Investment Associate
On-site · Vancouver, British Columbia, Canada
Job Summary
Jointly support portfolio management by executing trades and helping rebalance client portfolios; coordinate meetings for Advisors with clients/prospects; provide proactive client service and timely responses to inquiries; assist with client onboarding, maintain client accounts and files, and ensure documentation compliance with internal controls and regulations; liaise with departments for execution, manage timelines, and identify opportunities to engage clients with accurate account information and reporting.
Required Qualifications
- Post-secondary degree in finance or a related area of study
- Minimum of 2 years of professional work experience within the investment industry
- Must-have Canadian Investment Regulatory Exam (CIRE)
- Meticulous attention to detail and excellent time management
- Strong Microsoft Office Suite skills
- Excellent communication skills, verbal and written
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