Deliver exceptional client service as a Senior Investment Associate. Manage operations, mentor staff, and ensure effective product coordination in a dynamic workplace.
This hands-on role emphasizes leadership, client support, and operational oversight. You will collaborate with both Advisors and external partners, leading a team of Associates to ensure timely execution of services and solutions. Your detail-oriented approach will drive a culture of excellence and continuous improvement.
Key Responsibilities:
• Lead the preparation of client proposals and reports
• Oversee lifecycle management from onboarding to compliance
• Ensure transactions are executed accurately and timely
• Maintain organized client records within Salesforce
• Coordinate with internal teams for smooth execution
Requirements:
• 5–7+ years of experience in investment operations
• Proven leadership skills with team management experience
• Bachelor’s degree or equivalent
• CIRO Registered Representative licensure required
• Advanced Excel skills and familiarity with CRM systems
Join as a key player in driving client engagement and operational efficiency across investment solutions.
#J-18808-Ljbffr

📌 Client-Focused Senior Investment Associate (Vancouver)
🏢 Canaccord Genuity Group
📍 Vancouver