surrey bc client advisor Jobs – 143 Openings This Week

Financial Advisor Assistant - Mandarin
Sun Life Financial —Burnaby, BC
- $55,000–$100,000 a year
- Full-time
- Hybrid work
- English
- Financial services
- In-person
- Profit sharing
- Mileage reimbursement
Quick apply
7d
Financial Controller
Inkeros Inc —Burnaby, BC
- $120,000–$130,000 a year
- Full-time
- Microsoft Outlook
- Finance
- Analysis skills
- Dental care
Quick apply
2d
Personal Lines Insurance Advisor - Coquitlam
ECL Group of Companies —Coquitlam, BC
- Microsoft Office
- Finance
- High school diploma or GED
Quick apply
Bilingual TRC Service Technician
Holman —Burnaby, BC
- $66,320–$94,510 a year
- Full-time
- ASE Certification
- Microsoft Powerpoint
- Bilingual
- Dental care
- Tuition reimbursement
Quick apply
7d
Bilingual Automotive Service Advisor
Holman —Burnaby, BC
- Full-time
- Remote
- ASE Certification
- Microsoft Powerpoint
- Bilingual
- Dental care
- Tuition reimbursement
Quick apply
6d
Client Advisor
Royal Bank of Canada —Surrey, BC
- Part-time
- Sales
20h
Insurance Advisor, Personal Insurance
HUB International —Surrey, BC
- $47,000–$60,000 a year
- Full-time
- Customer service
- Travel
- Disability insurance
- Paid time off
Client Advisor Intern
Royal Bank of Canada —Langley, BC
- Full-time
- Sales
Operations Agent and Associate
National Bank of Canada —Surrey, BC
- Full-time
- Microsoft Excel
- Microsoft Outlook
- English
- Wellness program
- Employee assistance program
Retail Associate - Metropolis
Aritzia —Burnaby, BC
- $20–$30 an hour
- Part-time
Private Banking Associate
Royal Bank of Canada —Langley, BC
- Full-time
- English
- Microsoft Office
- Organizational skills
7d
Branch Office Administrator
Edward Jones —Delta, BC
- Full-time
- Microsoft Office
- Computer skills
7h
Insurance Advisor Life, Health & Wealth
Royal Bank of Canada —Vancouver, BC
- $35,000–$50,000 a year
- Full-time
- Sales
- English
- Business development
- Profit sharing
Commercial Services Advisor
Envision Financial, a division of First West Credit Union —Langley, BC
- $49,100–$57,900 a year
- Full-time
- Microsoft Office
- High school diploma or GED
- Organizational skills
- Paid time off
Service Advisor, 1268839 B.C. Ltd. DBA Applewood Nissan Langley
1268839 B.C. Ltd. (dba Applewood Nissan Langley/Applewood Infiniti Langley) —Langley, BC
- $60,000–$100,000 a year
- Full-time
- Sales
Quick apply
Insurance Advisor, Mobile Auto
HUB International —Maple Ridge, BC
- $41,000–$55,000 a year
- Full-time
- Up to 50% travel
- Sales
- Customer service
- Mileage reimbursement
- Disability insurance
Retail Associate - Coquitlam
Aritzia —Coquitlam, BC
- $20–$30 an hour
- Part-time
Senior Client Relationship Specialist - Group Benefits
Royal Bank of Canada —Vancouver, BC
- $55,000–$90,000 a year
- Full-time
- Customer service
- Salesforce
- Microsoft Office
- Dental care
Financial Advisor, Investment & Retirement Planning - Central City, BC
Scotiabank —Surrey, BC
- Sales
Banking Advisor
Royal Bank of Canada —Surrey, BC
- Full-time
- Sales
20h

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client advisor jobs near surrey bc

Financial Advisor Assistant - Mandarin

Sun Life Financial -
Burnaby, BC

Quick apply

Job details

Full-time
$55,000–$100,000 a year
7 days ago

Qualifications

Mandarin
Cantonese
IFC Certification
English
LLQP
MFDA
Financial services

Full job description

The Opportunity

Join a high-growth advisory practice led by a veteran professional with nearly two decades of expertise in high-net-worth portfolio management, insurance integration, corporate strategies, and generational wealth planning.

This isn't just a sales role; it is an optional seven-year mentorship track designed to transition a high-potential associate into a fully capable, independent advisor.

You will play a pivotal role in expanding a sophisticated book of business, leveraging a massive revenue-sharing model that rewards your direct impact on the firm’s growth.

The Role: Sales & Strategic Growth

As the lead for business development, you will collaborate directly with the Senior Advisor to build and execute a dominant market presence.

Strategic Prospecting: Develop and pivot sales plans to capture new opportunities within the BC market as well as engaging your own network.
Network Expansion: Actively engage in high-level networking and social events to build long-term referral pipelines.
Lead Execution: Rapidly convert opportunities from the Sun Life lead program into loyal clients.
Relationship Management: Manage the end-to-end client experience, from initial onboarding to delivering complex investment recommendations and reporting.
Operational Excellence: Oversee essential administrative functions, including KYC/IQ updates, account openings, and transfer processing to ensure a seamless client journey.

The breakdown of daily tasks will roughly be 60% sales, 20% admin, 20% client management.

The Ideal Candidate

The Connector: You possess a robust, localized network in British Columbia and thrive in social, fast-paced environments.
The Entrepreneur: You are performance-driven and view this role as your own business-within-a-business.
The Professional: You are detail-oriented, proactive, and have a genuine passion for financial planning.

Qualifications & Requirements

Licensing: Mutual Fund license required - IFC. LLQP to follow.
Communication: Elite verbal and written English and Mandarin skills are mandatory.
Independence: A self-starter who can learn complex systems and strategies with minimal supervision.
Marketable: Must be confident in presentations and speaking in medium size groups if required: 4-8 people in a corporate environment.

Compensation

Revenue Share: Competitive base with a no-ceiling commission structure reflecting your ownership of the sales you conduct and maintaining those client relationships.
Succession Track: A clear, documented path to becoming a lead advisor within 7 years (optional).

You will play a pivotal role in expanding a sophisticated book of business, leveraging a massive revenue-sharing model that rewards your direct impact on the firm’s growth.

The base compensation will have variance which can be heavily influenced on onboarding prospects within a short amount of time. Candidates who may not have a guaranteed network may start at $55,000 - $65,000 plus a competitive revenue sharing bonuses which increases your base over time.

We are seeking an individual who can foresee themselves earning beyond $100,000 by year 2 of joining the team. Ideally we are looking for a candidate to be onboarded in July or August.

Other Notes:

The majority of the position is remote - in person meetings are required at either the Richmond or Burnaby location if we are meeting clients or prospects for the first time.

Must be able to drive and own their own vehicle. Partial expense reimbursement is available.

Vacations "unlimited" within reason and dependent on production. Otherwise, 3 weeks minimum.

Health, life, critical illness insurance is offered with top ups at a reduced price.

Job Type: Full-time

Pay: $55,000.00-$100,000.00 per year

Benefits:

Dental care
Disability insurance
Discounted or free food
Extended health care
Flexible schedule
Life insurance
Mileage reimbursement
On-site childcare
On-site gym
Paid time off
Profit sharing
RRSP match
Vision care
Work from home

Experience:

Financial services: 1 year (preferred)

Language:

Mandarin (required)
Cantonese (preferred)

Licence/Certification:

IFC Certification (preferred)
LLQP (preferred)

Work Location: Hybrid remote in Burnaby, BC V5H 4N2

Quick apply

Refine Your Search

client advisor jobs in surrey bc

Financial Advisor Assistant - Mandarin

Financial Controller

Personal Lines Insurance Advisor - Coquitlam

Bilingual TRC Service Technician

Bilingual Automotive Service Advisor

Client Advisor

Insurance Advisor, Personal Insurance

Client Advisor Intern

Operations Agent and Associate

Retail Associate - Metropolis

Private Banking Associate

Branch Office Administrator

Insurance Advisor Life, Health & Wealth

Commercial Services Advisor

Service Advisor, 1268839 B.C. Ltd. DBA Applewood Nissan Langley

Insurance Advisor, Mobile Auto

Retail Associate - Coquitlam

Senior Client Relationship Specialist - Group Benefits

Financial Advisor, Investment & Retirement Planning - Central City, BC

Banking Advisor

I want to receive the latest job alerts for client advisor in surrey bc

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