surrey bc client advisor Jobs – 144 Openings This Week

Branch Office Administrator
Edward Jones —Delta, BC
- Full-time
- Microsoft Office
- Computer skills
1d
Senior Insurance Advisor
Westland Insurance Ltd. —Surrey, BC
- $26.60–$33.25 an hour
- Full-time
- In-person
- Communication skills
Quick apply
3d
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
11d

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Remote Customer Service and Sales
HMG Careers —Surrey, BC
Insurance license required or willingness to obtain one. You will work remotely, serving clients by providing guidance and protection solutions for individuals…
$69,000–$150,000 a year
Quick apply
5d
Remote Customer Service and Sales
HMG Careers —Surrey, BC
Insurance license required or willingness to obtain one. You will work remotely, serving clients by providing guidance and protection solutions for individuals…
$69,000–$150,012 a year
Quick apply
5d

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Bilingual Licensed Insurance Advisor (LLQP)
Optima Communications International Inc. —Whitby, ON
You have a Life and A&S Insurance license. Optima has over 30 years of experience providing insurance products and services to customers of Canada’s leading…
$40,000–$60,000 a year
Quick apply
Commercial Insurance Specialist
Leading Advisor Inc. —North York, ON
Do you currently hold a valid OTL (Other Than Life) insurance license in Ontario? The structure of the office is such that support staff handle quoting and…
$60,000–$120,000 a year
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Branch Office Administrator

Edward Jones -
Delta, BC

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Job details

Full-time
1 day ago

Qualifications

Microsoft Office
Computer skills
Account management

Full job description

Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we’re proud to be privately-owned, placing the focus on our clients rather than shareholder returns.

Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging.

People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career.

View our Purpose, Inclusion and Citizenship Report.

¹Fortune 500, published June 2024, data as of December 2023. Compensation provided for using, not obtaining, the rating.

If you find yourself looking for a fulfilling career, the Branch Office Administrator (BOA) role may be the right opportunity for you. BOAs team up with financial advisors to help clients achieve their long-term financial goals. The primary role of the BOA is to provide administrative support to a financial advisor or a team of multiple financial advisors. We’re proud to serve over nine million clients. Our BOAs are a valued part of the client support team, and we credit much of our success to their unique experiences and professional backgrounds. We value different viewpoints to help achieve results.

Role Summary:
As a Branch Office Administrator, you'll be a vital part of our team, providing seamless support to our clients. You'll play a key role in supporting client accounts, facilitating communication, and ensuring a positive client experience. This is a fantastic opportunity to grow your career in a dynamic and rewarding environment.

We’ll give you the support you need. Our team will be there every step of the way, providing:

Comprehensive 6-month training including an experienced peer to help mentor you
A wide support network that extends from your branch office to your region to the home office
You’ll often work independently but will have a team of thousands backing you every step of the way

Can you see yourself…

Delivering exceptional personalized service to ensure clients feel understood and informed
Taking an active role in the annual business planning process to assist in developing strategies for the upcoming year
Actively listen for situations in the clients' lives that may indicate a need for additional services
Driving marketing activities such as planning and executing events

What skills would make you a successful BOA?

Analytical Thinking
Attention to Detail
Adaptability
Conversational Skills
Digital Tool Utilization
Team Collaboration

Role Requirements

Client Service: Provide exceptional service to clients via inbound and outbound calls, email, and in-person interactions. Respond to inquiries, resolve issues, and ensure an exceptional experience. Develop and maintain strong relationships with clients, referral sources, and internal client support team members.
Account Management: Aptitude to learn and understand the financial services industry. Includes account opening, handling account transfers and other requests at the direction of the financial advisor. Process account transactions, prepare documentation, and maintain accurate client records.
Administrative & Operational Support: Strong ability to work independently at the direction of the financial advisor. Handle various administrative tasks, including scheduling appointments, preparing materials for client meetings, managing correspondence and supporting marketing initiatives. Streamlining processes with updating SOPs and strategically execute on the branch business plan.
Technology: Strong computer literacy with willingness to learn new technology and programs such as MoneyGuide, Salesforce, Microsoft Office products and other firm-provided software.

At Edward Jones, we are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received.

Check out our U.S. awards and accolades: Insights & Information Blog Postings about Edward Jones

Check out our Canadian awards and accolades: Insights & Information Blog Postings about Edward Jones

Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law.

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client advisor jobs in surrey bc

Branch Office Administrator

Senior Insurance Advisor

Estate Planning Specialist

Tax Manager

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