25 meilleures offres (investment representative, vancouver, bc) (à pourvoir)

Investment Assistant (Req 130)
Odlum Brown —Vancouver, BC
- De 70 000 $ à 80 000 $ par an
- Temps plein
- Microsoft Excel
- Salesforce
- Compétences rédactionnelles
Postuler rapidement
4 h
Investment Associate
Canaccord Genuity Corp. —Vancouver, BC
- De 50 000 $ à 60 000 $ par an
- Temps plein
- Microsoft Excel
- Expérience en gestion
- Salesforce
Investment Representative
Aviso Wealth —Vancouver, BC
- De 68 000 $ à 78 000 $ par an
- Temps plein
- Travail hybride
- Bilingue
- Anglais
- Finance
- Assurance Dentaire
Postuler rapidement
Bilingual Investment Representative
Aviso Wealth —Vancouver, BC
- De 68 000 $ à 78 000 $ par an
- Temps plein
- Travail hybride
- Bilingue
- Anglais
- Finance
- Assurance Dentaire
Postuler rapidement
Financial Service Representative in investment
National Bank of Canada —Vancouver, BC
- Temps plein
- Service à la clientèle
- Anglais
- Expérience administrative
- Programmes de Bien-être
- Programme d'Aide aux Employés
Associate Investment Advisor
Harbourfront Wealth Management —Vancouver, BC
- De 80 000 $ à 100 000 $ par an
- Travail hybride
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
Postuler rapidement
il y a 5 jours
Bilingual Investment Services Representative: Mandarin/English
Interactive Brokers —Vancouver, BC
- De 60 000 $ à 75 000 $ par an
- Travail hybride
- Bilingue
- Anglais
- Baccalauréat
- Assurance Invalidité
- Assurance Dentaire
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Financial Services Representative (BCGEU) - Downtown (12-Month Contract)
Vancouver City Savings Credit Union —Vancouver, BC
- 27,21 $ de l’heure
- Fins de semaine au besoin
- Logiciels de GRC/CRM
- Hospitalité
- Vente
- Jours fériés payés
- Assurance Dentaire
Registered Representative
Aviso Wealth —Vancouver, BC
- De 74 000 $ à 84 000 $ par an
- Temps plein
- Travail hybride
- Bilingue
- Service à la clientèle
- Anglais
- Assurance Dentaire
Postuler rapidement
il y a 4 jours
Senior Investment Associate
Canaccord Genuity Corp. —Vancouver, BC
- De 65 000 $ à 75 000 $ par an
- Temps plein
- Salesforce
- Microsoft Office
- Sens de l'organisation
Financial Planner
Canaccord Genuity Corp. —Vancouver, BC
- De 75 000 $ à 85 000 $ par an
- Temps plein
- Capacités de présentation
- Compétences en communication
Associate, Relationship Manager
Canaccord Genuity Corp. —Vancouver, BC
- De 70 000 $ à 75 000 $ par an
- Temps plein
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
Associate, Securities Services
Canaccord Genuity Corp. —Vancouver, BC
- De 50 000 $ à 55 000 $ par an
- Heures supplémentaires
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
8 h
Associate, Client Tax Reporting (6-Month Contract)
Canaccord Genuity Corp. —Vancouver, BC
- De 50 000 $ à 60 000 $ par an
- Temps plein
- Comptabilité
- Compétences en communication
- Gestion du temps
Specialist, Portfolio Operations
Canaccord Genuity Corp. —Vancouver, BC
- De 50 000 $ à 58 000 $ par an
- Temps plein
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
Associate, New Accounts Services
Canaccord Genuity Corp. —Vancouver, BC
- De 45 000 $ à 50 000 $ par an
- Temps plein
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
Administrative Assistant
Canaccord Genuity Corp. —Vancouver, BC
- De 45 000 $ à 55 000 $ par an
- Temps plein
- Salesforce
- Microsoft Office
- Sens de l'organisation
il y a 14 jours
Senior Payroll Accounting Analyst
Canaccord Genuity Corp. —Vancouver, BC
- De 90 000 $ à 100 000 $ par an
- Temps plein
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
International Trade Representative / Executive Assistant
Tri-Proto International Capital & Trade —Vancouver, BC
- De 18 $ à 25 $ de l’heure
- Temps plein
- Vente
- Anglais
- Microsoft Office
Postuler rapidement
Associate, Capital Markets and Investor Relations
Sandpiper Group —Vancouver, BC
- De 75 000 $ à 78 000 $ par an
- Temps plein
- Microsoft Office
- Finance
- Baccalauréat
Postuler rapidement
Chief Financial Officer (CFO)
Goli Nutrition —Vancouver, BC
- 220 000 $ par an
- Temps plein
- Finance
- Maîtrise
- Baccalauréat
- Programmes de Bien-être
- Assurance Dentaire
Postuler rapidement
Investment Advisor Assistant
Canaccord Genuity Corp. —Vancouver, BC
- De 45 000 $ à 50 000 $ par an
- Temps plein
- Salesforce
- Microsoft Office
- Sens de l'organisation
Associate Investment Advisor
CIBC —Vancouver, BC
- Temps plein
- Capacités de présentation
Investment Advisor
TD Bank —Vancouver, BC
- Temps plein
- Baccalauréat
- Congés payés
Financial Services Representative-Lonsdale
Vancouver City Savings Credit Union —North Vancouver, BC
- 27,21 $ de l’heure
- Temps partiel
- Logiciels de GRC/CRM
- Hospitalité
- Vente
- Jours fériés payés
- Assurance Dentaire
il y a 6 jours

Je souhaite recevoir la dernière alerte emploi pour les postes de ce type : investment representative (vancouver, bc)

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Investment Assistant (Req 130)

Odlum Brown
Vancouver, BC

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Détails du poste

Permanent | Temps plein
Il y a 4 heures

Compétences

Investissement
Microsoft Excel
Salesforce
Compétences rédactionnelles
Esprit d'analyse
Baccalauréat
Sens de l'organisation
Compétences en communication

Description complète du poste

WHO WE ARE
Anchored in our purpose to help clients achieve their financial goals, Odlum Brown has remained an independent, full-service investment firm for over 100 years. Wholly owned by its team members, the firm continues its tradition of leadership in the financial community as one of BC’s most respected investment firms.

THE OPPORTUNITY
We have an opportunity for an Investment Assistant to join our award-winning firm in the Vancouver office.
WHAT YOU’LL DO
In this role, you will join a Portfolio Manager and an existing assistant, providing dedicated support for discretionary portfolio management services to high-net-worth individuals.
The ideal candidate is client-focused and detail-oriented. You take ownership of your responsibilities, adapt to changing priorities, and contribute to a team culture that values client service and teamwork.
RESPONSIBILITIES
Portfolio and Administrative Support

Process transactions such as wires, EFTs, contributions, withdrawals, and transfers in a timely manner
Facilitate account opening and onboarding
Document transactions and client communications and ensure regulatory compliance
Maintain accurate records while protecting client confidentiality and privacy
Liaise with internal departments to facilitate client support
Update and maintain investment model spreadsheets and portfolio rebalancing
Attend internal research meetings and keep abreast of markets

Client Support and Relationship Management

Collaborate with the Portfolio Manager and client service teams to deliver seamless client experience and contribute to internal improvements
Respond to client calls and emails, resolve inquiries regarding account activity and performance, and escalate issues as needed in a timely manner
Maintain accurate client records and ensure compliance with KYC/AML regulations
Execute mutual funds, equity, model, and fixed income trades
Assist with new client onboarding
Ensure client files and documentation are up to date and accurate in Salesforce
Schedule and prepare materials for client meetings, including portfolio reviews and investment proposals
Support clients through the wealth management process by gathering relevant information, documents, and questionnaires and following up on tasks

COMPETENCIES

Analysis – Assess quantitative and qualitative data, information, or situations to understand key details, identify patterns or meaning, and translate insights into useful recommendations, decisions, or actions
Coordination – Prioritize, organize, and manage information, people, assets, resources, messages, tasks and/or activities to achieve a goal within timelines
Customer Service – Determine needs, capture relevant information, apply internal policies or regulations, and escalate and prioritize customer requests to answer inquiries, fulfill transactions, or resolve issues
Digital Literacy – Use technology, tools, and online resources to find, create, and communicate information or apply new digital tools or systems to our work while staying safe and responsible in digital environments
Product Knowledge – Maintain and deepen knowledge of company products, services and/or applications to align features, benefits, and uses to client or stakeholder needs
Regulatory Knowledge – Understand and apply relevant laws, regulations, and standards to meet legal and ethical requirements and reduce risk for clients and the organization

KNOWLEDGE AND EXPERIENCE

Minimum of 3 years of client-facing experience within the investment industry
Registration with CIRO as an Investment Representative in good standing, with a willingness to pursue Registered Representative registration
Intermediate to advanced knowledge of Microsoft 365 with expertise in Excel
Exceptional verbal communication skills
Strong writing skills with the ability to create clear, engaging, and professional content
Intermediate knowledge of Salesforce
Professional, tactful, and confident when interacting with clients
Exceptional attention to detail and organizational skills with the ability to work efficiently and accurately
Collaborative team member with a proven record of building trust and productive relationships
Strong analytical and organizational skills, with the ability to manage multiple priorities
Disciplined, motivated, and operates with a high level of accountability
Social media experience is an asset

WHAT WE OFFER
A 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 person’s contribution.
We 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 $70,000 – $80,000 per year, plus eligibility for a performance-based bonus.
Our team is growing, and we have room for one more exceptional individual. If this opportunity aligns with your experience and career goals, we invite you to submit your cover letter and resume by July 10, 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 employment.
We 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 [email protected].
We 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.

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investment representative emplois - vancouver, bc

Investment Assistant (Req 130)

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Je souhaite recevoir la dernière alerte emploi pour les postes de ce type : investment representative (vancouver, bc)

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