Licensed Investment Associate in Vancouver

Licensed Investment Associate in Vancouver

30 Jul
|
Canaccord Genuity Group
|
Vancouver

30 Jul

Canaccord Genuity Group

Vancouver

Elevate your career in investment with Canaccord Genuity as a full time licensed Investment Associate in downtown Vancouver. Under the guidance of top Portfolio Manager Lori Pinkowski, you'll enhance your analytical and relationship-building skills.
Joining the Pinkowski Wealth Management team means supporting discretionary portfolio management and client service activities. We're seeking a proactive and detail-oriented candidate with 3-5 years of relevant experience in trading or portfolio management. You will assist with trade execution, monitor market trends, and contribute to client communications, fostering lasting relationships in our high-performing environment.
Key Responsibilities:
• Assist with monitoring proprietary model portfolios
• Support trade execution across equities and fixed income




• Handle daily administrative tasks for client accounts
• Prepare client communications on market conditions
• Track economic developments and summarize news flow
Requirements:
• CIRO license required (CSC, CPH)
• 3-5 years of relevant investment experience
• Strong analytical and communication skills
• Knowledge of Excel and portfolio management tools
• Familiarity with AI applications in finance
Contribute your skills to a dynamic investment team at Canaccord Genuity, where your analytical mindset and client focus will thrive.
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📌 Licensed Investment Associate in Vancouver
🏢 Canaccord Genuity Group
📍 Vancouver

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