Step into an Investment Assistant role in Vancouver with a renowned financial services firm. Engage with high-net-worth clients and assist in managing discretionary portfolios with precision and care. This vital role requires collaborating closely with a Portfolio Manager and an assistant, focusing on detailed administrative support and client relations.

Top candidates will demonstrate strong organizational skills and a keen understanding of investment operations while adapting to ever-changing priorities. Key Responsibilities:

- Process account transactions efficiently and accurately
- Support account openings and facilitate client transitions
- Ensure all documentation adheres to regulatory standards
- Maintain and protect client confidentiality while recording interactions
- Participate in portfolio rebalancing and investment trades Requirements:
- At least 3 years of client interaction experience
- CIRO registration as an Investment Representative required
- Intermediate to advanced Microsoft 365 skills, mainly Excel
- Knowledge of Salesforce and investment platforms
- Strong ability to communicate clearly, both verbally and in writing Become part of a team-oriented culture dedicated to client success in Vancouver.

📌 Vancouver Investment Support Specialist
🏢 Odlum-Brown-1
📍 Vancouver