Vancouver Investment Associate Opportunity

Elevate your career as an Investment Associate with the LePoidevin Group in Vancouver, recognized for excellence in advisory services. Engage in trade preparation and execution within a collaborative environment.
This position calls for a proactive and detail-oriented individual to assist in trade-related activities and support the team's portfolio managers. With strong analytical skills, you will be pivotal in ensuring trade accuracy and resolving discrepancies. Candidates should have a solid understanding of the securities industry and a passion for wealth management.
Key Responsibilities:
• Coordinate trade settlements and reallocations
• Validate and upload trade allocation files
• Execute money-market trades for client accounts
• Assist in foreign exchange preparation
• Identify and rectify trade discrepancies promptly
Requirements:
• Minimum 1-2 years in wealth management
• CIRO licensed or Registered Representative preferred
• Advanced skills in ...