Investment Associate

This is a full-time on-site role for an Investment Associate located in Langley, BC. The Investment Associate is a direct assistant to a team of portfolio managers. The ideal candidate will exhibit high standards, excellent communication skills, and have an ability to take initiative, and prioritize daily tasks. A strong ability to take charge and meet tight deadlines will ensure your success in this role. Experience in financial planning or investment is a plus.

Key Responsibilities:

• Process account opening documents
• Hold client onboarding and ongoing service meetings
• Review documents in advance of meetings
• Work with online systems to upload documents to custodians
• Process trades in client accounts and fund custodian accounts
• Service client accounts, including email inquiries and hold review meetings
• Liaise with compliance and account services team members
• Look for issues before they escalate and implement solutions
• Maintain client relationships and get to know clients
• Provide operational support, including ad hoc administrative support

Qualifications & Experience:

• Great attention to detail
• Passion for client service with a lot of patience
• Strong financial planning background and knowledge is a plus
• Comfortable with technology and software
• Enjoys helping others
• Excellent written and verbal communication skills
• Ability to work independently and as part of a team
• Bachelor’s degree in Finance, Economics, Business, or a related field is a plus but not a requirement
• Ability to work towards an advising representative registration or equivalent (portfolio manager)