Investment Advisor Assistant
Harbourfront Wealth Management - West Vancouver, BC

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Investment Advisor Assistant

Job Overview

Imagine working in a challenging, fast paced environment assisting the Investment Advisor in managing existing investment portfolios and developing new business, by providing service directly to clients, including the provision of investment information, taking buy/ sell orders, responding to account inquiries, and so much more.

While working in collaboration with an Investment Advisor, you will be helping clients and partners achieve what matter to them.

Job Requirements

– Must demonstrate a strong ability to build and foster successful relationships with clients and partners
– The ability to demonstrate sufficient basic understanding of investment portfolios and current knowledge of daily market activities in order to adequately provide and explain information to clients
– The capacity to inform and advise clients of maturing money market instruments, tender offers, redemptions, as well as matters in relation to dividends and interest
- The knowledge of how to re-invest funds as requested and knowledge of procedures related to buy/sell offers from clients and completing trade tickets

Qualifications
- Must have successfully completed the Canadian Securities Course (CSC) and Conduct and Practices Handbook (CPH)
- Must be currently registered or hold an Investment Representative status
- Must have previous experience within the financial industry
- Must have basic understanding of investment portfolios and current knowledge of daily market activities
- Working knowledge of various quotation equipment and computer software including word processing, spreadsheet and industry specific software.
- Should have organizational and administrative skills required to perform activities with varying degrees of priority.

**No telephone calls or recruitment agencies please.

**While we appreciate all applications only those whose background and experience closely match this role will be contacted.


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