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Investment Advisor Assistant

@ Haywood Securities

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Vancouver, Colombie-Britannique

Temps plein
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En bref

Haywood Securities is hiring a full-time Investment Advisor Assistant in Vancouver, BC, on site. The role supports the Sales team with client service, scheduling, account administration and personal assistant tasks. The posting states a 6:15 am start Monday to Friday, a salary of $42,000 to $48,000 plus potential variable commission, and the need to be flexible with hours.

Responsabilités :

  • Greeting clients and handling client calls
  • Scheduling meetings and managing calendars
  • Managing client accounts and paperwork
  • Liaising with departments and handling administrative tasks
  • Personal assistant duties such as banking and errands

Résumé des exigences :

  • Office-related experience required
  • Proficient in Microsoft Excel and Outlook
  • Excellent attention to detail for data entry
  • Excellent telephone manner and communication skills
  • Financial industry experience an asset
  • CSC completion an asset

Outils et compétences

Microsoft ExcelMicrosoft OutlookMicrosoft Office SuiteDataphile

Avantages mentionnés

Assurance maladieSoins dentairesAssurance vieAssurance invalidité
Source et dates

Site carrière / système de candidatures · ultipro

Date publiée par l’employeur
2026-07-08
Première détection par notre source
2026-10-08
Mise à jour du dossier source
2026-10-16

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

Détails du poste

NiveauDébutant
DomaineVentes
Heures par semaine40 (estimé)
Horairejour
Déplacementsavion : aucun · route : aucun
Milieu de travailBureau
PositionAssis et debout
Exigences physiquesphysique faible · ordinateur élevé
LanguesEnglish
Permis et certificationsCSC

Résumé et détails rédigés par l’IA à partir de l’offre; l’offre de l’employeur fait foi.

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Haywood Securities

Profil d’entreprise sauvegardé

Renseignements historiques provenant d’un profil The Jobs API sauvegardé (champs LinkedIn/Crunchbase). Ils ne sont pas vérifiés en temps réel; les chiffres peuvent avoir changé. Les valeurs manquantes restent inconnues.

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Description complète de l’entreprise

Haywood Securities is an investment firm that values its independence and its entrepreneurial spirit. Our analysts and advisors seek proven management in young companies that are built around fresh ideas with the potential for rapid growth in the energy, mining, technology and special situation sectors. Haywood offers these investment opportunities to a select group of qualified investors in both the institutional and retail markets. At Haywood, we foster long-term relationships with the companies we support through our often multiple financings in the capital markets and our ongoing advisory services. Our goal is not only to ensure the success of the venture, but also to build enduring value for our investors. We continually strive to enhance our practice of providing clients with ideas and investments that are well-founded and profitable. Our greatest strength lies in our skilled and dedicated employees who are supported by a work environment that promotes creativity and performance.

Abonnés LinkedIn
6 364
Personnes associées sur LinkedIn
284
Bureaux déclarés
  • Waterfront Centre, 200 Burrard Street, Suite 700, Vancouver, BC V6C 3L6, CA
  • Brookfield Place, 181 Bay Street, Suite 2910, PO Box 808, Toronto, ON M5J 2T3, CA
  • 808 First Street SW, Suite 301, Calgary, AB T2P 1M9, CA
Catégories d’activité
  • Investment & Asset Management
  • Finance
Autres noms enregistrés
  • HAYWOOD SECURITIES
  • Haywood Securities Inc.
Le profil indique une agence de recrutement
Non
Investissement total déclaré
0

La devise et la date d’observation ne sont pas fournies; ce n’est ni une valorisation actuelle ni une ronde de financement.

Toutes ses offres Site Web

Haywood Securities is an investment firm that values its independence and its entrepreneurial spirit. Our analysts and advisors seek proven management in young companies that are built around fresh ideas with the potential for rapid growth in the energy, mining, technology and special situation sectors. Haywood offers these investment opportunities to a select group of qualified investors in both the institutional…

ChampValeur
SecteurFinancial Services
Taille201-500 employees
Siège socialVancouver, BC
Type d’organisationPrivately Held
Fondée en1981
Offres sur Jobsy4
LinkedInVoir la page
Description

About Haywood

Haywood Securities is an investment firm that values its independence and its entrepreneurial spirit. Our analysts and advisors seek proven management in young companies that are built around fresh ideas with the potential for rapid growth in the energy, mining, technology and special situation sectors. Haywood offers these investment opportunities to a select group of qualified investors in both the institutional and retail markets.

Haywood is currently recruiting an Investment Advisor Assistant to join its Sales team. To be successful in this role, the successful candidate will be able to demonstrate their commitment to providing exceptional client service, attention to detail and a willingness to take on new responsibilities and challenges as they arise. The Investment Advisor Assistant position is the first and most important stepping stone into the front-end facing venture investing business, helping raise capital for exciting private and public businesses across Canada and globally.

Responsibilities include:

  • Greeting clients and handling client calls
  • Scheduling meetings and keeping calendar up to date
  • Managing client accounts
  • Handling all client paperwork and liaising with various departments as needed
  • Personal Assistant duties, including but not limited to; banking, handling dry cleaning, picking up lunch
  • Other administrative duties as required

Education & Qualifications:

  • Office related experience required
  • Experience in financial industry an asset
  • Dataphile knowledge an asset
  • Proficient in Microsoft Office Suite – Excel and Outlook
  • CSC completion an asset
  • Proficient in data entry with excellent attention to detail required

Skills & Key Attributes:

  • Excellent telephone manner
  • Pro-active with a great attitude
  • Complete tasks with minimal direction/supervision
  • Must be able to multi-task and manage multiple deadlines
  • Excellent written and verbal communication skills
  • Willingness to take Investment courses as requested by the Sales Team
  • Must be flexible with work schedule, hours may be varied

Why Haywood

Haywood understands that its greatest strength lies in our skilled and dedicated employees. Whether you are just starting out in the work force or beginning a new career path, Haywood offers a challenging environment well-suited to those with an entrepreneurial spirit.

Haywood believes in supporting its employees to enable them to meet their full potential. We offer competitive salaries as well as opportunities for professional and personal development. We also offer a full suite of competitive benefits which includes extended health, dental, long-term disability, life insurance and accidental death and dismemberment coverage.

Job Details

Status: Permanent full-time.

Location: Vancouver, BC – this role is onsite.

Compensation: $42,000.00 – $48,000.00 plus the potential to earn variable commission

Schedule: A start time of 6:15 am PST, in office, Monday to Friday

Please note to be considered for employment at Haywood, candidates will need to provide proof of eligibility to work in Canada. We would like to thank all candidates for their interest in this position, however only qualified candidates will be contacted. No phone calls will be accepted.

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