Elevate your career as a licensed Investment Advisor Assistant with an advisory investment firm in downtown Vancouver, BC. Support a team managing global clients through exceptional service and operational excellence.
This pivotal career-track role seeks a dedicated professional who excels in transactional capital markets and thrives in a fast-paced deal-side environment. You will directly support Investment Advisors, handling diverse responsibilities from client inquiries to managing compliance documents. Your commitment to building strong client relationships is fundamental as you contribute to the firm's growth ambitions.
Key Responsibilities:
• Serve as a primary contact for client inquiries and account updates
• Provide administrative support to enable team focus on acquisitions
• Coordinate trade execution,



order entry, and settlement follow-ups
• Manage client onboarding and regulatory paperwork efficiently
• Prepare client reports and correspondence for the advisory team
Requirements:
• Completion of Canadian Securities Course (CSC)
• Minimum 2 years as investment advisor or trading assistant
• Proficient with Dataphile or similar platforms
• Strong understanding of capital markets operations
• Exceptional communication skills and client-first mindset
Be part of a team dedicated to providing top-tier investment services in a dynamic market setting.
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📌 Investment Advisor Assistant in Vancouver
🏢 Confidential
📍 Vancouver