surrey bc client advisor Jobs – 141 Openings This Week

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
associate financial advisor
Hoovest Enterprises Corp. —Langley, BC
- $70,514.60 a year
- Full-time
- English
- Microsoft Office
- Finance
14d
Inside Wholesaler - Life Insurance
Royal Bank of Canada —Vancouver, BC
- $55,000–$90,000 a year
- Full-time
- Sales
- Presentation skills
- Organizational skills
14d
Associate Financial Advisor
Hoovest Enterprises Corp —Langley, BC
- $70,514.60 a year
- Full-time
- Microsoft Excel
- Finance
- Bachelor's
Quick apply
Consultant (Building Consulting)
J.S. Held LLC —Langley, BC
- $80,000–$110,000 a year
- Full-time
- Microsoft Word
- Microsoft Excel
- Customer service
- Dental care
- Vision care
Quick apply
9d
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
ScotiaMcLeod Senior Financial Planning Associate - White Rock
Scotiabank —White Rock, BC
- Finance
- Presentation skills
- Communication skills
- Paid time off
Automotive Financial Services Manager
Westminster Toyota —New Westminster, BC
- From $150,000 a year
- Weekends as needed
- No experience needed
- Presentation skills
- Financial services
Quick apply
Accountant, Assurance and Accounting
MNP —Maple Ridge, BC
- $57,000–$65,000 a year
- Finance
- Bachelor's
- Accounting
Financial Advisor / Insurance & Investment Agent
HML Financial Services Ltd. —Burnaby, BC
- $35,500.00–$99,681.66 a year
- Part-time
- No experience needed
- English
- Accounting
Quick apply
Manager, U.S. Individual Tax
MNP —Surrey, BC
- $84,500–$120,000 a year
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
Automotive Finance & Wealth Specialist
Westminster Toyota —New Westminster, BC
- From $150,000 a year
- Weekends as needed
- No experience needed
- Presentation skills
- Financial services
Quick apply
Financial Insurance Advisor
Serenia Life Financial —Richmond, BC
- Sales
- Presentation skills
- Financial services
- Flexible schedule
Quick apply
Financial Planning Consultant
CIBC —Burnaby, BC
- $50,000 a year
- Full-time
- Sales
- Presentation skills
- In-person
Manager, Canadian Tax
MNP —Surrey, BC
- $84,500–$120,000 a year
- Quality Control
- Accounting
- Leadership
Assurance Manager
Rise CPA —Coquitlam, BC
- $85,000–$115,000 a year
- Full-time
- Hybrid work
- Bachelor's
- Team management
- Accounting
- Dental care
- Paid time off
Quick apply
10d
Senior Manager, Tax
MNP —Surrey, BC
- $106,000–$175,000 a year
- Quality Control
- Accounting
- Leadership
Estate Planning Specialist
Ventum Financial Corp —Vancouver, BC
- Full-time
- Hybrid work
- Sales
- Presentation skills
- Bachelor's
Quick apply
Tax Manager
Rise CPA —Coquitlam, BC
- $95,000–$130,000 a year
- Full-time
- Hybrid work
- Accounting
- QuickBooks
- In-person
- Dental care
- Tuition reimbursement
Quick apply
10d
Client Advisor
Royal Bank of Canada —Surrey, BC
- Part-time
- Sales
16h

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Senior Client Relationship Specialist - Group Benefits

Royal Bank of Canada -
Vancouver, BC

Apply Now

Job details

Full-time
$55,000–$90,000 a year

Qualifications

Customer service
Salesforce
Microsoft Office
Presentation skills
Certified Employee Benefit Specialist
Account management
Communication skills
Time management

Full job description

Job Description

What is the opportunity?
As a Senior Client Relationship Specialist, you will serve as a key point of contact for account management, focusing on post-sales activities, complex contractual and plan design inquiries, and the installation of new business through client strategy. You will play a critical role in driving client satisfaction, retention, and revenue growth within the region.

What will you do?

Identify cross-selling opportunities and deliver exceptional service to achieve regional sales targets while promoting group block retention and persistency rates.
Independently address client and advisor inquiries, determining appropriate actions for complex issues with minimal management involvement. Proactively recommend solutions to enhance problem resolution.
Establish and maintain strong relationships with producers, group plan administrators, and advisors to foster collaboration and trust.
Assist Sales Consultants in identifying opportunities for premium growth, including participating in advisor meetings, delivering compelling presentations, preparing documents, and coordinating reports.
Process client requests for policy terminations, Agent of Record transfers, plan design changes, legal name updates, billing adjustments, and other administrative tasks.
Conduct in-person and virtual (e.g., Webex) meetings with plan administrators and brokers to strengthen relationships and address needs.
Ensure accurate producer contact information and records in Salesforce.com, Licensing, and Compensation systems.

What will you need to succeed?
Must Have:

Strong knowledge of Group Health and Dental products.
Proven oral and written communication skills.
Excellent time management and organizational abilities.
Demonstrated account management and problem-resolution skills.
Confidence and proficiency in delivering presentations.

Nice to Have:

Comprehensive product knowledge across all Group lines of business, including Disability and Individual Insurance.
Minimum of 2 years of experience in the employee benefits service industry.
Proficiency in systems such as Salesforce.com, Content Manager, Microsoft Office, and Group Portal.
Professional designations such as GBA (Group Benefits Associate) or CEBS (Certified Employee Benefit Specialist).

What’s in it for you?

We thrive on the challenge to be our best, progressive thinking to keep growing, and working together to deliver trusted advice to help our clients thrive and communities prosper. We care about each other, reaching our potential, making a difference to our communities, and achieving success that is mutual.

A comprehensive Total Rewards Program including bonuses, flexible benefits, and competitive compensation
Leaders who support your development through coaching and managing opportunities
Ability to make a difference and lasting impact
Work in a dynamic, collaborative, progressive, and high-performing team
Access to a variety of job opportunities across business and geographies
RBCI software tools to boost your productivity

The expected salary range for the above position is $55,000 - $90,000 depending on factors including but not limited to the candidate’s experience, skills, registration status; market conditions; and business needs.

This position may be eligible to receive a discretionary/variable incentive payment.

RBC’s compensation philosophy and principles recognize the importance of a highly qualified global workforce and plays a critical role in attracting, engaging and retaining talent that:

Drives RBC’s high-performance culture
Enables collective achievement of our strategic goals
Generates sustainable shareholder returns and above market shareholder value

Job Skills

Conflict Management, Customer Interactions, Customer Service, Customer Service Administration, Customer Service Management, Inbound Logistics, Oral Communications, Problem Management, Product Services, Telephone Customer Service

Additional Job Details

Address:

2925 VIRTUAL WAY:VANCOUVER

City:

Vancouver

Country:

Canada

Work hours/week:

37.5

Employment Type:

Full time

Platform:

INSURANCE

Job Type:

Regular

Pay Type:

Salaried

Posted Date:

2026-05-19

Application Deadline:

2026-06-15

Note: Applications will be accepted until 11:59 PM on the day prior to the application deadline date above

Our Employment Opportunities

At RBC, we are guided by living shared values of Client First, Integrity, Collaboration, Respect and Excellence and winning together as One RBC. We believe an inclusive workplace that has diverse perspectives is core to our continued growth as one of the largest and most successful banks in the world. Maintaining a workplace where our employees feel supported to perform at their best, effectively collaborate, drive innovation, and grow professionally helps to bring our Purpose to life and create value for our clients and communities. RBC strives to deliver this through policies and programs intended to foster a workplace based on respect, belonging and opportunity for all.

Join our Talent Community

Stay in-the-know about great career opportunities at RBC. Sign up and get customized info on our latest jobs, career tips and Recruitment events that matter to you.

Expand your limits and create a new future together at RBC. Find out how we use our passion and drive to enhance the well-being of our clients and communities at jobs.rbc.com.

RBC is presently inviting candidates to apply for this existing vacancy. Applying to this posting allows you to express your interest in this current career opportunity at RBC. Qualified applicants may be contacted to review their resume in more detail.

Apply Now

Refine Your Search

client advisor jobs in surrey bc

Senior Client Relationship Specialist - Group Benefits

associate financial advisor

Inside Wholesaler - Life Insurance

Associate Financial Advisor

Consultant (Building Consulting)

Bilingual TRC Service Technician

ScotiaMcLeod Senior Financial Planning Associate - White Rock

Automotive Financial Services Manager

Accountant, Assurance and Accounting

Financial Advisor / Insurance & Investment Agent

Manager, U.S. Individual Tax

Automotive Finance & Wealth Specialist

Financial Insurance Advisor

Financial Planning Consultant

Manager, Canadian Tax

Assurance Manager

Senior Manager, Tax

Estate Planning Specialist

Tax Manager

Client Advisor

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