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Financial Associate Jobs in Surrey, BC (NOW HIRING)

Raymond James Ltd.

Financial Accountant

Vancouver, BC · On-site

CA$60K - CA$75K/yr

Financial Accountant How does the role impact the organization? Raymond James Ltd. is seeking a ... Proven ability to display leadership within small We encourage our associates at all levels to:

Ubc

Senior Financial Analyst

Vancouver, BC · On-site

CA$7.7K - CA$11K/mo

Organizational Status The Senior Financial Analyst reports to the Associate Director, Student Financial Management and takes direction on Human Resources (HR) matters from the HR Business Partner.

Ci

Financial Planner

Vancouver, BC

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

Ci

Licensed Associate Advisor

Vancouver, BC

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 ...

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Showing results 21-40

All JobsFinancial Associate JobsFinancial Associate Jobs in Surrey, BC

Financial Associate information

See Surrey, BC salary details

$17.5K

$53.1K

$89.1K

How much do financial associate jobs pay per year?

As of Sep 6, 2026, the average yearly pay for financial associate in Surrey, BC is $53,144.00, according to ZipRecruiter salary data. Most workers in this role earn between $42,548.00 and $62,570.00 per year, depending on experience, location, and employer.

What are the key skills and qualifications needed to thrive as a financial associate?

To thrive as a Financial Associate, you need strong analytical skills, attention to detail, and a foundational understanding of finance or accounting, often backed by a relevant degree. Familiarity with financial modeling tools, spreadsheets, and enterprise resource planning (ERP) systems such as SAP or Oracle is typically required, and certifications like CFA or CPA are advantageous. Excellent communication, problem-solving abilities, and teamwork are soft skills that help you excel in this role. These skills are crucial for ensuring accurate financial analysis, effective reporting, and successful collaboration within financial teams and with clients.

What are some common challenges financial associates face when managing multiple client portfolios?

Financial Associates often juggle multiple client accounts, each with unique goals and risk profiles. A common challenge is staying organized and ensuring timely communication, especially during periods of market volatility. Prioritizing tasks, leveraging financial management software, and maintaining strong attention to detail are essential for meeting client expectations and regulatory requirements. Collaborating closely with senior advisors and support teams can also help manage workload and deliver high-quality service.

What is the difference between Financial Associate vs Financial Analyst?

AspectFinancial AssociateFinancial Analyst
Required CredentialsBachelor's degree in finance, accounting, or related field; certifications like CFA or CPA are a plusBachelor's degree in finance, economics, or related; often requires CFA or similar certifications
Work EnvironmentBanking, investment firms, corporate finance departmentsInvestment firms, banks, corporate finance, consulting
Employer & Industry UsageCommonly employed in financial services, banking, and corporate financeUsed in investment analysis, asset management, and corporate strategy

Financial Associates typically handle client accounts, support financial transactions, and assist with reporting. Financial Analysts focus on analyzing financial data, preparing reports, and providing investment recommendations. While both roles require similar credentials and work in related environments, Financial Analysts tend to have a stronger emphasis on data analysis and strategic insights.

What does a financial associate do?

A financial associate analyzes financial data, prepares reports, and supports clients or organizations with investment, budgeting, and financial planning activities. They often use tools like Excel and financial software and may hold certifications such as CFA or CPA. The role typically requires strong analytical skills and attention to detail within a professional environment.

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

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

What job categories do people searching Financial Associate jobs in Surrey, BC look for?

The top searched job categories for Financial Associate jobs in Surrey, BC are:

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

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

Financial Associate jobs near you
Infographic showing various Financial Associate job openings in Surrey, BC as of August 2026, with employment types broken down into 1% As Needed, 80% Full Time, 17% Part Time, and 2% Contract. Highlights an 87% Physical, 4% Hybrid, and 9% Remote job distribution, with an average salary of $53,144 per year, or $25.6 per hour.

Associate, Financial Planning

The Consumer Goods Forum

Vancouver, BC

CA$60K - CA$70K/yr

Full-time

Re-posted 3 hours ago

Key responsibilities

  • Create financial plans as requested by the Wealth & Estate Planning Specialists

  • Provide detailed administrative support and input client data into various systems

  • Prepare insurance applications, provide client life and living benefits illustrations, and assist with client outreach and team projects

Job description

Salary Range: $60,000 - $70,000

Who we are:

Canaccord Genuity (CG) is a leading independent full-service financial services firm, with operations in two principal segments of the securities industry: wealth management and capital markets. CG is driven by an unwavering commitment to build lasting client relationships - we achieve this by generating value for our individual, institutional, and corporate clients through comprehensive wealth management solutions and investment banking services. We are a leading independent wealth management firm in Canada, and the leading mid-market provider of investment banking advisory, equity research, sales and trading services for corporations and institutions.

We pride ourselves on understanding our clients' needs and finding innovative, bespoke solutions. Our entrepreneurial and friendly team will challenge you to learn and grow every day. We value great work and collaboration and strive to eliminate bureaucratic thinking. We're looking for talented people who thrive in a fast-paced environment and want to have an impact with innovative ideas and best practices.

Come be a part of our Canadian success story and help deliver superior experiences for our clients. At CG, we recognize that diversity across our business strengthens our client relationships and enables more innovative solutions. We strongly encourage applications from all qualified individuals regardless of race, religion, colour, national origin, gender, sexual orientation, age, marital status, or disability status. CG provides an accessible candidate experience. If you need any accommodations throughout the interview process and beyond, please let us know.

Our Canadian operation, Canaccord Genuity Corp., is currently looking for an energetic, organized and detail-oriented individual with exceptional multi-tasking and interpersonal skills to support our Wealth & Estate Planning Specialists in Vancouver.

Responsibilities:

  • Create financial plans as requested by the Wealth & Estate Planning Specialists;
  • Provide detailed and meticulous administrative support to the Wealth & Estate Planning Specialists.
  • Input a wide variety of client data onto our system in a timely and efficient manner and upload data & documents into our internal system, Conquest, Propel and various Insurance Company software.
  • Provide client life and living benefits illustrations.
  • Prepare insurance application for clients.
  • Complete all record keeping functions with attention to detail and accuracy, ensuring all audit requirements are being met.
  • Populate detailed monthly pipeline for Sales, Revenue and Client Planning.
  • Follow-up with client calls and perform other necessary client outreach as required.
  • Attend team meetings and assist with projects as required.
  • Provide Investment Advisors with ongoing supplemental support on our Financial Planning software.
  • Provide support to Wealth & Estate Planning Specialists during Investment Advisor team group training sessions or one on one sessions.
  • Provide support to Insurance Licensed Advisory teams as needed.
  • Assist in larger team ongoing improvement projects as required.

Skills & Qualifications:

  • Completion of the Qualified Associate Financial Planner Certificate and working towards the CFP preferred.
  • 1-3 years of similar or related administrative experience.
  • Knowledge of the Wealth and Estate Planning industry an asset.
  • Experience in life and living benefits insurance is an asset.
  • Excellent communication and interpersonal skills.
  • Excellent organizational skills, with a strong attention to detail.
  • Demonstrated ability to multi-task and meet deadlines.
  • Ability to work independently and effectively with Investment Advisors, clients and colleagues.
  • Demonstrated ability to take initiative and utilize resources provided autonomously.
  • Insurance license is an asset.
  • Previous Conquest software experience would be an asset.
  • Intermediate to advanced computer skills: good working knowledge of Microsoft Office (Word, Excel, PowerPoint).

#LI-VP1 #LI-Onsite #INDHP

All applications will be held in strict confidence.

In order to be considered for employment, candidates selected for interviewswill be required to show proof of citizenship, permanent residence or eligibility to work in Canada with no restrictions.

Protecting your online safety:

Canaccord Genuity and its affiliates do not use text messages for recruitment purposes. If you have received a text message claiming to be from CG or an authorized representative regarding job recruitment, please treat as fraudulent and do not respond.

We wish to thank all candidates for their interest but only those applicants selected for an interview will be contacted. No phone calls please. Thank you for your understanding.

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