Support investment advisors in Vancouver using Canadian market knowledge, polished organization, and strong 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 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
