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 robust 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 collaborative culture dedicated to client success in Vancouver.
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📌 Vancouver Investment Support Specialist (British Columbia)
🏢 Odlum-Brown-1
📍 British Columbia