Embark on a rewarding career as an Investment Advisor Assistant in downtown Vancouver, BC, with a firm specializing in Capital Markets. This role combines client service with critical operational support to enhance the advisory team's effectiveness.

Focus on transactional capital markets as you assist a team dedicated to serving retail and institutional investors. Your responsibilities will range from trade execution to managing documentation, ensuring compliance at every step. Relationship-building with clients is crucial as you help navigate their financial journeys through dedicated service.

Key Responsibilities:
• Handle client inquiries and service needs across all accounts
• Provide operational support in trade execution and confirmations
• Manage onboarding, account transfers,



and regulatory documents
• Maintain and update client records with attention to detail
• Prepare investment summaries and reports as needed

Requirements:
• Canadian Securities Course (CSC) completed
• Minimum of 2 years in investment advisory support
• Preferably proficient with Dataphile brokerage platform
• Understanding of capital markets and deal-side workflows
• Solid communication skills and client-first attitude

Join a proactive team where your skills will help foster long-lasting client relationships in the investment field.
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📌 Vancouver Based Investment Advisor Assistant (British Columbia)
🏢 Recognized
📍 British Columbia