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Associate Financial Advisor Jobs in Surrey, BC (NOW HIRING)

CIBC US

Associate Financial Advisor

Vancouver, BC · On-site

As an Associate Financial Advisor, you'll form a deep understanding of your personal and small business clients' needs as you recommend simple, personalized solutions that will help them achieve ...

CIBC

Associate Financial Advisor

Vancouver, BC · On-site

As an Associate Financial Advisor, you'll form a deep understanding of your personal and small business clients' needs as you recommend simple, personalized solutions that will help them achieve ...

CIBC US

Associate Financial Advisor

Vancouver, BC · On-site

As an Associate Financial Advisor, you'll form a deep understanding of your personal and small business clients' needs as you recommend simple, personalized solutions that will help them achieve ...

CIBC

Associate Financial Advisor

Vancouver, BC · On-site

As an Associate Financial Advisor, you'll form a deep understanding of your personal and small business clients' needs as you recommend simple, personalized solutions that will help them achieve ...

Royal Bank of Canada

Associate Advisor

Vancouver, BC · On-site

CA$40K - CA$60K/yr

... financial goals. The RBC Dominion Securities branch located in downtown Vancouver is seeking an ... Associate Advisor to join a successful Advisory Team. You will deepen client relationships by ...

Royal Bank of Canada

Associate Advisor

Vancouver, BC · On-site

CA$38K - CA$60K/yr

... financial institution. We take pride in hiring and nurturing talented individuals who share our ... As an Associate Advisor, you will work with an Investment Advisor team and be responsible for ...

Ci

Licensed Associate Advisor

Vancouver, BC · On-site

We are seeking a diligent and detail-oriented Licensed Associate to join our CI Assante team. The ... Monitor financial market trends to ensure that plans are effective and identify any necessary ...

CIBC

Associate Fianacial Advisor

Vancouver, BC · On-site

As an Associate Financial Advisor, you'll form a deep understanding of your personal and small business clients' needs as you recommend simple, personalized solutions that will help them achieve ...

New

Royal Bank of Canada

Associate Advisor

Vancouver, BC · On-site

CA$60K - CA$85K/yr

We are proud of our collaborative, supportive culture that enables success at every level and equips us to help our clients achieve their financial goals. What is the opportunity? The RBC Dominion ...

Ci

Financial Planner

Vancouver, BC · On-site

... associates, and work with our central Wealth Planning Group, where the reports are prepared in Conquest. The Financial Planner then presents each report to the client and advisor, along with the ...

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All JobsAssociate Financial Advisor JobsAssociate Financial Advisor Jobs in Surrey, BC

Associate Financial Advisor information

See Surrey, BC salary details

$30K

$67.2K

$118.1K

How much do associate financial advisor jobs pay per year?

As of Sep 4, 2026, the average yearly pay for associate financial advisor in Surrey, BC is $67,152.00, according to ZipRecruiter salary data. Most workers in this role earn between $50,056.00 and $77,087.00 per year, depending on experience, location, and employer.

What does an associate financial advisor do?

An Associate Financial Advisor supports senior financial advisors in providing investment and financial planning services to clients. Their responsibilities often include conducting research, preparing financial plans, assisting with client meetings, and managing client accounts. They may also help with administrative tasks and ensure compliance with financial regulations. This role is typically an entry-level position designed to help individuals gain experience and work toward becoming a full-fledged financial advisor.

What are some typical challenges an associate financial advisor may face when building their client base?

As an Associate Financial Advisor, one common challenge is establishing trust with potential clients, especially when you are early in your career and may not have an extensive track record. Prospecting and networking can require persistence, as building relationships and demonstrating value takes time. Additionally, navigating compliance requirements and staying updated on financial regulations can be demanding, but these are crucial for providing sound advice. Successful advisors often overcome these challenges by seeking mentorship, leveraging firm resources, and continuously improving their communication and technical skills.

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

To thrive as an Associate Financial Advisor, you need a solid understanding of finance, investment strategies, and regulatory requirements, typically supported by a relevant degree and FINRA licenses such as Series 7 and 66. Familiarity with financial planning software, client relationship management (CRM) systems, and portfolio analysis tools is essential. Strong interpersonal skills, active listening, and ethical judgment help build client trust and foster long-term relationships. These competencies are crucial for providing sound financial advice, ensuring compliance, and supporting clients in achieving their financial goals.

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

AspectAssociate Financial AdvisorFinancial Advisor
CertificationsSeries 7, Series 66, CFP (preferred)Series 7, Series 66, CFP (required)
Work EnvironmentSupport role, assisting senior advisors, client meetingsClient-facing, responsible for managing client portfolios
ResponsibilitiesResearch, preparing reports, supporting client serviceDeveloping financial plans, advising clients, making investment decisions

The main difference is that Associate Financial Advisors typically support senior advisors and focus on research and client support, while Financial Advisors directly manage client portfolios and provide comprehensive financial planning. Both roles often require similar certifications, but the level of client interaction and responsibility varies.

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

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

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

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

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

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

Associate Financial Advisor jobs near you
Infographic showing various Associate Financial Advisor job openings in Surrey, BC as of August 2026, with employment types broken down into 79% Full Time, 19% Part Time, and 2% Contract. Highlights an 86% Physical, 3% Hybrid, and 11% Remote job distribution, with an average salary of $67,152 per year, or $32.3 per hour.

Associate Financial Advisor/Financial Advisor

Raymond James Ltd.

Vancouver, BC • On-site

CA$85K/yr

Full-time

Re-posted 13 days ago

Raymond James rating

7.2

Company rating: 7.2 out of 10

Based on 72 frontline employees who took The Breakroom Quiz

129th of 154 rated financial services

Job description

Sophia Financial Group (sophiafinancial.ca) is an independent agency of Raymond James Ltd. We are seeking an Associate/ Financial Advisor to work in our west side Vancouver office. Our full-service approach focuses on financial planning, superior investment management, education and community outreach.

Our distinct and inclusive culture is built on a shared commitment to inclusion, gender equality and social impact. Pro bono service, values-based investing and a professional standard of excellence are an integral part of our business platform.

This position requires an ambitious, good-hearted and values-driven investment professional.  You are a lifelong learner. The successful candidate will have a meticulous attention to detail, possess a positive attitude, and have superior interpersonal skills.  
Responsibilities:
    Lead client meetings, present investment ideas, manage portfolio reviews and encourage disciplined investor behavior
    Assist in research, analysis, asset mix decisions, and investment selection  
    Prepare investment policy statements, proposals & client review presentations 
    Provide exemplary quality client service, including phone, email, written & in-person communication
    Maintain high standards of integrity, objectivity, and expertise  
    Help maintain and grow a profitable business with the lead advisor

Qualifications: 
You must have superior relationship skills, a keen attention to detail and a strong analytical mind. You really enjoy people. You are even-keeled and able to convey calm and wisdom in the face of market volatility and client anxiety.
You should possess the following:
    At least 5 years' financial services industry experience 
    Be entrepreneurial and self-motivated. There is succession potential for this role 
    Be fully licensed with an advanced finance qualification such as CFP, CIM, CFA, or CPA; or be willing to work towards it
    Be able to work in the office
    Have stellar communication skills 
    You must demonstrate maturity and poise in all interactions


Salary Range: Based on education, work experience starting at $85,000 in addition to competitive performance bonuses/incentives. 
If you are interested in joining our team, please submit a cover letter and resume to:

Tracy.Theemes@RaymondJames.ca

We thank all candidates for their interest and advise that only those under consideration will be contacted.

Raymond James Ltd. recognizes the value of a diverse workforce and appreciates the unique skills and special contribution of each employee.  We are committed to accessibility for candidates through all stages of the recruitment process.  Should you require accommodation, please contact us using the above details and we will be happy to help.

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