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
Robust ability to communicate clearly, both verbally and in writing Become part of a cooperative culture dedicated to client success in Vancouver.

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