Investment Assistant (Req 150)

THE OPPORTUNITYWe have an opportunity for an Investment Assistant to join our Vancouver YOULL DOIn this role you will support two Portfolio Managers on a three-person team. You will play an important role in delivering a high standard of client service supporting day-to-day portfolio administration and contributing to a collaborative team environment. The successful candidate is client-focused detail-oriented and accountable with the ability to adapt to changing priorities while maintaining accuracy and you are interested in a long-term opportunity with Portfolio Managers who support professional development and high standards we encourage you to and Administrative SupportProcess wires EFTs contributions withdrawals and transfers transactions in a timely mannerExecute mutual fund equity and fixed income tradesFacilitate account openingPrepare investment performance and quarterly reportsDocument transactions and client communications and ensure regulatory complianceClient Support and Relationship ManagementCollaborate with 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 regulationsSchedule 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 2 years of relevant client-facing experience preferably within the investment industryRegistered with CIRO as an Investment Representative in good standingIntermediate knowledge of Microsoft 365 including Word Excel and Outlook; experience with Copilot is an assetKnowledge of Broadridges Dataphile and/or Salesforce is an assetStrong verbal and written communication skills to create clear engaging and professional contentAble to communicate professionally and tactfully with clients and colleaguesExceptional attention to detail and skilled at working efficiently and accuratelyCollaborative and able to build effective working relationshipsStrong analytical and organizational skills with the ability to manage multiple prioritiesAccountable proactive and able to work with a high degree of ownershipWHAT 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 $60000 $70000 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.