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 • Robust 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. #J-18808-Ljbffr
📌 Investment Associate Role at Canaccord Genuity (Winnipeg)
🏢 Canaccord Genuity Group
📍 Winnipeg
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