Licensed Investment Associate Vancouver

Licensed Investment Associate Vancouver

04 Aug
|
Canaccord Genuity
|
Vancouver

04 Aug

Canaccord Genuity

Vancouver

Elevate your investment career with Canaccord Genuity as a licensed Investment Associate in downtown Vancouver. Support portfolio management, client services, and trading in a dynamic environment. Join the Pinkowski Wealth Management team, where you will play a key role in managing discretionary portfolio mandates.

This full-time position requires 3-5 years of relevant experience and strong analytical skills. You will provide trading support, monitor market conditions, and assist with investment research to enhance client service. Key Responsibilities:

- Monitor and update proprietary model portfolios
- Assist in trade execution and portfolio rebalancing
- Support administration of client accounts and documentation
- Track and summarize market-moving news and events
- Prepare investment notes and client-friendly communications Requirements:
- Good standing CIRO license with CSC and CPH
- 3-5 years of investment experience required
- Robust knowledge of Excel and portfolio management
- Effective communication and organizational skills
- Experience in trading or portfolio management preferred Actively engage in investment management, portfolio administration, and client support with Canaccord Genuity.

📌 Licensed Investment Associate Vancouver
🏢 Canaccord Genuity
📍 Vancouver

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