Best professionals offering financial advisor services in Surrey
Get free quotes from professionals.
Maria Villaroman
Cage Cashier
Customer Service / Support
I consider my self highly motivated and driven individual. With passion for growth and learning.Throughout my career I gained valuable experience in d ...
Akhibi Efe
Financial Advisor/ Insurance Agent
Insurance
I am a Licensed Insurance agent with the Alberta Insurance Council. I am Passionate about helping people win with their finances. As an Entrepreneur i ...
Mohamed Amine Moussa
Financial advisor
Accounting / Finance
I have a solid knowledge about investment vehicles and products
Ahad Choudhury
I'm a financial advisor and I advise people
Accounting / Finance
I advise on clients financial need by doing their financial need analysis.
Shay Finlay
Entrepreneur + Event Planner
Marketing / Advertising / Public Relations
I have a very high level of attention to detail and I am highly organized by nature, ensuring my work follows compliance, government regulations, inte ...
Adam Modiu
Accountant & Financial advisor
Accounting / Finance
I am a professionally qualified chartered accountant, (with progress in CPA), with over two decades of works experience in audit, accounting, tax, fin ...
Muhammad Ali
Syed Muhammad Ali
Banking / Loans
A trusted financial professional with progressive Canadian/International commercial/business banking career in sales, operations, digital innovation, ...
Sokyi Hok
Realtor
Accounting / Finance
Agents immobiliere · anciennement conseillère en sécurité financière et éducatrice spécialiser
Sk TJ (Tj)
Tech support
Customer Service / Support
I have worked in the banking industry as a customer relationship manager and also fianncial advisor and then moved to the tech side and was a tech su ...
Oluwatosin OGUNBOYE
Financial & Customer Services Representative
Accounting / Finance
I am a results-driven finance and client service professional with proven experience across banking, financial advisory, account management, and custo ...
Financial Advisor Services in Surrey, Metro Vancouver Regional District
About the Service
A financial advisor provides professional guidance on managing personal finances, investments, and retirement planning.
Requirements and Qualifications
To become a financial advisor, one typically needs a bachelor's degree in finance, economics, or a related field. Many professionals also obtain certifications such as the Chartered Financial Analyst (CFA) or Certified Financial Planner (CFP) designations.
Choosing the Right Financial Advisor
When selecting a financial advisor, consider their experience, qualifications, and investment philosophy. It's essential to find someone who understands your financial goals and risk tolerance.
Questions to Ask a Financial Advisor
- What experience do you have in financial planning?
- What certifications do you hold?
- Can you provide examples of your investment strategies?
- How do you communicate with clients?
- What are your fees and how do you charge?
Useful References
The Financial Planning Association (FPA) and the CFA Institute are reputable organizations that provide resources and information on financial planning and investing.
Average Prices for Financial Advisor Services in Surrey, Metro Vancouver Regional District
The average hourly fee for a financial advisor in Surrey, Metro Vancouver Regional District can range from $100 to $250 CAD per hour. The total cost will depend on the complexity of the services required and the advisor's experience.
Requesting a Quote for Financial Advisor Services
To request a quote for financial advisor services, you can contact professionals directly or use a platform that connects clients with financial advisors. Be sure to provide detailed information about your financial situation and goals to ensure you receive accurate quotes and find the right advisor for your needs.
Fees for Financial Advisor freelancers
The average daily fee for the experienced freelancers is $200 CAD.
The fee varies depending on the city in which the are located. For instance, the average daily for a Financial Advisor in Vancouver is $250 CAD while in Calgary is $225 CAD or in Toronto is $220 CAD.
financial advisor jobs near Surrey
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Financial Advisor
3 weeks ago
Envision Financial, a division of First West Credit Union MissionWe are currently seeking a Financial Advisor to join our team. · The Financial Advisor provides exceptional customer service to current and potential members by offering a full range of deposit/investments and complex lending services.This role identifies member life stage cycle ...
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Senior Financial Advisor
1 month ago
TalentSphere Staffing Solutions Vancouver, British ColumbiaThis dream opportunity for the experienced "hunter" who loves to sell offers a unique business model with a top-down approach to business. You'll have an incredible back office for steady support and will conduct consultative meetings with potential investors identifying their fi ...
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Financial Advisor
1 month ago
CIBC RichmondWe'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. · Build and grow a dedicated client portfolio through relationship management, financial services support, and exc ...