As a Financial Services Associate in the Imperial Service 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 Imperial Service 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 Imperial Service 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 Imperial Service 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 ...
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 ...
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 ...
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 ...
District Sales Associate
Vancouver, BC ยท On-site
CA$67/hr
... financial advisors and their clients. At Mackenzie Investments You Can Build Your Career with ... Reporting to the Manager, District Sales Associates, the successful candidate's primary ...
District Sales Associate
Vancouver, BC ยท On-site
CA$67/hr
... financial advisors and their clients. At Mackenzie Investments You Can Build Your Career with ... Reporting to the Manager, District Sales Associates, the successful candidate's primary ...
Senior Financial Planner
Vancouver, BC ยท On-site
Builds strategic relationships with advisors with the goal of enhancing their knowledge and ... Occasional travel may be required. We encourage our associates at all levels to: * Grow ...
Senior Financial Planner
Vancouver, BC ยท On-site
Builds strategic relationships with advisors with the goal of enhancing their knowledge and ... Occasional travel may be required. We encourage our associates at all levels to: * Grow ...
Operations Associate (RJLU)
Vancouver, BC ยท On-site
CA$55K - CA$60K/yr
... Financial Advisors and Sales Associates who manage U.S.-resident client activities. This role will ... include assistance with respect to related Projects and Operations initiatives as assigned.
Operations Associate (RJLU)
Vancouver, BC ยท On-site
CA$55K - CA$60K/yr
... Financial Advisors and Sales Associates who manage U.S.-resident client activities. This role will ... include assistance with respect to related Projects and Operations initiatives as assigned.
New Business Associate, Life Insurance How does the role impact the organization? We are seeking a ... closely with financial advisors, insurance carriers, underwriting partners, and internal team ...
New Business Associate, Life Insurance How does the role impact the organization? We are seeking a ... closely with financial advisors, insurance carriers, underwriting partners, and internal team ...
Asset Mgmt Sales & Service The Associate Vice President Wholesaler operates as a near-peer to the ... BMO Financial Group's total compensation package will vary based on the pay type of the position ...
Asset Mgmt Sales & Service The Associate Vice President Wholesaler operates as a near-peer to the ... BMO Financial Group's total compensation package will vary based on the pay type of the position ...
Registered Plans Associate - 12 Month Contract
Vancouver, BC ยท On-site
CA$54K - CA$60K/yr
The work entails daily interaction with Financial Advisors, Sales Assistants, and members of our ... When associates bring their best authentic self, our organization, clients and communities thrive ...
Registered Plans Associate - 12 Month Contract
Vancouver, BC ยท On-site
CA$54K - CA$60K/yr
The work entails daily interaction with Financial Advisors, Sales Assistants, and members of our ... When associates bring their best authentic self, our organization, clients and communities thrive ...
As a Senior Financial Planning Associate, you will support an Advisor in Total Wealth Planning by preparing and delivering financial plans to clients. IS THIS ROLE RIGHT FOR YOU In the role you will:
As a Senior Financial Planning Associate, you will support an Advisor in Total Wealth Planning by preparing and delivering financial plans to clients. IS THIS ROLE RIGHT FOR YOU In the role you will:
... financial advisors, wealth management teams, or investment practices - as an administrative or executive assistant, wealth administrator, client service associate, practice manager, or operations ...
... financial advisors, wealth management teams, or investment practices - as an administrative or executive assistant, wealth administrator, client service associate, practice manager, or operations ...
Wealth Operations Specialist
Vancouver, BC ยท On-site
... financial advisors, wealth management teams, or investment practices -- as an administrative or executive assistant, wealth administrator, client service associate, practice manager, or operations ...
Quick apply
Wealth Operations Specialist
Vancouver, BC ยท On-site
... financial advisors, wealth management teams, or investment practices -- as an administrative or executive assistant, wealth administrator, client service associate, practice manager, or operations ...
Participates and supports the lead advisor(s) in preparation of annual business plans, execution and progress tracking aligned to growth objectives. * Prepares financial plans for clients to meet ...
New
Participates and supports the lead advisor(s) in preparation of annual business plans, execution and progress tracking aligned to growth objectives. * Prepares financial plans for clients to meet ...
New
Wealth Associate
Vancouver, BC ยท Hybrid
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 ...
Wealth Associate
Vancouver, BC ยท Hybrid
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 ...
Corporate and Securities Associate (4-6 Year Call)
Vancouver, BC ยท On-site
CA$170K - CA$210K/yr
Associates receive dedicated mentorship from senior lawyers and will be supported to build ... groups and financial advisors in public and private mergers & acquisitions, divestitures ...
Corporate and Securities Associate (4-6 Year Call)
Vancouver, BC ยท On-site
CA$170K - CA$210K/yr
Associates receive dedicated mentorship from senior lawyers and will be supported to build ... groups and financial advisors in public and private mergers & acquisitions, divestitures ...
Corporate and Securities Associate (4-6 Year Call)
Vancouver, BC ยท On-site
CA$170K - CA$210K/yr
Associates receive dedicated mentorship from senior lawyers and will be supported to build ... groups and financial advisors in public and private mergers & acquisitions, divestitures ...
Quick apply
Corporate and Securities Associate (4-6 Year Call)
Vancouver, BC ยท On-site
CA$170K - CA$210K/yr
Associates receive dedicated mentorship from senior lawyers and will be supported to build ... groups and financial advisors in public and private mergers & acquisitions, divestitures ...
Associate Trust Officer (Evergreen)
Vancouver, BC ยท On-site
CA$70K - CA$90K/yr
Associate Trust Officer (Future Opportunities) How does this role impact the organization? Working ... Build strategic relationships with COIs including lawyers, accountants, and financial advisors with ...
Associate Trust Officer (Evergreen)
Vancouver, BC ยท On-site
CA$70K - CA$90K/yr
Associate Trust Officer (Future Opportunities) How does this role impact the organization? Working ... Build strategic relationships with COIs including lawyers, accountants, and financial advisors with ...
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 ...
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 ...
Associate Financial Advisor information
See Surrey, BC salary details
$30K - $38K
4% of jobs
$38K - $46.1K
10% of jobs
$50.6K is the 25th percentile. Wages below this are outliers.
$46.1K - $54.1K
19% of jobs
The median wage is $61.8K / yr.
$54.1K - $62.1K
17% of jobs
$62.1K - $70.1K
15% of jobs
$74.8K is the 75th percentile. Wages above this are outliers.
$70.1K - $78.1K
16% of jobs
$78.1K - $86.1K
8% of jobs
$86.1K - $94.1K
6% of jobs
$94.1K - $102.1K
1% of jobs
$102.1K - $110.1K
2% of jobs
$110.1K - $118.1K
1% of jobs
$30K
$67.2K
$118.1K
How much do associate financial advisor jobs pay per year?
What does an associate financial advisor do?
What are some typical challenges an associate financial advisor may face when building their client base?
What are the key skills and qualifications needed to thrive as an associate financial advisor, and why are they important?
What is the difference between Associate Financial Advisor vs Financial Advisor?
| Aspect | Associate Financial Advisor | Financial Advisor |
|---|---|---|
| Certifications | Series 7, Series 66, CFP (preferred) | Series 7, Series 66, CFP (required) |
| Work Environment | Support role, assisting senior advisors, client meetings | Client-facing, responsible for managing client portfolios |
| Responsibilities | Research, preparing reports, supporting client service | Developing 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:

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 StreetEmployment Type
RegularWeekly Hours
37.5Skills
Analytical Thinking, Business Growth, Client Issue Resolution, Client Service, Customer Experience (CX), Financial Products, Post-Sales Support, Product Knowledge