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. #J-18808-Ljbffr

📌 Vancouver Based Investment Advisor Assistant (Winnipeg)
🏢 Confidential
📍 Winnipeg