Support investment advisors in Vancouver using Canadian market knowledge, polished organization, and robust client administration skills. This immediate-hire role requires local eligibility.

Research Capital Corporation seeks an Investment Advisor Assistant for daily branch administration. You will support client appointments, inquiries, transactions, regulatory matters, and advisor communication. A finance-related education and financial services background support this position.

Key Responsibilities:

- Prepare investment advisors for client appointments
- Answer administrative client inquiries and provide market quotes
- Process accounts, transfers, trades, and other transactions accurately
- Manage incoming and outbound client calls
- Coordinate compliance matters with head office associates

Requirements:

- Already domiciled in the Greater Vancouver Area
- Legally able to work in Canada
- University degree or finance-related college diploma
- Three years of financial setting experience preferred
- Canadian Securities Course completion and required CIRO licensing

Bring Canadian market knowledge, discretion, and accurate transaction processing to support Research Capital Corporation investment advisors.

📌 Investment Advisor Assistant Vancouver
🏢 Research Capital
📍 Vancouver