Financial advisor jobs in Surrey, BC and nearby

Within 25 km

Group jobs by employerEmail me new jobs Save this search

Added 23 hours ago
C
Financial Advisor Trainee (Burnaby)
Co-operators
Burnaby, BC
- Full-time
As an exclusive Financial Advisor of Co-operators you are an entrepreneurial-minded leader. You are a high achieving business builder who will manage your own insurance agency with the full…
Added 23 hours ago
C
Financial Advisor Trainee (Langley)
Co-operators
Langley, BC
- Full-time
As an exclusive Financial Advisor of Co-operators you are an entrepreneurial-minded leader. You are a high achieving business builder who will manage your own insurance agency with the full…
Added 23 hours ago
Financial Planner, Scotia Financial Planning - Nordel, Delta, Surrey
Scotiabank
Delta, BC
Another stream to our financial planning advice lays within the Canadian Retail Banking Division. This role is called Financial Advisor, Investment & Retirement (FAIR). If you are…
Added 1 day ago
T
Associate Investment Advisor I
TD
Surrey, BC
- Full-time
…one-on-one relationship with a dedicated and professional Investment Advisor, while maintaining active participation in decisions regarding their investment portfolio. It's a very special…
Added 3 days ago
SL
SUNLIFE FINANCIAL ADVISOR - British Columbia
Sun Life
Burnaby, BC · Surrey, BC
- Full-time
Become a Sunlife advisor to take control of your future in a purpose-driven career helping individuals, families, and business owners in your community build lifetime financial security and…
Added 5 days ago
S
Financial Planner, Scotia Financial Planning - Burnaby
Scotiabank
Burnaby, BC
- Full-time
…interested in learning more about this role, please review our “Financial Advisor Investment and Retirement planning”…
Added 9 days ago
Financial Advisor - Port Moody BC
Scotiabank
Port Moody, BC
Added 9 days ago
Financial Advisor - Broadway & Commercial Branch, Vancouver, BC
Scotiabank
Vancouver, BC
Added 11 days ago
Senior Financial Advisor -Guildford Town Centre - Surrey, BC
Scotiabank
Surrey, BC
A strategic mindset to develop personalized financial strategies including day-to-day banking, investments and borrowing solutions
Added 12 days ago
HF
Financial Advisor
HM Financial Academy
Burnaby, BC
- Other
We are on a mission to empower Canadian families by simplifying complex financial concepts and making them accessible to everyone. Our goal is to help every household across Canada build a…
Added 12 days ago
RB
Financial Advisor
Royal Bank of Canada
New Westminster, BC
- Full-time
As an RBC Financial Advisor, you attract, nurture, and grow relationships with our high-value personal and small business clients, by adding value in the moments that matter to them. You…
Added 12 days ago
R
Financial Advisor
RBC
New Westminster, BC
- Full-time
As an RBC Financial Advisor, you attract, nurture, and grow relationships with our high-value personal and small business clients, by adding value in the moments that matter to them. You…
Added 15 days ago
TC
Financial Advisor
The Canada Life Assurance Company
Langley (District), BC
- $59,800 to $99,700 CAD / year
As a Financial Advisor you'll leverage your expertise to understand clients' unique needs and provide personalized advice and solutions that support their financial, physical, and mental…
Added 15 days ago
Senior Financial Advisor (Tsawwassen Branch)
First West
Delta, BC
Mutual Funds License required
Added 16 days ago
C
Financial Advisor
CIBC
Pitt Meadows, BC
- Full-time
You need to be legally eligible to work at the location(s) specified above and, where applicable, must have a valid work or study permit
Added 16 days ago
C
Financial Advisor
CIBC
Burnaby, BC · Langley (District), BC · Surrey, BC · White Rock, BC
- Full-time
You need to be legally eligible to work at the location(s) specified above and, where applicable, must have a valid work or study permit
Added 18 days ago
S
Financial Advisor - Willowbrook Park, Langley BC
Scotiabank
Langley (District), BC
- Full-time
Added 22 days ago
EF
Commercial Banking Advisor (Fraser Valley Area)
Envision Financial
Langley (District), BC
- $76,800 to $98,400 CAD / year
- Full-time
The Commercial Banking Advisor is responsible for ongoing management and growth of an assigned portfolio of commercial members. This role provides the full range of commercial lending and…
Added 22 days ago
EF
Senior Commercial Banking Advisor (Fraser Valley Area)
Envision Financial
Langley (District), BC
- $90,400 to $115,800 CAD / year
- Full-time
We are currently seeking a Senior Commercial Banking Advisor to join our team.
Added 22 days ago
Commercial Banking Advisor (Fraser Valley Area)
First West
Langley (District), BC
The Commercial Banking Advisor is responsible for ongoing management and growth of an assigned portfolio of commercial members. This role provides the full range of commercial lending and…
Added 22 days ago
Senior Commercial Banking Advisor (Fraser Valley Area)
First West
Langley (District), BC
We are currently seeking a Senior Commercial Banking Advisor to join our team.
Added 26 days ago
Financial Advisor - Shaughnessy Station Branch - Port Coquitlam, BC
Scotiabank
Port Coquitlam, BC
Added 26 days ago
NB
Banking Advisor
National Bank of Canada
Langley (District), BC
- Part-time
A career as a Banking Advisor at National Bank is a versatile and varied role that allows you to live your ambitions and have a positive impact on your own life as well as the lives of your…
Added 26 days ago
NB
Banking Advisor
National Bank of Canada
Surrey, BC
- Part-time
A career as a Banking Advisor at National Bank is a versatile and varied role that allows you to live your ambitions and have a positive impact on your own life as well as the lives of your…
Added 1 month ago
EF
Business Banking Advisor (Surrey)
Envision Financial
Surrey, BC
- $64,600 to $82,500 CAD / year
- Full-time
Mutual Funds License required

Co-operators

Financial Advisor Trainee (Langley)

Langley, BC, Canada

Expected salary range $65,562.00 - $109,270.00. · Full-time

Apply on recruiting.ultipro.com About employer

Applications open in a new tab.

Job details

Pay: Expected salary range $65,562.00 - $109,270.00.
Job type: Full-time
Experience: You have minimum of 3 years of management experience in the insurance industry or related business experience.
Posting language: English
Posted: Oct 1, 2026

Original job description

Company: CGIC Department: Field Talent Development Employment Type: 36 Month Trainee Work Model: Office-Based Language: English is required, French is an asset. Additional Information: This/these role(s) is/are currently vacant

The Opportunity:

We are a leading Canadian financial services co-operative committed to being a catalyst for a sustainable and resilient society and our team is essential to deliver on this strategy. That’s why we prioritize our people, to ensure we provide a strong culture and development opportunities which enables our team to thrive and to live our purpose. The best part is that you will work with people that care passionately about you, our clients and our communities.

As an exclusive Financial Advisor of Co-operators you are an entrepreneurial-minded leader. You are a high achieving business builder who will manage your own insurance agency with the full support of an established company. As an independent contracted Financial Advisor of Co-operators, you will build strong, visible ties to the community and will cultivate long-term relationships with your clients. Through use of our exclusive technology, tools and processes, you will help Canadians assess, define and implement solutions to meet their financial security needs.

What you're responsible for:

Selling Co-operators’ financial services and insurance products from a Co- operators agency location embedded in a local Canadian community.
Reviewing, prospecting and networking to provide holistic advice on risk management and financial goals for clients and prospects to empower them to
make informed decisions.
Cultivating strong community relationships to enhance the future agency's visibility and maximize new business opportunities to contribute to sales and
growth goals.
Developing and executing business, operational and marketing plans and supporting sustainability strategies to help Canadian communities become more
resilient.
During the later part of the trainee program, focusing on recruiting and selecting talent, coaching for accountability and mentoring potential future employees of
the agency, and managing your team’s performance to facilitate their development and achieve the future agency's goals.
Maintenance of required license’s, demonstrating ethical behaviour and conforming with Co-operators policies, industry standards and applicable laws.

To join our team:

You have minimum of 3 years of management experience in the insurance industry or related business experience.
You have post-secondary education in a related field.
You hold or will obtain, prior to starting, all of the following: Life license, General
Insurance license and a Mutual Funds license in your province of residency.
Please note that holding all necessary valid license(s) is a requirement of this role.
You have completed or are actively working toward one of the following professional designations: CFP, CLU, CHFC or accredited Financial Planning Designation.
You meet all conditions of employment as may be stipulated in the Offer of
Employment, including successful completion of all required background checks and authorization to work in Canada.

To be successful:

You will remain focused and driven in the pursuit of agency goals until the objective is achieved while effectively managing/growing the current portfolio.
You will successfully build plans focused on expanding market penetration and apply an innovative mindset to improve operational efficiencies, with a client centric lens.
You have demonstrated strong communication skills to facilitate holistic communications with a diverse clientele base and are able to provide needs-based recommendations.
You demonstrate resilience and support a high-performance/collaborative culture, and foster team alignment with organizational strategies
You use critical thinking to guide decision making and apply a strategic mindset to adjust business plans based on shifting priorities.
You will gain a deep knowledge of Co-operators' products and will have demonstrated the ability to distribute these products in compliance with Co-operators' policies, industry standards and applicable laws

What you need to know:

You will be subject to a Background check as a condition of employment, in the event you are the successful candidate.

What we offer:

A competitive compensation package and benefits program.
The opportunity to be part of something bigger and be a catalyst for a more resilient and sustainable society.
A path to running your own independent agency.
An experience to support our mission to help Canadians protect and save for what matters most

Salary information

Expected salary range $65,562.00 - $109,270.00. This role is eligible to participate in a sales incentive plan for additional compensation with an annual target of 10%+.

Apply on recruiting.ultipro.com About employer

More about this job

Responsibilities

The Financial Advisor Trainee at Co-operators will sell insurance and financial products, meet and advise clients, and build local relationships to grow the agency. Later in the program, the trainee will recruit, coach and manage a team.

Requirements

Candidates need at least 3 years of management or related business experience, post-secondary education, and a Life, General Insurance and Mutual Funds licence in their province. A CFP, CLU, CHFC or accredited financial planning designation is also required, completed or in progress.

Skills

Insurance sales
Financial planning
Risk management
Life insurance
General insurance
Mutual funds
Prospecting and networking
Needs-based advice
Business planning
Marketing planning
Recruiting and selection
Coaching and mentoring
Team performance management
Critical thinking
Strategic planning
Regulatory compliance
Bilingual communication (French an asset)

Benefits

Sales incentive plan
Path to running own independent agency

Keywords

financial advisor
insurance sales
financial planning
life insurance
general insurance
mutual funds
financial services
wealth management
risk management
CFP
CLU
CHFC
business development
client relationships
sales
agency management
recruiting
team management
community relations
Co-operators

Seniority

Entry level

Perks

Performance bonus

Licences and certifications

CFP
CLU
CHFC
Financial Planning designation

Languages

English
French

Fields of study

Related field

Report this job

Hiring at a glance

Advertised starting pay

Where work happens

Financial advisor jobs in Surrey, BC and nearby

Financial Advisor Trainee (Burnaby)