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

Ci

Licensed Associate Advisor

Vancouver, BC

  • PTO

We are seeking a diligent and detail-oriented Licensed Associate to join our CI Assante team. The ... CI Financial is an independent company offering global wealth management and asset management ...

New

JLL

RME Planner

Pitt Meadows, BC · On-site

The RME Planner will work with network the Enterprise Asset Management (EAM) team as well as the Reliability Manager to maximize material handling equipment uptime for Operations associates. This ...

JLL

RME Planner

Burnaby, BC

The RME Planner will work with network the Enterprise Asset Management (EAM) team as well as the Reliability Manager to maximize material handling equipment uptime for Operations associates. This ...

Envol

Finance & Corporate Services Manager

Vancouver, BC · On-site

CA$130/hr

  • Medical

  • Dental

... Associate Director and management team, you will provide strategic advice, manage risk, and ensure ... Contract & Asset Management: You oversee corporate contracts and manage organizational assets and ...

Z1 Tech

Quantitative Trade

Vancouver, BC · On-site

Proven experience in research within the financial services industry, particularly in investment banking or asset management * Strong background in finance, with a focus on investment strategies ...

Charton Hobbs Group

Marketing Associate

Burnaby, BC · On-site

Marketing Associate - British Columbia Reports to: Marketing Director, BC Location: Burnaby, BC ... , or business intelligence systems such as XRM, Power BI, or similar platforms is an asset

Charton Hobbs Group

Marketing Associate

Burnaby, BC · On-site

Marketing Associate British Columbia Reports to: Marketing Director, BC Location: Burnaby, BC ... , or business intelligence systems such as XRM, Power BI, or similar platforms is an asset

Charton Hobbs Group

Marketing Associate

Burnaby, BC · On-site

Marketing Associate - British Columbia Reports to: Marketing Director, BC Location: Burnaby, BC ... , or business intelligence systems such as XRM, Power BI, or similar platforms is an asset

Royal Bank of Canada

Associate Wealth Management

Surrey, BC · On-site

CA$40K - CA$45K/yr

... management firm as an Associate. By providing ongoing, exceptional service and support to our ... Experience in the securities industry is an asset What's in it for you? We thrive on the challenge ...

Silver Hills Bakery

Sales Associate

Abbotsford, BC · On-site

CA$18.25/hr

Retail Manager We are seeking a friendly and motivated Sales Associate to join the Silver Hills ... Previous retail or food service experience is an asset. * Proficiency in English. Benefits

Silver Hills Bakery

Sales Associate

Abbotsford, BC · On-site

CA$18.25/hr

Retail Manager We are seeking a friendly and motivated Sales Associate to join the Silver Hills ... Previous retail or food service experience is an asset. * Proficiency in English. Benefits

The Consumer Goods Forum

Investment Associate

Vancouver, BC · On-site

CA$70K - CA$90K/yr

As a key member of the Pinkowski Wealth Management team, the Investment Associate will support the ... Experienced in a trading or portfolio management capacity an asset; * Technical analysis skills an ...

Acera Insurance

Associate, Personal Insurance

Surrey, BC

CA$45K - CA$60K/yr

ASSOCIATE, PERSONAL INSURANCE The successful candidate will provide administrative support for our ... assets under management, our team provides individuals, families and businesses unbiased insurance ...

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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 Aug 13, 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.

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 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 tools like Excel and financial software, and may need relevant certifications such as the CFA to perform their duties effectively.

How to start a career in asset management?

To start a career as an Asset Management Associate, candidates typically need a bachelor's degree in finance, economics, or a related field. Gaining relevant experience through internships, developing strong analytical and communication skills, and obtaining certifications like the CFA can improve job prospects. Entry-level roles often require familiarity with financial modeling, portfolio management tools, and industry regulations.

Is asset management a prestigious career?

Asset management is considered a reputable and competitive field within finance, often associated with high earning potential and professional recognition. It requires strong analytical skills, industry knowledge, and certifications such as the CFA, contributing to its prestige among finance careers.

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 who demonstrate analytical skills, industry knowledge, and professional certifications like the CFA may have better chances of success.

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 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 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.

Licensed Associate Advisor

Ci

Vancouver, BC

Full-time

PTO

Posted yesterday

New

Job description

At CI, we see a great place to work as one that is a safe place for everyone to have a voice, where people are empowered to take ownership over meaningful work, where there is an opportunity to grow through stretching themselves, where they can work on innovative products and projects, and where employees are supported and engaged in doing so.

We are seeking a diligent and detail-oriented Licensed Associate to join our CI Assante team. The ideal candidate will assist in managing client portfolios, developing financial strategies, and providing exceptional support to our Wealth Advisor. This role requires a strong understanding of financial planning, investment management, and current economic trends.

Key Responsibilities:

  • Assist in the development and implementation of financial plans and strategies.
  • Analyze financial data to determine the best investment strategies for clients.
  • Maintain regular contact with clients to understand their financial needs and goals.
  • Monitor financial market trends to ensure that plans are effective and identify any necessary updates or adjustments.
  • Prepare reports on client accounts and create presentations for client meetings.
  • Collaborate with wealth managers and other financial professionals to ensure clients receive comprehensive financial advice.
  • Handle administrative duties such as managing client information, processing paperwork, and coordinating with different departments.
  • Ensure compliance with financial regulations and adhere to company policies and procedures.
  • Participate in continuing education and training programs to stay current with industry standards and trends.
  • Provide administrative support as needed.

Qualifications:

  • Post Secondary education in related field.
  • Relevant financial licenses (CSC, CPH, CIM, CFP).
  • Proven experience in wealth management or a related field.
  • Strong analytical and problem-solving skills.
  • Excellent communication and interpersonal skills.
  • Ability to manage multiple work flows simultaneously.
  • Proficiency in financial software and Microsoft Office Suite.
  • High level of integrity and professionalism.

CI Financial is an independent company offering global wealth management and asset management advisory services through diverse financial services firms. Since 1965, we have consistently anticipated and responded to the changing needs of investors. We are driven by a commitment to provide individuals and institutions with the highest-quality investments and advice. Our commitment to the highest levels of performance means that whatever their position, CI employees must be comfortable in a fast-paced environment that will stretch them to tap into their highest potential. Employees with a healthy dose of ambition, a desire to commit to a curious mindset for continuous learning, and a willingness to go the extra mile thrive at CI.

A Supportive Environment for Success

We offer an in-office environment, competitive benefits, and a supportive workplace to help our employees thrive both personally and professionally.

WHAT WE OFFER

  • Modern HQ location within walking distance from Union Station
  • Training Reimbursement
  • Paid Professional Designations
  • Employee Savings Plan (ESP)
  • Corporate Discount Program
  • Enhanced group benefits
  • Parental Leave Top-up program
  • Paid time off for Volunteering

We are focused on building a diverse and inclusive workforce. If you are excited about this role and are not confident you meet all the qualification requirements, we encourage you to apply to investigate the opportunity further.

Please submit your resume in confidence by clicking "Apply". Only qualified candidates selected for an interview will be contacted. CI Financial Corp. and all of our affiliates ("CI") are committed to fair and accessible employment practices and provide reasonable accommodations for persons with disabilities. If you require accommodations in order to apply for any job opportunities, require this posting in an additional format, or require accommodation at any stage of the recruitment process please contact us ataccessible.recruitment@ci.com, or call 416-364-1145 ext. 4747.

Apply