Deliver exceptional client service as a Senior Investment Associate. Manage operations, mentor staff, and ensure effective product coordination in a energetic environment. This hands-on role emphasizes leadership, client support, and operational oversight.

You will collaborate with both Advisors and external partners, leading a team of Associates to ensure timely execution of services and solutions. Your detail-oriented approach will drive a culture of excellence and continuous improvement. Key Responsibilities:

- Lead the preparation of client proposals and reports
- Oversee lifecycle management from onboarding to compliance
- Ensure transactions are executed accurately and timely
- Maintain organized client records within Salesforce
- Coordinate with internal teams for smooth execution

Requirements:

- 5–7+ years of experience in investment operations
- Proven leadership skills with team management experience
- Bachelor’s degree or equivalent
- CIRO Registered Representative licensure required
- Advanced Excel skills and familiarity with CRM systems

Join as a key player in driving client engagement and operational efficiency across investment solutions.

📌 Client-Focused Senior Investment Associate (Vancouver)
🏢 Canaccord Genuity Group
📍 Vancouver