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