At a Glance
- Tasks: Support Investment Advisors with client appointments and administrative tasks in a dynamic financial environment.
- Company: Join Research Capital Corporation, one of Canada's largest independent investment firms.
- Benefits: Gain valuable experience in finance with opportunities for growth and development.
- Other info: Immediate hire for candidates in Greater Vancouver Area; excellent team culture.
- Why this job: Kickstart your career in finance while making a real impact on clients' financial journeys.
- Qualifications: University degree or college diploma in finance; CIRO licensing required.
The predicted salary is between 47250 - 57750 $ per year.
We are seeking a skilled Investment Advisor (IA) Assistant for our Vancouver office. Drawing on your background and/or education in the financial services industry, you will use your knowledge of the Canadian market to support the daily administration needs of an IA in this branch. You have polished organizational skills and are self-motivated with an excellent, "can-do" work ethic. This is an immediate hire position and therefore only candidates already domiciled in the Greater Vancouver Area and legally able to work in Canada will be considered.
Key Responsibilities:
- Assist IA in preparing for client appointments
- Respond to client inquiries on administrative questions
- Provide market information or quotes to clients
- Follow up with prospective clients and clients on active inquiries
- Communicate effectively with the advisors you support
- Manage incoming/outbound client phone calls
- Ensure client accounts are processed accurately including account opening/closing and transfers
- Communicate with head office associates on compliance and operations matters
- Process trades and other transactions
- Maintain a current understanding of the regulatory landscape
Your Skills:
- Work well individually and as part of a team
- Skilled in Microsoft Office
- Quick learner adept to grasping new technologies and processes
- Organized, focused and capable of working under tight deadlines
- Discreet and experienced in handling confidential client information
- Successful completion of the Canadian Securities Course (or in the process of completion)
- Keen problem-solving skills with the ability to think quickly on your feet
Your Qualifications:
- University degree or college diploma in a finance related discipline
- Three (3) years of experience in a financial setting is preferred
- CIRO licensing is required
We wish to thank all candidates for their interest but only those applicants selected for an interview will be contacted. Thank you for your understanding.
Investment Advisor Assistant in Vancouver employer: Research Capital Corporation
Research Capital Corporation is an exceptional employer located in the vibrant city of Vancouver, offering a dynamic work environment that fosters professional growth and collaboration. With a strong emphasis on employee development, we provide comprehensive training and support to help you excel in your role as an Investment Advisor Assistant. Our commitment to innovation and a supportive culture ensures that you will thrive while contributing to our legacy as one of Canada's largest independent investment firms.
Contact Details:
Research Capital Corporation Recruitment Team
