Careers

Careers

Investment Advisor Assistant - Vancouver office

We are seeking a licensed Investment Advisor (IA) Assistant in our Vancouver and Victoria offices. Drawing from your experience and/or education in the financial services industry you will support the daily administration needs of the IA. You have excellent organizational skills and are self-motivated with a keen “can-do" work ethic and experience trading securities.

Key Task and Responsibilities:
  • Assist the 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 advisor you work with directly
  • Manage incoming and outbound client phone calls
  • Ensure client accounts are processed accurately including account opening/closing and transfers
  • Communicate with head office associates on compliance and operational matters
  • Process trades and other transactions
  • Maintain a current understanding of the regulatory landscape
Skills:
  • Career oriented, works well individually and as part of a team
  • Skilled in Microsoft Office
  • 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 if the Canadian Securities Course
  • Driven to deliver client service excellence
  • Keen problem-solving skills with the ability to think quickly on your feet
Qualifications and Experience:
  • 3 years IA assistant experience
  • High school or equivalent
  • IIROC licensed as an Investment Representative or Registered Representative is required
  • Post-secondary education in a finance related discipline an asset
  • Compensation to be commensurate with experience.

Qualified applicants are invited to submit a resume and covering letter including salary expectations to careers@pifinancialcorp.com. All applications will be held in strict confidence. We wish to thank all candidates for their interest but only those applicants selected for an interview will be contacted.