Investment Assistant (Req 140)

THE OPPORTUNITYWe have an opportunity for an Investment Assistant to join our award-winning firm in the Vancouver YOULL DOWorking with Portfolio Managers Tannis Calder and Mary MacDonald on a four-person team the ideal candidate is client-focused and detailed-oriented. You take ownership of your responsibilities adapt to changing priorities and contribute to a culture that values client service teamwork and continuous growth. We are passionate about building long-term relationships with clients and guiding them through all stages of life with personalized investment you are looking for a long-term opportunity with Portfolio Managers who support professional development and high standards we would love to meet and Administrative SupportProcess wires EFTs contributions withdrawals and transfers transactions in a timely mannerFacilitate account openingPrepare investment performance and quarterly reportsDocument transactions and client communications and ensure regulatory complianceUpdate and maintain investment model spreadsheets and portfolio rebalancingAttend internal research meetings and keep abreast of marketsClient Support and Relationship ManagementCollaborate with the Portfolio Managers and client service teams to deliver a seamless client experience and contribute to internal improvementsRespond to client calls and emails resolve inquiries regarding account activity and performance and escalate issues as neededMaintain accurate client records and ensure compliance with KYC/AML regulationsExecute mutual fund equity and fixed income tradesSchedule and prepare materials for client meetings including portfolio reviews and investment proposalsMarketing and Social MediaSupport the creation and distribution of various client and prospect communication piecesCoordinate client and prospect eventsCOMPETENCIESAnalysis Assess quantitative and qualitative data information or situations to understand the most important details identify patterns or meaning and translate it into useful recommendations decisions or actionsCoordination Prioritize organize and manage information people assets resources messages tasks and/or activities to achieve a goal within timelinesCustomer Service Determine needs capture relevant information apply internal policy or regulation and escalate and prioritize the requests of customers to answer inquiries fulfill transactions or resolve issuesDigital Literacy Use technology tools and online resources to find create and communicate information or apply new digital tools or systems to do our work while staying safe and responsible in digital environmentsProduct Knowledge Maintain and deepen knowledge of company products services and/or applications in order to align features benefits and uses to client or stakeholder needsRegulatory Knowledge Understand and apply relevant laws regulations and standards to meet legal and ethical requirements and reduce risk for clients and the organizationKNOWLEDGE AND EXPERIENCEMinimum 3 years of client-facing experience within the investment industryRegistered with CIRO as an Investment Representative in good standing and in pursuit of a Registered Representative registrationIntermediate knowledge of Microsoft 365 (Word Excel and Outlook)Intermediate knowledge of SalesforceKnowledge of Broadridges Dataphile is an assetStrong verbal and written communication skills to create clear engaging and professional contentArticulate tactful and confident interacting with clientsExceptional attention to detail and skilled at working efficiently and accuratelyTeam player with a proven record of building trusting and productive relationshipsStrong analytical and organizational skills with the ability to manage multiple prioritiesSelf-motivated driven and operates with a high level of accountabilityWHAT WE OFFERA culture of openness collaboration and respect is foundational to our firm. We are a diverse driven group of individuals who genuinely care about one another and value each persons offer a competitive and equitable total rewards package including mentorship programs and meaningful professional development to support your continued growth. The expected salary and commission range for this role is $70000 $80000 per year plus eligibility for a performance-based team is growing and we have room for one more talented professional. If this opportunity aligns with your experience and career goals we invite you to submit your cover letter and resume by October 9 2026. Candidates must be legally eligible to work in Canada. Any employment restrictions must be disclosed at the time of application with supporting documentation provided prior to a potential offer of are committed to fostering an inclusive and accessible workplace where all team members feel valued and supported. If you require accommodation during the recruitment process please email us at appreciate your interest and thank you for considering this opportunity. We will contact candidates whose qualifications most closely align with the requirements for the role.

Required Experience:

Junior IC