Vancouver Investment Advisor Assistant Role

Step into a crucial support role as an Investment Advisor Assistant at Harbourfront Wealth in Vancouver, BC. This position requires strong organizational skills and an attention to detail to assist high-net-worth individuals.

At Harbourfront Wealth, we’re seeking a dedicated Investment Advisor Assistant to support our clients and advisors. This role involves managing operational tasks, processing trades, and ensuring client service excellence. Your versatility will be vital for executing various functions in a dynamic wealth management setting.

Key Responsibilities

• Provide administrative support for trades and documentation
• Manage client onboarding and KYC updates
• Maintain accurate records in our CRM system
• Assist with financial plan preparation
• Coordinate travel arrangements and meetings

Requirements

• Current Investment Representative registration with CIRO
• 2+ years investment ind...