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Agile Underwriting Solutions (Agile) has an exciting opportunity for a new Commercial Underwriter at our Dartmouth, NS, Calgary, AB, or Surrey, BC offices. This is a hybrid position. We are open to consider candidates ba…
With more than 80 years of service, Prospera is part of the Coast Capital Savings Federal Credit Union family of brands, providing a full range of financial products and services across the British Columbia. As the Segre…
We're searching for a Vice President, Personal Lines - BC. Are you searching for new possibilities? Westland Insurance Group Ltd. is looking for an accomplished insurance executive to lead one of the most strategically i…
Skills: Strategic Leadership, Operational Performance Management, Personal Lines Insurance, Business Transformation, Acquisition Integration
AO Garcia Agency
Work From Home - Benefits Services Representative
Surrey, British Columbia, Canada · Remote Solely
Entry level
If you’re putting in full effort but still earning the same paycheck every week… that’s a problem. This opportunity removes the ceiling. You’ll work with clients who have already expressed interest in receiving help. You…
Skills: Client Guidance, Work Ethic, Coachability, Communication
Customer Experience Associate – Future Opportunities (Mandarin, Korean and/or Vietnamese Language Skills an Asset)
Surrey, British Columbia, Canada · On-site
$22/hr–$28/hr
Entry level$4.8B raised
Work Location: Surrey, British Columbia, Canada Hours: 15 Line of Business: Personal & Commercial Banking Pay Details: $22.50 - $28.33 CAD TD is committed to providing fair and equitable compensation opportunities to all…
Skills: Financial Transaction Processing, Customer Experience, Banking Solutions, Communication Skills, Time Management
Prospera is committed to creating meaningful local impact while offering our members more ways to manage everyday banking, grow their wealth, and receive personalized support to achieve their financial goals. With more t…
We are currently seeking a Business Banking Advisor to join our team. This role will provide support across our various branches in Surrey. This Business Banking Advisor (BBA) is responsible for the management and growth…
Mainland is hiring! We are looking for a competent professional to join our team as a Project Finance Analyst. Relevant project finance or accounting experience is ideal, however for the right candidate we are flexible t…
Help people make confident choices about their benefits while building a career with real growth. We’re expanding our remote team and adding driven professionals who communicate clearly, care about service, and thrive wi…
Skills: Customer Service, Sales, Communication, People Skills, Organization
Company: CGIC Department: Retail Sales Employment Type: Regular Full-Time Work Model: Hybrid (2 days in office) Language: This role operates in English. Additional Information: This/these role(s) is/are currently vacant …
Client Solutions Advisor - Guildford Town Centre, Surrey, BC
Surrey, British Columbia, Canada · On-site
Mid level$1.1B raised
Requisition ID: 268367 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. Retail Sales Advisor We are actively recruiting experienced Sales Representatives– no previous…
Application Deadline: 07/16/2026 Address: 15850 26th Avenue Job Family Group: Retail Banking Sales & Service Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and …
GroupHEALTH New Business Development Specialist Location: Surrey, BC Job type: Full time, Permanent Working arrangement: Hybrid About GroupHEALTH At GroupHEALTH, we’re proud of the work we do, but it’s how we…
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A & A Customs Brokers
Accounts Receivable Specialist
Surrey, British Columbia, Canada · Hybrid
$50k–$55k/yr
Mid level
Overview We're looking for an Accounts Receivable Specialist to join our team on a fully remote, work-from-home basis. Reporting to the Controller, you'll own the day-to-day Accounts Receivable function, from invoicing a…
We’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients. At CIBC, we embrace your strengths and your ambitions,…
Skills: Banking Operations, Business Development, Client Service, Community Connections, Customer Experience (CX)
Join Our Team as a Remote Client Success Representative in Life Insurance – 100% Virtual! Our company specializes in life insurance, and we’re now fully remote, offering work-from-home positions that let you earn an outs…
Skills: Communication, Problem Solving, Adaptability, Teamwork, Self-Motivation
Join Our Team as a Remote Client Success Representative in Life Insurance – 100% Virtual! Our company specializes in life insurance, and we’re now fully remote, offering work-from-home positions that let you earn an outs…
Customer Experience Associate - Nordel Crossing, Surrey, BC (22.50 Hours/Week)
Surrey, British Columbia, Canada · On-site
Entry level$1.1B raised
Requisition ID: 267245 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. About the role As a Customer Experience Associate, you are the face, character and heart of ou…
Skills: Customer Service, Relationship Management, Sales, Digital Banking, Technical Skills
Relationship Manager - Surrey and Langley Branches
Sign up with Clera and we'll reach out the moment a role actually fits you — no more spraying applications into the void.
$66k–$79k/yr
Full-time
bachelor degree, professional certificate
Financial support for CFSA certification
Posted 43d ago
Apply by Sep 27
~40 hrs/week
Responsibilities
The Relationship Manager identifies lending, credit, and investment opportunities to meet the unique financial needs of members. They act as a brand ambassador to support new member acquisition while deepening existing relationships through trusted advice.
Requirements
Candidates must have a minimum of five years of experience in a bank or credit union and hold or be willing to obtain a CFSA designation. A post-secondary education in finance or business and the Investment Funds in Canada certification are also required.
Full job description
Location(s): Grandview Corners Branch
Job Type: Full Time Regular
myWork Program: Office
Starting Salary Range: $65,800.00 - $79,000.00
Background Screening Requirement:
Enhanced Criminal Record Check
Credit Check
Identity Verification
Employment Verification
References
Job Purpose
At most Financial Institutions this position is normally called a Senior Financial Advisor, but at Coast Capital Savings, we call this role a Relationship Manager. From identifying lending/credit and investments opportunities, to day-to-day banking needs for our members, the Relationship Manager is a Coast Capital ambassador in our branches, putting members first and finding solutions to their unique financial needs. Through championing Coast Capital’s values and purpose, the Relationship Manager will support new member acquisition while deepening relationships with existing members through providing trusted advice. Join a leader in the financial services that provides simple financial help with our innovative products and services.
This is a Ready Now position. The successful candidate will complete training at our Grandview Corners branch and, upon completion, will be permanently assigned to a branch in Surrey or Langley.
Accountabilities
Get to know your members on a deeper level by asking the right questions so you can deliver a positive and unexpected customer experience.
Use your banking expertise to match your customer’s needs with our high-quality core banking, lending, and investment options.
Collaborate with other teams in the branch to uncover and refer general insurance, complex investment needs, personal insurance, and small business needs.
Engage your customers in the “Where You’re at Money Chat” and maximize every opportunity to help customers manage, save, grow, and protect their financial well-being.
Help Coast change the way Canadians feel about banking, forever.
Skills & Qualifications
Experience helping customers in either a bank or a credit union for a minimum five years.
Must hold a CFSA designation or be willing to obtain it within 18 months of their start date. Alternatively, recognized accreditations such as PFP, CFP, or QAFP may satisfy this requirement (Financial support for CFSA certification may be available).
Post-secondary education in finance, business administration or a related field.
Investment Funds in Canada is a requirement.
Solid understanding of day-to-day banking, complex investment, and lending products.
You are a sales pro and have an x-ray vision to spot sales and referral opportunities.
You like to build relationships with a wide variety of people and want to help them with simple financial needs.
You are a multi-tasker, able to prioritize and organize what needs to get done coupled with a high attention to detail.
Equity, Diversity & Inclusion at Coast Capital
Don’t meet every single requirement? At Coast Capital, we believe everyone has potential. We are committed to building better, brighter, more inclusive futures for everyone – including our employees. We see the potential in our employees to achieve amazing things and want to invest in your future. If you’re excited about this career opportunity and your experience may not perfectly align with every qualification in this job posting, we still encourage you to apply. You may be just the right candidate for this or other opportunities at Coast Capital.
At Coast Capital, we are committed to equity, diversity and inclusion. We strongly encourage applications from Indigenous Peoples, Black, and racialized persons, persons with disabilities, people of diverse sexual and gender identities and women. We value applicants who have demonstrated a commitment to equity, diversity and inclusion and recognize that diverse perspectives, experiences and expertise benefit of our employees, our members, and our community.
Coast Capital is committed to providing an accessible recruitment experience. If you are a candidate with a disability and require accommodation(s) during any stage of the recruitment process, please contact us at [email protected] or 778-391-5836. This contact is intended solely for inquiries or feedback related to accessibility barriers, accommodation requests or alternate format requests. We will work with you to ensure your needs are met. You will only receive a response to inquiries related to these topics.
At Coast Capital, we’re not dreaming about a better future, we’re building one.
Part of the Coast Capital Savings Federal Credit Union family of brands, we’ve been unlocking financial opportunities that positively impact people and communities for more than 85 years. We believe that every Canadian deserves a financial partner who actually cares how things turn out and driven by our social purpose, we look at everything we do through the lens of how we can help our members, employees, and communities.
We’re proud to be a Certified B Corporation™ and part of a global movement building a more inclusive, equitable and regenerative economic system. We’re deeply committed to making our financial cooperative a great place to work as demonstrated by some of our accolades. Coast Capital is a platinum member of Canada’s Best Managed Companies and one of Canada’s Most Admired Corporate Cultures.
Offices: 800 - 9900 King George Blvd, Surrey, BC, Surrey, BC V3T 0K7, CA
How many Finance & Accounting jobs are open in Surrey, Canada right now?
There are currently 148 open finance & accounting positions in Surrey, Canada listed on Clera. New openings are added daily as companies post roles.
Which companies are hiring for Finance & Accounting roles in Surrey, Canada?
Companies currently hiring include Westland Insurance Group Ltd., Fraser Health Authority, RBCx, TD, Coast Capital, among others. Browse the listings above to see every active employer.
Are there remote or hybrid Finance & Accounting jobs in Surrey, Canada?
Yes — 64 of the 148 open finance & accounting positions offer remote or hybrid work (23 remote, 41 hybrid).
How do I apply for Finance & Accounting jobs in Surrey, Canada?
Each listing links directly to the employer's application page. Apply early — fresh listings get the most recruiter attention in the first two weeks.