28 Oct
|
Research Capital
|
Canada
28 Oct
Research Capital
Canada
Support investment advisors in Vancouver using Canadian market knowledge, polished organization, and solid 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 (Canada)
🏢 Research Capital
📍 Canada