surrey bc client advisor Jobs – 131 Openings This Week

Financial Coordinator
Obsidian Advisory Group —British Columbia
- $70,000–$80,000 a year
- Full-time
- Remote
- Microsoft Excel
- Administrative experience
- Accounting
- Dental care
- Work from home
Quick apply
Commercial Lines Account Executive
Schill Insurance Brokers Ltd. —Surrey, BC
- $75,000–$120,000 a year
- Full-time
- In-person
- Wellness program
- Disability insurance
Quick apply
Client Advisor
Royal Bank of Canada —Surrey, BC
- Part-time
- Sales
1d
associate financial advisor
Hoovest Enterprises Corp. —Langley, BC
- $70,514.60 a year
- Full-time
- English
- Microsoft Office
- Finance
Developing Investment Advisor (Surrey/White Rock/Langley)
TD Bank —Surrey, BC
- $50,000–$100,000 a year
- Full-time
- Finance
- Bachelor's
- Business
- Paid time off
Manager, Assurance | Facet Advisors
Netchain Technology LLC —Surrey, BC
- $100,000–$120,000 a year
- Remote
- Accounting
- Communication skills
Senior Insurance Advisor
Westland Insurance Ltd. —Surrey, BC
- $26.60–$33.25 an hour
- Full-time
- In-person
- Communication skills
Quick apply
3d
Insurance Advisor, Marine
HUB International —Burnaby, BC
- $50,000–$60,000 a year
- Full-time
- No travel
- Communication skills
- Disability insurance
- Paid time off
Senior Insurance Advisor – Personal Lines
AMC Insurance —Surrey, BC
- $55,000–$95,000 a year
- Full-time
- Microsoft Word
- Microsoft Excel
- Sales
- Dental care
- Tuition reimbursement
Quick apply
7d
Financial Advisor
Royal Bank of Canada —White Rock, BC
- Full-time
- Sales
- Finance
- Financial services
7d
Insurance Advisor, Personal Lines
HUB International —Burnaby, BC
- $50,000–$55,000 a year
- Full-time
- Customer service
- No travel
- Disability insurance
- Paid time off
Manager, ease Cloud Accounting Services
MNP LLP —Surrey, BC
- $84,500–$120,000 a year
- Accounting
- QuickBooks
- Business
14d
Insurance Advisor
Harris Insurance Services (Richmond) Ltd. —Richmond, BC
- $40,000–$55,000 a year
- Full-time
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
- Disability insurance
- Dental care
Quick apply
Sales Advisor
Gold Haus Auto Group LTD —Richmond, BC
- $60,000–$200,000 a year
- Weekends as needed
- Microsoft Word
- Sales
- Basic math
- Flexible schedule
Quick apply
Director, Real Estate Financing
National Bank of Canada —Surrey, BC
- Full-time
- English
- Master's degree
- Business development
- Wellness program
- Employee assistance program
Autobody Estimator / Repair Advisor
No. 1 Collision Group —Richmond, BC
- $65,000–$75,000 a year
- Full-time
- Engineering
- Bachelor's
- Associate's degree
- Profit sharing
- Dental care
Finance Manager, Applewood Motors Richmond Inc. (dba Applewood Infiniti Richmond/Applewood Nissan Richmond)
Applewood Motors Richmond Inc. (dba Applewood Infiniti Richmond/Applewood Nissan Richmond) —Richmond, BC
- $80,000–$200,000 a year
- Weekends as needed
- Store discount
Quick apply
Customer Care Associate – Brian Jessel BMW
Brian Jessel BMW / Pre - Owned —Vancouver, BC
- $18.50–$19.00 an hour
- Part-time
- Organizational skills
- Communication skills
- Store discount
- Employee assistance program
Quick apply
Operations Coordinator - Coquitlam, BC
Intertek —Coquitlam, BC
- $55,000–$65,000 a year
- Microsoft Excel
- Microsoft Office
- Finance
- Disability insurance
- Dental care
Quick apply
Senior Manager, ease Cloud Accounting Services
MNP LLP —Surrey, BC
- $106,000–$175,000 a year
- No university degree
- Accounting
- QuickBooks
11d

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client advisor jobs near surrey bc

Financial Coordinator

Obsidian Advisory Group
British Columbia

Quick apply

Job details

Full-time
$70,000–$80,000 a year

Qualifications

Accounts receivable
Microsoft Excel
Accounts payable
Accounting software
Filing
Administrative experience
Accounting
Bookkeeping
Communication skills
Time management

Full job description

FINANCIAL COORDINATOR

Remote | Full-Time

This role supports the CFO and Administrative Manager in managing day-to-day corporate financial operations, including reconciliations, reporting, and commission tracking, while contributing to the preparation of client deliverables and ongoing administrative coordination.

ABOUT US

Obsidian Advisory Group is a financial advisory firm focused on integrating every aspect of a client’s financial life into a cohesive, customized strategy. The firm works closely with clients and their professional advisors to deliver comprehensive planning across corporate structure, insurance, taxation, investments, estate planning, and cash flow.

Obsidian’s approach is built on long-term relationships and tailored solutions, supporting clients through all stages of their business and personal financial lifecycle.

POSITION SUMMARY

The Financial Coordinator supports the Chief Financial Officer (CFO) and reports through the Administrative Manager in the coordination and execution of corporate financial and administrative operations. This role is primarily focused on financial functions, including daily corporate financial tracking, reconciliations, commission management, and accounts payable and receivable.

The position is responsible for maintaining accurate financial records, coordinating monthly, quarterly, and year-end reporting requirements, and ensuring the timely and accurate processing of financial transactions across the organization. The role also supports the preparation of client deliverables, including net worth statements and organizational structures, and provides administrative support through data management, document coordination, and follow-ups with internal and external stakeholders.

This is a remote, full-time position requiring strong attention to detail, organization, and the ability to manage multiple priorities while maintaining a high level of accuracy and confidentiality.

WHAT WE OFFER

Opportunity to join a small, dynamic, and family-oriented team with a collaborative and supportive environment
Exposure to a broad range of financial disciplines, including insurance, tax strategy, corporate structuring, and financial planning
Hands-on experience working closely with senior leadership, including the CFO, on real-time financial operations and client work
Opportunity for professional growth and development within a specialized advisory firm
A flexible, remote work environment with a strong emphasis on accountability and work-life balance
Comprehensive benefits package

KEY RESPONSIBILITIES

Financial Operations & Coordination:

Maintain and track daily corporate financial activity across entities
Perform regular reconciliations, including bank, credit card, and internal accounts
Track, reconcile, and maintain records of insurance commissions and related payments
Monitor and process accounts payable and accounts receivable
Manage expense tracking, coding, and reporting
Prepare and manage monthly, quarterly, and year-end financial reporting requirements
Support compliance and licensing requirements, including maintaining records and coordinating required filings
Maintain organized financial records and supporting documentation
Support the CFO with financial reporting and analysis as required

Commission & Payment Tracking:

Pull required insurance statements and track all incoming commission payments
Reconcile commission statements against internal records and expected amounts
Investigate, resolve, and document any discrepancies in commission payments
Coordinate, process, and track payments to related parties
Maintain accurate and up-to-date records of all commission activity and related payments

Client Deliverables & Support:

Support the preparation and ongoing updating of client net worth statements for CFO review
Create and maintain client organizational structures within applicable software systems for visualization and planning purposes
Maintain and organize client documentation, including electronic filing, in accordance with internal standards
Apply a working understanding of financial statements to support accurate client data entry and preparation of deliverables

Administrative Support:

Perform data entry and maintain accurate and up-to-date records within the Salesforce CRM system
Follow up with related parties to obtain client documentation and outstanding items in a timely manner
Coordinate and organize documentation across financial and administrative functions
Support administrative and operational tasks as required

QUALIFICATIONS & EXPERIENCE

Minimum 5 years of experience in bookkeeping and financial operations or accounting support roles
Strong understanding of basic accounting principles and financial processes
Experience with reconciliations, accounts payable/receivable, and financial tracking
Proficient in Microsoft Excel and financial tracking systems
High level of accuracy and attention to detail
Strong organizational and time management skills
Demonstrated ability to work independently in a remote environment, managing priorities, deadlines, and deliverables with minimal oversight
Strong written and verbal communication skills
Ability to handle sensitive and confidential information with discretion

COMPENSATION & STRUCTURE

Full-time, remote position
Preference for candidates located in British Columbia
Reports to the Administrative Manager, with day-to-day functional alignment to the CFO
$70,000 - $80,000 annually

Pay: $70,000.00-$80,000.00 per year

Benefits:

Dental care
Extended health care
Vision care
Work from home

Work Location: Remote

Quick apply

Refine Your Search

client advisor jobs in surrey bc

Financial Coordinator

Commercial Lines Account Executive

Client Advisor

associate financial advisor

Developing Investment Advisor (Surrey/White Rock/Langley)

Manager, Assurance | Facet Advisors

Senior Insurance Advisor

Insurance Advisor, Marine

Senior Insurance Advisor – Personal Lines

Financial Advisor

Insurance Advisor, Personal Lines

Manager, ease Cloud Accounting Services

Insurance Advisor

Sales Advisor

Director, Real Estate Financing

Autobody Estimator / Repair Advisor

Finance Manager, Applewood Motors Richmond Inc. (dba Applewood Infiniti Richmond/Applewood Nissan Richmond)

Customer Care Associate – Brian Jessel BMW

Operations Coordinator - Coquitlam, BC

Senior Manager, ease Cloud Accounting Services

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