18 Aug
|
Canaccord Genuity Group
|
British Columbia
18 Aug
Canaccord Genuity Group
British Columbia
Join Canaccord Genuity as a full time Investment Associate in Vancouver and grow your career in investment analysis. This role emphasizes analytical skills and relationship building under the mentorship of Lori Pinkowski.
As a key member of the Pinkowski Wealth Management team, you will aid in administering discretionary portfolios and ensure a high standard of client services. The ideal candidate has 3-5 years of experience and demonstrates curiosity about market trends. You will assist in trade execution, monitor portfolios, and keep clients informed, making impactful contributions in a collaborative environment.
Key Responsibilities:
• Monitor and update model portfolios
• Support bulk trading and documentation
• Execute trades across various asset classes
• Assist with portfolio rebalancing tasks
• Summarize market news and trends for clients
Requirements:
• Good standing CIRO license required
• 3-5 years of experience in investment roles
• Strong communication and organizational skills
• Proficiency in Excel and portfolio management
• Desired knowledge in trading technologies
Bring your expertise to Canaccord Genuity and play a crucial role in delivering superior investment services.
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📌 Investment Associate Role at Canaccord Genuity (British Columbia)
🏢 Canaccord Genuity Group
📍 British Columbia