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Publié il y a 19 jours

Investment Advisor Assistant

@ Research Capital Corporation

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Vancouver, Colombie-Britannique

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SIGNAUX

Responsabilités :

  • Assist IA in preparing for client appointments
  • Respond to client inquiries on administrative questions
  • Provide market information or quotes to clients
  • Follow up with prospective clients and clients on active inquiries
  • Communicate effectively with the advisors you support
  • Manage incoming/outbound client phone calls

Résumé des exigences :

  • Drawing on your background and/or education in the financial services industry, you will use your knowledge of the Canadian market to support the daily administration needs of an IA in…
  • Work well individually and as part of a team
  • Skilled in Microsoft Office 10
  • Quick learner adept to grasping new technologies and processes
  • Organized, focused and capable of working under tight deadlines
  • Discreet and experienced in handling confidential client information
Source et dates

Type de source non vérifié · apify-linkedin

Date publiée par l’employeur
2026-10-22
Première détection par notre source
2026-11-10
Mise à jour du dossier source
2026-11-10

Ces dates décrivent le dossier source, pas une vérification en direct du recrutement. Consultez l’offre originale.

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Research Capital Corporation

Toutes ses offres
Description

We are seeking a skilled Investment Advisor (IA) Assistant for our Vancouver office. Drawing on your background and/or education in the financial services industry, you will use your knowledge of the Canadian market to support the daily administration needs of an IA in this branch. You have polished organizational skills and are self-motivated with an excellent, “can-do” work ethic.

Qualified candidates should forward their resume to Patricia Foster at [email protected].

Key Responsibilities:

  • Assist IA in preparing for client appointments
  • Respond to client inquiries on administrative questions
  • Provide market information or quotes to clients
  • Follow up with prospective clients and clients on active inquiries
  • Communicate effectively with the advisors you support
  • Manage incoming/outbound client phone calls
  • Ensure client accounts are processed accurately including account opening/closing and transfers
  • Communicate with head office associates on compliance and operations matters
  • Process trades and other transactions
  • Maintain a current understanding of the regulatory landscape

Your Skills:

  • Work well individually and as part of a team
  • Skilled in Microsoft Office 10
  • Quick learner adept to grasping new technologies and processes
  • Organized, focused and capable of working under tight deadlines
  • Discreet and experienced in handling confidential client information
  • Successful completion of the Canadian Securities Course (or in the process of completion)
  • Driven to deliver client service excellence
  • Keen problem-solving skills with the ability to think quickly on your feet

Your Qualifications:

  • University degree or college diploma in a finance related discipline
  • Three (3) years of experience in a financial setting is preferred
  • CIRO licensing is required

This is an immediate hire position and therefore only candidates already domiciled in the Greater Vancouver Area and legally able to work in Canada will be considered.

Qualified candidates should forward their resume to Patricia Foster at [email protected].

We wish to thank all candidates for their interest but only those applicants selected for an interview will be contacted. Thank you for your understanding.

About Research Capital Corporation

In 1921, Research Capital Corporation was formed into what is today one of Canada’s largest, independent, full-service investment firms. From the pre-boom markets of the early 20s through the crash of ’29, Research Capital Corporation has demonstrated that our innovative, entrepreneurial formula has created a successful model for brokers in the industry, weathering even the most challenging market conditions.

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