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

As a Financial Services Associate in the Business Banking Team, you'll provide administrative and ... Partner with your Financial Advisor to help clients meet their financial goals. * Problem solving ...

As a Financial Services Associate in the Business Banking Team, you'll provide administrative and ... Partner with your Financial Advisor to help clients meet their financial goals. * Problem solving ...

Associate Advisor

Burnaby, BC ยท On-site

CA$60K - CA$70K/yr

This role focuses on providing customized financial solutions to clients with an emphasis on individual insurance and investment products. The Associate Advisor will: * Advise and sell products such ...

What We Do The Wealth Associate is responsible for advisor support, client on-boarding, sales ... Strong financial planning experience and Salesforce experience/familiarity with Portfolio ...

Senior Associate

Vancouver, BC ยท On-site

CA$40K - CA$50K/yr

... their financial goals. The RBC Dominion Securities branch located in Vancouver Royal Centre is ... By providing ongoing, exceptional service and support to our clients and our Advisor team, you will ...

Showing results 21-40

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:

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.

Financial Services Associate (Mandarin)

CIBC US

Vancouver, BC โ€ข On-site

Full-time

Retirement

Posted 16 days ago


Job description

We're building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what's right for our clients.

At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are and what they contribute.

To learn more about CIBC, please visit CIBC.com

What you'll be doing

As a member of the Personal and Business Banking Team, you'll partner with Financial Advisors tohelp high value clients secure their futures and set up their businesses. As a Financial Services Associate in the Imperial Service Team, you'll provide administrative and client support to seek business growth opportunities.You'll create strong working relationships while making a difference in your clients' financial success. You're flexible to work our banking centre hours which may include evenings and weekends. To help deliver a great client experience, you're flexible to work at multiple banking centres within a reasonable travel distance.

At CIBC we enable the work environment most optimal for you to thrive in your role. To successfully perform the work, you'll be on-site full-time.

How you'll succeed

  • Client engagement - Leverage your knowledge of cash management, credit, investment and wealth protection to answer questions and provide information to clients. Partner with your Financial Advisor to help clients meet their financial goals.
  • Problem solving - Listen, ask questions, and put yourself in the client's shoes. Act like an owner by taking accountability for client issues, and know when to lean on others to find solutions.
  • Organizational skills - Prepare client files, booking appointments, and maintaining schedules. Help team success by improving team productivity and proactively uncovering business opportunities.

Who you are

  • You put our clients first. You engage with purpose to find the right solutions. You go the extra mile, because it's the right thing to do.
  • You engage with your heart and mind. You care about people and respect different perspectives. You listen to and learn from the experiences of others.
  • You're passionate about people. You find meaning in relationships, and surround yourself with a diverse network of partners. You connect with others through respect and authenticity.
  • You're motivated by collective success. You know that teamwork can transform a good idea into a great one. You know that an inclusive team that enjoys working together can bring a vision to life.
  • You love to learn. You're passionate about growing your knowledge. You have a strong sense of curiosity.
  • Values matter to you. You bring your real self to work and you live our values - trust, teamwork, and accountability.
  • Asian language skills considered a very strong asset.

What CIBC Offers

At CIBC, your goals are a priority. We start with your strengths and ambitions as an employee and strive to create opportunities to tap into your potential. We aspire to give you a career, rather than just a paycheck.

  • We work to recognize you in meaningful, personalized ways including a competitive salary, incentive pay, banking benefits, a benefits program*, defined benefit pension plan*, an employee share purchase plan, a vacation offering, wellbeing support, and MomentMakers, our social, points-based recognition program.

  • Our spaces and technological toolkit will make it simple to bring together great minds to create innovative solutions that make a difference for our clients.

  • We cultivate a culture where you can express your ambition through initiatives like Purpose Day; a paid day off dedicated for you to use to invest in your growth and development.

*Subject to plan and program terms and conditions

What you need to know

  • CIBC is committed to creating an inclusive environment where all team members and clients feel like they belong. We seek applicants with a wide range of abilities and we provide an accessible candidate experience. If you need accommodation, please contact Mailbox.careers-carrieres@cibc.com

  • CIBC is committed to clarity in our hiring process. All roles posted are opportunities we're actively recruiting for, unless stated otherwise.

  • You need to be legally eligible to work at the location(s) specified above and, where applicable, must have a valid work or study permit.

  • We may ask you to complete an attribute-based assessment and other skills test (such as simulation, coding, French proficiency).

  • We use artificial intelligence tools during the recruitment process. Our goal for the application process is to get to know more about you, all that you have to offer, and give you the opportunity to learn more about us.

Job Location

Vancouver-5636 Cambie Street

Employment Type

Regular

Weekly Hours

37.5

Skills

Analytical Thinking, Business Growth, Client Issue Resolution, Client Service, Customer Experience (CX), Financial Products, Post-Sales Support, Product Knowledge