Investment Assistant - Vancouver

We have an opportunity for an Investment Assistant to join our award-winning firm in the Vancouver office. The ideal candidate is client-focused and detailed-oriented, adapts to changing priorities, and contributes to a culture that values client service, teamwork, and continuous ...

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 We have an opportunity for an Investment Assistant to join our award-winning firm in the Vancouver office The team compris ...

We have an opportunity for an Investment Assistant to join our award-winning firm in the Vancouver office. · Responsibilities include portfolio and administrative support, · client support and relationship management, · and analysis of quantitative data.Minimum 3-5 years' Investm ...

We have an opportunity for an Investment Assistant to join our award-winning firm in the Vancouver office. · ...

The Cash Management Group at Canaccord Genuity is seeking an Investment Advisor Assistant (Private Wealth Associate) to support our Private Wealth team. · ...

Salary Range: $45,000 - $50,000 · Who we are: · Canaccord Genuity (CG) is a leading independent full-service financial services firm, with operations in two principal segments of the securities industry: wealth management and capital markets. CG is driven by an unwavering commitm ...

The Cash Management Group at Canaccord Genuity is seeking a highly organized and detail-oriented Investment Advisor Assistant (Private Wealth Associate) to support our Private Wealth team. · We manage over $7 billion in client assets. · This role is integral to the day-to-day ope ...

We're looking for an energetic, detailed and organized individual to join our Wealth Management team in Vancouver. · The successful candidate's role will support a Wealth Management team in establishing and maintaining strong client relationships. Working directly with a team of ...

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 ...

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, t ...

Haywood Securities is seeking a licensed Investment Advisor Assistant to support a senior advisory team managing a global client base. This role is ideal for someone who is fully licensed, detail-oriented and looking to grow long-term within a capital markets–focused investment f ...

Support a top producing Financial Planner in meeting sales objectives by providing administrative service and support as an Investment and Retirement Planning Assistant. · ...

This position would entail working with 2 Investment Advisors as part of their small team. · The incumbent will work closely with the Investment Advisors and team members. · Greeting clients on arrival to meetings, · arranging Zoom conference calls · ...

As an Investment and Retirement Planning Assistant, you support a top producing Financial Planner in meeting sales objectives and related activities by providing value added administrative service and support. · Work environment is your home office, with flexibility to work at th ...

The Investment Operations Analyst will make a positive contribution through the execution and reporting of investment transactions and records. · Each day, this multi-faceted opportunity will keep you on your toes with value-add investment reporting, administration and analysis. ...

Caloah Private Equity is looking to hire an Associate (or Senior Associate), Private Equity within our Investment Management team. · ...

Bond Capital is looking to add a Senior Associate to its staff of investment management professionals. · ...

As an integral member of the principal investments team, you will work directly with the founding partners of Agentis on principal activities and will work with members of the advisory team where Agentis is making an investment in or alongside a client. · ...

We're looking for an onsite Senior Investment Associate in the wealth management industry in downtown Vancouver BC. · Work directly with the Investment Advisor and team to support client relationships and the ongoing growth of the wealth management business. · ...

Our Firm · Agentis Capital Partners ("ACP") operates as the family office of the founding partners of Agentis, a diversified platform with businesses spanning principal investments, financial advisory, capital markets, and asset management services. Since its founding in 2009, th ...