Current Career Opportunities

 

Retail Sales and Trading


Experienced Investment Advisor Career Opportunities at PI Financial Corp.

At PI, our Investment Advisors work in a non-bureaucratic and flexible work environment which allows them to do what they do best - putting our clients' interests first. We support a diverse range of Investment Advisors with a wide variety of needs, specializations and business models.

    At PI:
  • We are not focused on selling proprietary products and give our Advisors complete independence when advising their clients on the right investments for their portfolios
  • Our Advisors are supported by in-house research as well as a wide range of third party research
  • Our highly experienced Executive Team has directed the firm's growth for 30 consecutive years and offers our Advisors strong leadership and support

We are looking for successful, independent Advisors who are committed to their clients for the long term.

If you are interested in a career at PI as an Advisor please call Don Cromar
at 604-718-7511. We will keep your enquiry in the strictest confidence.

Experienced Investment Advisor Overview

 

 

Licensed Trader for Wealth Management/Trading group - Vancouver office

Full time hours 5:30am – 1:00pm

The successful candidate will be an experienced, licensed trader who is able to provide accurate, efficient and specialized trading support on a diverse range of assignments to help clients reach their financial goals. This is not a proprietary trading position.

    Main responsibilities include:
  • Order execution and daily management of equities, options, and commodity futures within client portfolios
  • Ensure accurate and timely post-execution allocation, confirmation, and reporting of all portfolio security trades
  • Verify and correct any errors or omissions in daily transaction summaries
  • Work with the back office to identify, investigate and resolve portfolio discrepancies and market settlement problems
  • Maintain current knowledge of, and comply with, all compliance regulations, securities laws, risk & confidentiality requirements
  • Ensure satisfactory resolution of client enquiries and take ownership of coordinating responses with other departments as necessary
  • Provide market quotes, and other order management requirements
    Education/Accreditations:
  • Completion of the Canadian Securities Course and Conduct and Practices Handbook
  • Completion of the Trader Training Course
  • Completion of the Derivatives Fundamentals, Options Licensing Course and Futures Licensing Course preferred
  • Undergraduate Degree or Community College Diploma preferred
    Other Qualifications/Skills/Experience:
  • Ability to effectively multi-task under pressure in a fast-paced environment, while maintaining attention to detail
  • Participate fully as a member of the team and contribute to a positive work environment

To apply, please email your resume to: careers@pifinancialcorp.com

We appreciate your interest in this position, however, only applicants selected to participate in the interview process will be notified.

 

Research

There are currently no open positions.

 

 

Institutional Sales & Trading


Institutional Equity Sales, Toronto office

PI Financial Corp. is a leading, employee-owned, Canadian based Investment Dealer providing a full range of investment products and services for individual, corporate and institutional investors. With over 250 employees in offices in Vancouver, Victoria, Kelowna, Prince George, Calgary, Regina, Winnipeg, and Toronto, PI is one of Canada's top independent investment banks for small to mid-cap Canadian companies and has expertise in the resource, technology, life sciences, alternative energy, and consumer discretionary sectors. Our Investment Advisors offer more than 40,000 clients a comprehensive range of investment products and services including: access to Canadian and US equities, fixed income, mutual funds, options, commodities/futures, retirement plans, life insurance and tax advantaged products. PI's Capital Markets division has grown to become one of Canada's leading investment banks for small to mid-cap companies and offers a full range of research, investment banking, advisory, and institutional sales and trading services.

We are seeking a professional looking to join a high performing Institutional Sales/Trading team in its Toronto location.

We are looking for candidates with previous institutional sales experience. The individual will have expertise in the marketing of micro to mid-cap equity investment opportunities in the technology, oil & gas, mining, consumer products and special situations sectors. A track record of building profitable relationships with buy side clients is preferred along with a history of new account origination. A working knowledge of the basic institutional trading platforms would be of benefit.

They will work closely with our institutional sales and trading group as well as our research and banking groups in both Toronto and Vancouver.

    Qualifications:
  • Minimum 5 years of sell side institutional equity sales and/or sales trading in capital markets
  • Established institutional client and corporate relationships
  • Completed Bachelor degree in related field (Post Graduate an asset)
  • Strong understanding of financial markets and accounting
  • CFA designation or candidate preferred but not required

If you think you have the qualifications, please email your resume to: careers@pifinancialcorp.com

We appreciate your interest in this position, however, only applicants selected to participate in the interview process will be notified.

 

Investment Banking

There are currently no open positions.

 

Accounting

There are currently no open positions.

 

Management

There are currently no open positions.

 

Office Services & Administration

There are currently no open positions.

 

Compliance

There are currently no open positions.

 

Operations & Back Office

There are currently no open positions.