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Finance Associate Jobs in Vernon, BC (NOW HIRING)

CIBC

Associate Financial Advisor

Westbank, 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 ...

Walmart

(CAN) Asset Protection Associate

Westbank, BC · On-site

CA$20/hr

The Asset Protection Associate plays a key role in creating and maintaining a safe, secure, and ... Investigations and Case Support Investigates incidents of financial and physical shrink and ...

Raymond James Ltd.

Financial Advisor Assistant

Kelowna, BC · On-site

CA$45K - CA$55K/yr

Financial Advisor Assistant How does the role impact the organization? Drawing on at least 1-2 ... We encourage our associates at all levels to: * Grow professionally and inspire others to do the ...

Td

Business Banking Associate

Kelowna, BC · On-site

CA$69K - CA$98K/yr

TD Commercial Banking provides financial solutions to North American businesses. Our broad range of products and services allows us to meet the needs of our clients in every sector, providing ...

Savers/Value Village

Retail Store Associate

Kelowna, BC

CA$17.85 - CA$23.52/hr

Retail Store Associate Pay Range: $17.85- $23.52 Who we are: As one of the largest for-profit ... a secure financial future * Paid time off from work for leisure or other hobbies * A range of ...

Smith + Andersen

Associate

Kelowna, BC · On-site

CA$110K - CA$140K/yr

Associate - Electrical Location: Kelowna, BC Salary Range: $110,000 - $140,000 Who We Are Smith ... Responds to both technical and financial queries related to the project. * Oversees non-technical ...

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All JobsFinance Associate JobsFinance Associate Jobs in Vernon, BC

Finance Associate information

See Vernon, BC salary details

$27K

$58.4K

$94.3K

How much do finance associate jobs pay per year?

As of Aug 25, 2026, the average yearly pay for finance associate in Vernon, BC is $58,423.00, according to ZipRecruiter salary data. Most workers in this role earn between $41,806.00 and $65,768.00 per year, depending on experience, location, and employer.

What is a finance associate?

A finance associate provides support to a financial manager regarding financial statements and other legal documentation for a company. As a finance associate, your primary duties are to help managers in planning investments, creating budgets, assessing company payments, and making suggestions on how to increase profitability. Qualifications for this career include a bachelor’s degree in finance, accounting, or economics, job experience in the banking or accounting industry, organizational skills, and the ability to create and manage complex financial documents and spreadsheets.

What are the key skills and qualifications needed to thrive as a finance associate, and why are they important?

To thrive as a Finance Associate, you need a strong grasp of financial analysis, accounting principles, and a relevant degree such as finance, accounting, or economics. Proficiency in Microsoft Excel, financial modeling software, and familiarity with ERP systems like SAP or Oracle are typically expected. Attention to detail, analytical thinking, and effective communication are standout soft skills for this role. These competencies ensure accurate financial reporting, insightful analysis, and smooth collaboration within finance teams and with other departments.

What are some common challenges finance associates face when managing multiple deadlines and reporting requirements?

Finance Associates often juggle several tasks with tight deadlines, such as preparing financial reports, processing invoices, and supporting month-end or quarter-end closing activities. Balancing these responsibilities can be challenging, especially during peak reporting periods. Effective time management, strong organizational skills, and clear communication with team members and other departments are essential to meet expectations and ensure accuracy. Many organizations provide structured workflows and support from senior finance staff to help associates manage these demands.

What do you do as a finance associate?

A finance associate supports financial operations by preparing reports, analyzing data, and assisting with budgeting and forecasting. They often use tools like Excel and accounting software and may review financial documents to ensure accuracy. The role typically requires strong analytical skills and attention to detail.

What is the best entry-level finance associate job?

An entry-level finance associate role typically involves supporting financial analysis, preparing reports, and assisting with budgeting and forecasting. Candidates often need a bachelor's degree in finance, accounting, or a related field, along with strong Excel skills and attention to detail.
More about Finance Associate jobs

What are the most commonly searched types of Finance jobs in Vernon, BC?

The most popular types of Finance jobs in Vernon, BC are:

What cities near Vernon, BC are hiring for Finance Associate jobs?

Cities near Vernon, BC with the most Finance Associate job openings:

Finance Associate jobs near you
Infographic showing various Finance Associate job openings in Vernon, BC as of June 2026, with employment types broken down into 1% As Needed, 65% Full Time, 32% Part Time, 1% Temporary, and 1% Contract. Highlights an 83% Physical, 6% Hybrid, and 11% Remote job distribution, with an average salary of $58,423 per year, or $28.1 per hour.

Associate Financial Advisor

CIBC

Westbank, BC • On-site

Full-time

Retirement

This job post has expired 1 day ago. Applications are no longer accepted.

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 work in a fast-paced Banking Centre where you'll make a meaningful difference in our clients' lives. 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 their financial goals. You'll manage, either individually or as part of a team, a portfolio of mortgage clients where the focus is on deepening the client relationship. 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 - Meet with clients to understand their personal and business priorities, advise them on solutions, and provide a forward-looking financial plan. Ensure clients' investment, financial and credit related needs are met by providing a comprehensive retail banking offer or by making a formal introduction to the appropriate Imperial Service and Business Banking colleagues.

  • Relationship building - Engage in marketing and outreach activities to show clients you value them and their communities. Grow your network, deepen existing relationships, and work as one team to ensure clients are connected to the right people and opportunities.

  • Business development - Create relationships by networking with clients' families and friends to uncover opportunities and refer to appropriate partners. Call both existing and potential clients to identify opportunities for future growth and revenue. Engage in community and banking centre events such as business development events, client acknowledgement programs and client appreciation day to create and enhance CIBC presence and gain market share.

  • Leveraging technology - Become a technology expert. Share your knowledge by introducing clients to our mobile banking applications, helping them to better manage their banking needs.

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're goal oriented. You're motivated by accomplishing your goals and delivering your best to make a difference.

  • You know that details matter. You notice things that others don't. Your critical thinking skills help to inform your decision making.

  • 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 love to learn. You're passionate about growing your knowledge. You have a strong sense of curiosity.

  • You can demonstrate 2 - 3 years experience in providing financial advice to clients and achieving sales results through advice-based conversations.

  • You're a certified professional. You have current accreditation and good standing inMutual Funds License (Canadian Securities Course or Investment Funds in Canada) and must meet eligibility requirements for CIRO-MFD licensing. It's an asset if you have current accreditation and good standing in CFSA (Certificate of Financial Services Advice).

  • Values matter to you. You bring your real self to work and you live our values - trust, teamwork, and accountability.

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

Westbank-2121 Louie Drive

Employment Type

Regular

Weekly Hours

37.5

Skills

Client Service, Customer Experience (CX), Digital Literacy, Financial Products, Goal Planning, Group Problem Solving, Outbound Calls, Regulatory Requirements, Results-Oriented

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