Job Description
Support high-net-worth clientele as an Investment Advisor Assistant at Harbourfront Wealth in Vancouver, BC. This rewarding role emphasizes strong multitasking and precise communication.
We are looking for an organized and detail-oriented individual to assist our advisors in providing personalized wealth management solutions. Your responsibilities will include processing trades and documentation, managing client interactions, and ensuring operational efficiency. Experience in a professional, client-facing environment is crucial for success in this role.
Key Responsibilities:
• Provide administrative support for trading and operations
• Complete client onboarding, including KYC updates
• Assist in financial planning and record maintenance
• Manage incoming and outgoing communications
• Coordinate meetings and client events
Requirements:
• Must be registered as an Investment Representative with CIRO
• Minimu...
We are looking for an organized and detail-oriented individual to assist our advisors in providing personalized wealth management solutions. Your responsibilities will include processing trades and documentation, managing client interactions, and ensuring operational efficiency. Experience in a professional, client-facing environment is crucial for success in this role.
Key Responsibilities:
• Provide administrative support for trading and operations
• Complete client onboarding, including KYC updates
• Assist in financial planning and record maintenance
• Manage incoming and outgoing communications
• Coordinate meetings and client events
Requirements:
• Must be registered as an Investment Representative with CIRO
• Minimu...