19 Aug
|
Canaccord Genuity
|
British Columbia
19 Aug
Canaccord Genuity
British Columbia
Join Canaccord Genuity as an Investment Associate in Vancouver and support portfolio mandates with your analytical expertise. This licensed full time role involves market monitoring and administrative tasks.
As a vital member of the Pinkowski Wealth Management team, you will focus on discretionary portfolio management and client service. Bring your proactive approach to assist with trade execution, portfolio rebalancing, and market research. The ideal candidate will have 3-5 years of experience and a robust understanding of investment strategies.
Key Responsibilities:
• Handle day-to-day portfolio management tasks
• Assist with client communications and service activities
• Monitor security prices and potential trade opportunities
• Track and summarize financial news and events
• Prepare investment notes and documentation
Requirements:
• Valid CIRO license (CSC, CPH) required
• 3-5 years relevant experience in investment
• Strong knowledge in trading and market analysis
• Excellent prioritization and detail-oriented mindset
• Knowledge of Dataphile, YCharts, Envestnet, an asset
Contribute your analytical skills and passion for investment with Canaccord Genuity in downtown Vancouver.
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📌 Investment Associate at Canaccord Genuity (British Columbia)
🏢 Canaccord Genuity
📍 British Columbia