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 reportsOversee lifecycle management from onboarding to complianceEnsure transactions are executed accurately and timelyMaintain organized client records within SalesforceCoordinate with internal teams for smooth executionRequirements:5–7+ years of experience in investment operationsProven leadership skills with team management experienceBachelor's degree or equivalentCIRO Registered Representative licensure requiredAdvanced Excel skills and familiarity with CRM systemsJoin as a key player in driving client engagement and operational efficiency across investment solutions.

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