaccord Genuity (CG) is a leading independent full-service financial services firm, with operations in two principal segments of the securities industry: wealth management and capital markets. CG is driven by an unwavering commitment to build lasting client relationships - we achieve this by generating value for our individual, institutional, and corporate clients through comprehensive wealth management solutions and investment banking services. We are a leading independent wealth management firm in Canada, and the leading mid-market provider of investment banking advisory, equity research, sales and trading services for corporations and institutions.

We pride ourselves on understanding our clients' needs and finding innovative, bespoke solutions. Our entrepreneurial and friendly team will challenge you to learn and grow every day. We value great work and collaboration and strive to eliminate bureaucratic thinking. We're looking for talented people who thrive in a fast-paced environment and want to have an impact with innovative ideas and best practices.

Come be a part of our Canadian success story and help deliver superior experiences for our clients. At CG, we recognize that diversity across our business strengthens our client relationships and enables more innovative solutions. We strongly encourage applications from all qualified individuals regardless of race, religion, colour, national origin, gender, sexual orientation, age, marital status, or disability status. CG provides an accessible candidate experience. If you need any accommodations throughout the interview process and beyond, please let us know.

About the role:

The Cartograph Group is looking for an experienced Wealth Associate that is passionate in supporting clients and a team of advisors and associates. The Cartograph Group is focused on exceptional client servicing for high net worth clients.

Responsibilities:

  • Working directly with a team of Investment Advisors where the focus is on client relationships and building a sustainable wealth management business;
  • Assist Investment Advisors with processing, confirming and management of client transactions including: transfers, contributions, withdrawals, and account updates;
  • Maintain account lists and compile statistical information and reports;
  • Prepare, process and follow-up on client documentation for proper maintenance of accounts;
  • Coordinate with custodians and head office;
  • Assist with meeting preparation and follow-up;
  • Assist with servicing existing clients;
  • Perform additional administrative duties as required;
  • Assist with additional team projects as required;
  • Support new client onboarding workflows;
  • Execute a high degree of client follow-ups;

Skills & Qualifications:

  • CIRO Licensed as an Investment Representative required and Registered Representative preferred;
  • 5 years of industry experience at a minimum;
  • Excellent communication and interpersonal skills;
  • Excellent organizational and time-management skills with a strong attention to detail;
  • Demonstrated ability to meet deadlines, take initiatives and manage competing priorities;
  • Ability to work collaboratively and effectively with team members and clients at all levels;
  • Intermediate to advanced computer skills: good working knowledge of MS Office programs;
  • Experience with Dataphile, Envestnet, Salesforce and netx360 would be an asset;

#LI-SK1 #LI-Onsite #INDHP

All applications will be held in strict confidence.

In order to be considered for employment, candidates selected for interviewswill be required to show proof of citizenship, permanent residence or eligibility to work in Canada with no restrictions.

Protecting your online safety:

Canaccord Genuity and its affiliates do not use text messages for recruitment purposes. If you have received a text message claiming to be from CG or an authorized representative regarding job recruitment, please treat as fraudulent and do not respond.

We wish to thank all candidates for their interest but only those applicants selected for an interview will be contacted. No phone calls please. Thank you for your understanding.

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