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Associate Advisor Jobs in Surrey, BC (NOW HIRING)

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Associate Advisor information

What is an associate advisor?

An Associate Advisor is an entry- to mid-level professional who assists senior financial advisors or planners in providing financial advice and services to clients. Their responsibilities often include preparing financial plans, conducting research, gathering client information, and supporting client meetings. Associate Advisors typically work toward building their own client base while gaining experience and professional certifications. This role is a common stepping stone to becoming a lead financial advisor or planner.

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

To thrive as an Associate Advisor, you need a solid understanding of financial planning, investment principles, and regulatory compliance, typically supported by a relevant degree and licenses such as Series 7 or 66. Familiarity with financial planning software, CRM systems, and portfolio management tools is essential. Strong interpersonal skills, active listening, and attention to detail help build trust with clients and support collaborative team environments. These skills and qualities are vital for delivering sound financial advice, ensuring compliance, and fostering lasting client relationships.

What are some common challenges associate advisors face when transitioning into client-facing responsibilities?

Associate Advisors often encounter challenges when moving into more client-facing roles, such as building trust with clients, navigating complex financial questions, and balancing administrative tasks with relationship management. Gaining confidence in presenting financial strategies and effectively communicating with diverse client personalities can take time. Many firms provide mentorship and ongoing training to help Associate Advisors develop these skills, and successful candidates proactively seek feedback and learning opportunities from senior advisors.

What is the difference between Associate Advisor vs Financial Advisor?

AspectAssociate AdvisorFinancial Advisor
Required CredentialsTypically a bachelor's degree; may need licenses like Series 7 or 66Same as Associate Advisor, often with additional certifications like CFP
Work EnvironmentSupport role within financial firms, assisting senior advisorsClient-facing role providing personalized financial planning
Employer & Industry UsageUsed in financial services firms, banks, and advisory firmsUsed across similar firms, often with more client responsibility
Search & Comparison IntentCommonly compared for entry-level roles or career progressionViewed as a more senior or independent role

In summary, an Associate Advisor typically supports senior financial advisors and has similar credentials, but with less client responsibility. A Financial Advisor usually manages client relationships directly and offers comprehensive financial planning. Both roles are essential in the financial industry, with the Associate Advisor often serving as a stepping stone to becoming a Financial Advisor.

What are the most commonly searched types of Advisor jobs in Surrey, BC?

The most popular types of Advisor jobs in Surrey, BC are:

What are popular job titles related to Associate Advisor jobs in Surrey, BC?

For Associate Advisor jobs in Surrey, BC, the most frequently searched job titles are:

What cities near Surrey, BC are hiring for Associate Advisor jobs?

Cities near Surrey, BC with the most Associate Advisor job openings:

Associate Advisor jobs near you
Infographic showing various Associate Advisor job openings in Surrey, BC as of August 2026, with employment types broken down into 1% As Needed, 67% Full Time, 30% Part Time, 1% Temporary, and 1% Contract. Highlights an 96% Physical, 1% Hybrid, and 3% Remote job distribution.

Parts Advisor- OpenRoad Honda Burnaby

OpenRoad Auto Group

Burnaby, BC • On-site

CA$55K/yr

Other

Medical, Dental

Re-posted 9 days ago

Key responsibilities

  • Provide excellent customer service and interact with guests and wholesale customers.

  • Be familiar with the process of ordering, arranging parts, and setting up delivery as required.

  • Maintain parts inventory levels, record systemized storage, and issue parts based on requisitions.

Job description

DRIVING POSSIBILITIES


Position: Parts Advisor
Status: Full-time 


Dealership: OpenRoad Honda Burnaby
Department: Parts

Compensation: $55,000 annually


We are proud of our forward-thinking culture developed over 40 years of continuous improvement initiatives. OpenRoad is one of the largest and fastest growing automotive retail groups in the country (representing 23 brands across 44 locations) with a shared vision to become the national automotive leader in customer experience. As one of “Canada’s Best Employers” and “Best Managed Companies”, we are looking for team players who are excited to continually learn, work hard, and take ownership of their role.

Our size doesn't define us, our people do. No one is just a number here, everyone matters, and our culture is the foundation of our success.

If you love the idea of joining an organization with unlimited possibilities to accelerate your career, then apply to OpenRoad and grow with us today!


A Career at OpenRoad Means You’ll Enjoy:

    • Opportunity to work with a variety of OEM Brands including Acura, Audi, BMW, Buick, Cadillac, Chevrolet, Chrysler, Dodge, GMC, Honda, Jaguar, Jeep, Land Rover, Lexus, Mazda, Mercedes-Benz, MINI, Porsche, Ram, Rolls-Royce, Subaru, Toyota, Volkswagen
    • Exclusive perks and benefits, including a Discounted Vehicle Purchasing Program, RRSP matching, and referral bonuses
    • Comprehensive extended health and dental plan (applicable for full-time positions only)
    • Strong focus on training, development, and internal promotion opportunities
    • Be part of collaborative, friendly, and progressive work culture with an emphasis on transparency, innovation, relationship, and empowerment
    • Be part of a culture that celebrates you through employee recognition programs and engagement events


ROLE & RESPONSIBILITIES:

    • Provide excellent customer service, and interact with guests and wholesale customers.
    • Be familiar with the process of ordering and arranging parts, and setting up delivery as required.
    • Maintain minimum levels of parts and supplies through data processing records and visual inspection, initiate purchase requests as appropriate to maintain minimum parts inventory.
    • Look up stock numbers and prices in the system.
    • Advise customers on the substitution or modification of parts when exact replacement is not available, and answer any questions or concerns.
    • Maintain systemized storage facilities ensuring proper security for parts and tools.
    • Maintain a comprehensive record system on parts, tools, issuing accounts, and analysis records for quality control and warranty.
    • Take periodic parts room inventory and establish minimum supply levels on the basis of operational needs. Advise supervisor of obsolete parts for turn-in.
    • Issue parts on the basis of requisitions submitted by Technicians.
    • Work to improve CSI and general customer satisfaction in accordance with the OpenRoad’s philosophy.
    • Maintain parts and parts room in a clean and orderly manner.
    • Must follow company safety policies and practices, and immediately, report any and all accidents to a Manager/Supervisor.
    • This position will be expected to perform other duties as assigned by management.
    • OpenRoad reserves the right to modify this job description as business needs require.

     KNOWLEDGE, SKILLS, AND ABILITIES REQUIRED:

    • Excellent customer service skills.
    • Working knowledge of automotive equipment, parts and accessories, and the ability to operate assigned equipment safely.
    • Current knowledge of local sources of supply.
    • Knowledge of techniques for receiving, storing, and issuing parts and supplies.
    • Ability to maintain records and prepare reports using a computerized equipment maintenance system.
    • Ability to work cooperatively with all levels of the organization.
    • Ability to communicate with others and to assimilate and understand information, in a manner consistent with the essential job functions.
    • Ability to make sound decisions in a manner consistent with the essential job functions.
    • Valid British Columbia driver’s license.


    Internal Candidates:
    To be considered, please complete and submit the Internal Endorsement Form available on SharePoint. Please ensure all required information is provided, as incomplete submissions may delay the application process. [Link]


    We are an equal opportunity employer that values diversity, inclusion, and respect in the workplace. We are committed to creating opportunities for our associates to learn, advance their careers, and reach their full potential.


    Grow Your Career at OpenRoad!

    We thank all applicants for their interest; however, only those selected for an interview will be contacted.