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Asset Management Associate Jobs in Surrey, BC (NOW HIRING)

Walmart

Asset Protection Associate

Surrey, BC · On-site

CA$20/hr

The Asset Protection Associate plays a key role in creating and maintaining a safe, secure, and ... For internal investigations, escalates information to the Market Loss Prevention Manager in ...

PwC

Deals - Real Assets - Manager

Vancouver, BC · On-site

CA$112K - CA$162K/yr

Those in capital projects management at PwC will focus on overseeing and managing large-scale ... Train, coach, and review work completed by Associates and Senior Associates across multiple ...

Ci

Service Associate

Vancouver, BC

CA$42K - CA$71K/yr

The Service Associate will play a crucial role in facilitating account management and ... asset management advisory services through diverse financial services firms. Since 1965, we have ...

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All JobsAsset Management Associate JobsAsset Management Associate Jobs in Surrey, BC

Asset Management Associate information

See Surrey, BC salary details

$30K

$87K

$151.2K

How much do asset management associate jobs pay per year?

As of Sep 6, 2026, the average yearly pay for asset management associate in Surrey, BC is $87,000.00, according to ZipRecruiter salary data. Most workers in this role earn between $68,076.00 and $111,626.00 per year, depending on experience, location, and employer.

How does an asset management associate typically collaborate with other departments within a firm?

As an Asset Management Associate, you'll regularly work with teams such as research analysts, portfolio managers, and client relations specialists. Collaboration can involve analyzing investment opportunities, preparing client reports, and supporting the execution of portfolio strategies. You'll often coordinate with compliance and operations teams to ensure that transactions and reporting meet regulatory standards. These cross-functional interactions not only enhance your understanding of the business but also build relationships that are valuable for career progression within asset management.

What are the key skills and qualifications needed to thrive as an asset management associate, and why are they important?

To thrive as an Asset Management Associate, you need strong analytical abilities, financial modeling skills, and a solid understanding of investment principles, typically supported by a degree in finance, economics, or a related field. Familiarity with portfolio management software, Excel, Bloomberg Terminal, and often progress toward a CFA certification are highly valued. Attention to detail, effective communication, and strong organizational skills set top performers apart in this role. These skills enable accurate asset analysis, effective client communication, and optimal portfolio performance in a competitive financial environment.

What is the difference between Asset Management Associate vs Investment Analyst?

AspectAsset Management AssociateInvestment Analyst
Required CredentialsBachelor's degree, often CFA Level I or IIBachelor's degree, often CFA Level I or II
Work EnvironmentFinancial firms, asset management companiesInvestment banks, asset management firms
Employer & Industry UsageAsset management firms, mutual fundsHedge funds, investment banks
Common Search & ComparisonYesYes

The Asset Management Associate and Investment Analyst roles share similar educational backgrounds and work environments, often requiring CFA levels. While associates focus on supporting portfolio management and client reporting, investment analysts primarily conduct research and analyze investment opportunities. Both roles are integral to asset management firms, but their daily tasks and focus areas differ slightly, making them common points of comparison for job seekers in finance.

How to break into asset management?

Breaking into asset management typically requires a strong educational background in finance, economics, or related fields, along with relevant internships or entry-level roles to gain industry experience. Developing skills in financial analysis, valuation, and proficiency with tools like Excel and Bloomberg can improve prospects. Certifications such as the CFA can also enhance credibility and career advancement opportunities.

Is it hard to get a job in asset management?

Securing an asset management associate position can be competitive, often requiring a strong educational background in finance or related fields, relevant internships, and proficiency with financial analysis tools. Candidates with relevant certifications like the CFA and strong analytical skills tend to have better prospects, but the hiring process can be rigorous and may involve multiple interview stages.

What does an asset management associate do?

An asset management associate supports the management of investment portfolios by analyzing financial data, monitoring asset performance, and assisting with client reporting. They often use financial software and require strong analytical skills to help optimize investment strategies and ensure compliance with regulations.

What job categories do people searching Asset Management Associate jobs in Surrey, BC look for?

The top searched job categories for Asset Management Associate jobs in Surrey, BC are:

Asset Management Associate jobs near you
Infographic showing various Asset Management Associate job openings in Surrey, BC as of August 2026, with employment types broken down into 100% Full Time. Highlights an 100% In-person job distribution, with an average salary of $87,000 per year, or $41.8 per hour.

Associate Vice President, Advisor Sales, Global Asset Management

BMO Capital Markets

Vancouver, BC • On-site

CA$56K - CA$103K/yr

Full-time

Medical, Life, Retirement

Posted 16 days ago

Key responsibilities

  • Own and execute the sales strategy for an assigned MFDA sub-region with full accountability for growth and retention

  • Build and manage relationships with advisors and dealer branches through proactive outreach and client meetings

  • Lead outbound prospecting efforts, develop a sales pipeline, and collaborate with wholesalers and specialist teams to grow wallet share

Job description

Application Deadline:

09/19/2026

Address:

885 West Georgia Street

Job Family Group:

Asset Mgmt Sales & Service

The Associate Vice President Wholesaler operates as a near-peer to the broader wholesaling team, with ownership of a semi-autonomous MFDA sub-region. The role is designed to accelerate growth by extending BMO GAM's reach into high-potential advisor segments, while developing the next generation of full wholesalers.

Primary Responsibilities

Territory Ownership & Sales Execution

  • Own and execute the sales strategy for an assigned MFDA sub-region with full accountability for growth and retention

  • Deliver against net sales and AUM growth targets

  • Identify and convert new business opportunities

  • Develop and execute a territory business plan aligned with regional strategy

Client Relationship Management

  • Act as the primary point of contact for assigned advisors and dealer branches

  • Build relationships through proactive outreach

  • Understand advisor needs and connect them to appropriate BMO GAM resources

Prospecting & Business Development

  • Lead outbound prospecting to grow wallet share and activate new advisors

  • Build and manage a robust sales pipeline

  • Partner with wholesalers to align prospecting efforts

Collaboration & Team Integration

  • Partner with wholesalers to ensure coordinated coverage

  • Collaborate with specialist teams to deliver holistic solutions

  • Share market intelligence and advisor insights

Client Education & Engagement

  • Deliver product education and value positioning

  • Lead advisor meetings, presentations, and other forms of advisor outreach

Operational Excellence

  • Maintain accurate CRM records

  • Track progress against targets and adjust plans as needed

What Success Looks Like

  • Demonstrates ownership mindset over assigned region

  • Consistently delivers against sales targets

  • Builds strong advisor relationships

Qualifications & Experience

  • 2 - 3+ years in asset management or advisor-facing roles (previous internal sales representative experience considered a strong asset)

  • Strong prospecting and relationship-building skills

  • Understanding of MFDA channel

Development Pathway

  • This role serves as a pipeline into full Wholesaler roles based on performance and readiness.

Salary:

$56,000.00 - $103,500.00

Pay Type:

Salaried

The above represents BMO Financial Group's pay range and type.

Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group's expected target for the first year in this position.

BMO Financial Group's total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit:https://jobs.bmo.com/global/en/Total-Rewards

About Us

At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world.

As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one - for yourself and our customers. We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience, and broaden your skillset.

To find out more visit us at https://jobs.bmo.com/ca/en.

BMO is committed to an inclusive, equitable and accessible workplace. By learning from each other's differences, we gain strength through our people and our perspectives. Accommodations are available on request for candidates taking part in all aspects of the selection process. To request accommodation, please contact your recruiter.

Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.

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