Investment Advisor Assistant in Vancouver

Become a pivotal part of Harbourfront Wealth as an Investment Advisor Assistant in Vancouver, BC. This role demands strong organization and detail orientation to support high-net-worth clients effectively.
At Harbourfront Wealth, we are searching for an accomplished Investment Advisor Assistant to enhance client services and assist our advisors. Your responsibilities will include managing operational tasks, processing trades, and ensuring service excellence. Versatility in a dynamic wealth management environment is essential for success in this role.
Key Responsibilities:
• Provide administrative support for trades and documentation
• Manage client onboarding and KYC updates
• Maintain accurate records in the CRM system
• Assist with preparation of financial plans
• Coordinate travel arrangements and meeting schedules
Requirements:
• Current Investment Representative registration with CIRO
• 2+ years of investment industry experience
• 2+ years of offic...