This is a full-time on-site role for an Investment Associate located in Langley, BC. The Investment Associate is a direct assistant to a team of portfolio managers. The ideal candidate will exhibit high standards, excellent communication skills, and have an ability to take initiative, and prioritize daily tasks. A robust ability to take charge and meet tight deadlines will ensure your success in this role. Experience in financial planning or investment is a plus.
Key Responsibilities: Process account opening documents
Hold client onboarding and ongoing service meetings
Review documents in advance of meetings
Work with online systems to upload documents to custodians
Process trades in client accounts and fund custodian accounts
Service client accounts, including email inquiries and hold review meetings
Liaise with compliance and account services team members




Look for issues before they escalate and implement solutions
Maintain client relationships and get to know clients
Provide operational support, including ad hoc administrative support
Qualifications & Experience: Great attention to detail
Passion for client service with a lot of patience
Strong financial planning background and knowledge is a plus
Comfortable with technology and software
Enjoys helping others
Excellent written and verbal communication skills
Ability to work independently and as part of a team
Bachelor’s degree in Finance, Economics, Business, or a related field is a plus but not a requirement
Ability to work towards an advising representative registration or equivalent (portfolio manager)

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📌 Investment Associate (British Columbia)
🏢 Hoovest Group
📍 British Columbia