Skip to main content
Post your resume and find your next job on Indeed!

Investment Advisor Assistant jobs

Sort by: -
    • Support the team’s established investment process through data gathering and documentation;
    • Provide support in the preparation of investment notes, as well as…
    • Conduct financial needs and investment conversations.
    • We have a large, established client base and are looking for someone who can proactively develop those…
    • The successful candidate’s role will support a Wealth Management team in establishing and maintaining strong client relationships.
    • Meeting with clients to provide ongoing service, administrative assistance, and guidance on wealth management products and self-directed investment platforms.
    • Maintain model portfolios and implement approved investment changes.
    • Analyze client portfolios and identify rebalancing or investment opportunities.
  • View similar jobs with this employer
    • Professional presentation skills, including the ability to communicate investment concepts, financial planning ideas, and the team’s value proposition to high-…
    • Experience presenting investment and wealth planning strategies.
    • Assist with portfolio reviews and investment due diligence.
  • View similar jobs with this employer
    • Strong client relationships will focus on understanding each client’s unique needs, collaborating internally to develop /recommend investment strategies…
    • A clear route to independent advisor status and eventually owning your own book of business.
    • Montreal, QC · Full-time · On-site, 5 days a week.
    • Tu feras partie d’une classe à part permettant une performance d’exception.
    • Rencontrer des clients potentiels dans le but de les aider avec la gestion de leur…
    • Mutual fund and/or investment licensing required.
    • Identify wealth, investment, retirement, life insurance, and financial planning opportunities.
    • Working directly with a team of Investment Advisors where the focus is on client relationships and building a sustainable wealth management business;
    • This is an excellent opportunity for someone who enjoys building client relationships, supporting advisors, and gaining deeper exposure to portfolio management,…
    • You will review portfolios, recognize issues or opportunities and participate in investment-related discussions.
    • Develop and deliver financial-planning advice*.
    • High-net-worth clients recognize GT Wealth as the leading firm for estate planning, corporate tax savings, and the implementation of advanced financial tools.
Get e-mail updates for the latest Investment Advisor Assistant jobs

By creating a job alert, you agree to our Terms . You can change your consent settings at any time by unsubscribing or as detailed in our terms.

Career Resources:

Investment Associate
Canaccord Genuity Corp.
·
3.7
Vancouver, BC
$70,000–$90,000 a year
Full-time
Apply on company site

Job details

$70,000–$90,000 a year
Stock options
Full-time
Vancouver, BC

Full job description

Salary range: $70,000 to $90,000

Summary:

Are you looking to grow your career in the investment industry and be part of a dynamic, high-performing team? We are looking for a candidate who brings strong analytical and relationship building skills. Lori Pinkowski, one of the top Portfolio Managers at Canaccord Genuity and a well-known financial expert in the media, is seeking a full-time licensed Investment Associate to join her team in our downtown Vancouver office.

Canaccord Genuity is a full-service financial services firm committed to building lasting client relationships. As a key member of the Pinkowski Wealth Management team, the Investment Associate will support the management of our discretionary portfolio mandates through portfolio administration, market monitoring, trading support and investment research.

We are looking for a proactive, detail-oriented, and analytical professional who thrives in a fast-paced, investment-focused environment. The ideal candidate will support portfolio implementation and client service activities, including assisting with trade execution, portfolio rebalancing, account administration, and client communications. Strong communication, relationship-building, and organizational skills, along with a collaborative and client-focused mindset, are essential.

To learn more about the team, visit www.pinkowski.ca

Skills & Qualifications:

  • Good standing CIRO license (completion of CSC, CPH) is required;
  • 3-5 years of relevant experience;
  • Analytical, natural curiosity, innovative and creative thinker about markets;
  • Strong communication and writing skills;
  • A winning and positive attitude;
  • Highly motivated with the ability to work effectively, independently and as part of a team;
  • High attention to detail;
  • Strong knowledge of Excel;
  • Excellent prioritization and organizational skills, with the ability to multi-task and work effectively under pressure;
  • Experienced in a trading or portfolio management capacity an asset;
  • Technical analysis skills an asset;
  • CFA an asset;
  • CFP an asset;
  • Extensive knowledge of AI to improve efficiency;
  • Knowledge of Dataphile, YCharts and Envestnet an asset.

Research Support Responsibilities:

  • Assist with monitoring and updating proprietary model portfolios;
  • Support the team’s established investment process through data gathering and documentation;
  • Track and summarize news flow, earnings releases, and market-moving events;
  • Maintain regular updates on economic and market conditions and relay key highlights to the Portfolio Manager;
  • Provide support in the preparation of investment notes, as well as internal and external materials;
  • Assist in the preparation of client-friendly communications on market conditions, trends, and investment inquiries.

Trading & Portfolio Administration Support

  • Handle day-to-day administrative tasks related to portfolio management and client accounts;
  • Support bulk trading initiatives and ensure proper documentation and follow up.
  • Support trade execution processes across equities, fixed income, and FX;
  • Assist with portfolio rebalancing according to model guidelines;
  • Monitor security prices and flag potential entry or exit levels for review;
    Assist with managing client accounts, including tracking cash balances and debit positions

Benefits of working with Pinkowski Wealth Management:

  • Dynamic Team: Collaborate in a fast-paced, innovative environment;
  • Career Growth: Continuing education support and mentorship opportunities;
  • Competitive Rewards: Attractive salary, benefits, and CG stock sharing options;
  • Advancement Opportunities: Clear paths for internal growth and development.

All applications will be held in strict confidence.

In order to be considered for employment, candidates selected for interviews will be required to show proof of citizenship, permanent residence or eligibility to work in Canada with no restrictions.

We wish to thank all candidates for their interest but only those applicants selected for an interview will be contacted. No phone calls please. Thank you for your understanding.

#LI-SK1 #LI-Onsite #INDHP

All applications will be held in strict confidence.

In order to be considered for employment, candidates selected for interviews will be required to show proof of citizenship, permanent residence or eligibility to work in Canada with no restrictions.

Protecting your online safety:

Canaccord Genuity and its affiliates do not use text messages for recruitment purposes. If you have received a text message claiming to be from CG or an authorized representative regarding job recruitment, please treat as fraudulent and do not respond.

We wish to thank all candidates for their interest but only those applicants selected for an interview will be contacted. No phone calls please. Thank you for your understanding.

Let Employers Find YouUpload Your Resume