Current jobs related to Investment Support Specialist - Vancouver, British Columbia - Pathfinder Asset Management Limited

  • Investment Support Specialist

    3 weeks ago

    Vancouver, British Columbia, Canada Bank of Montreal Full time

    Job DescriptionWe are seeking an Investment Support Specialist to join our team. This is a unique opportunity to work in a fast-paced environment and contribute to the success of our clients.About the RoleThe Investment Support Specialist will provide administrative support to our investment advisors, including coordinating marketing activities, scheduling...

  • Investment Industry Support Specialist

    4 days ago

    Vancouver, British Columbia, Canada Disability Solutions Full time

    Job SummaryThe Investment Industry Support Specialist is an integral part of our team, responsible for assisting the National Sales team in transitioning Financial Advisors/Agents in Canada to Raymond James. This includes maintaining an ongoing dialogue with transitioning Financial Advisors/Agents, educating them on policies and procedures, and arranging...

  • Investment Support Specialist

    2 days ago

    Vancouver, British Columbia, Canada Odlum Brown Limited Full time

    Discover a career that combines financial expertise with exceptional client service at Odlum Brown Limited, a respected investment firm in Vancouver. As an Investment Assistant, you'll play a vital role in helping clients achieve their long-term financial goals.We're seeking a detail-oriented and proactive individual to join our award-winning team of...

  • Quantitative Investment Specialist

    3 weeks ago

    Vancouver, British Columbia, Canada Connor, Clark & Lunn Financial Group Full time

    About the RoleWe are seeking a highly skilled Quantitative Investment Specialist to join our team at Connor, Clark & Lunn Investment Management. As a key member of our quantitative equity team, you will be responsible for delivering superior investment performance to our clients through a disciplined and systematic approach.Key ResponsibilitiesYou will start...

  • Investment Operations Specialist

    4 days ago

    Vancouver, British Columbia, Canada Disability Solutions Full time

    Key Responsibilities: As an Investment Operations Specialist, you will be responsible for providing critical support to our investment operations team. This includes participating in the administration of new account openings, account updates, recurring event setups, quality control reviews, and external mail duties. You will also collect and record new...

  • Financial Services Specialist

    4 weeks ago

    Vancouver, British Columbia, Canada Kazana Capital Full time

    At Kazana Capital, we are committed to delivering exceptional financial services and investment opportunities to our clients.About UsKazana Capital is a dynamic and growing exempt market dealer specializing in providing investment solutions to a wide range of clientele. Our product offerings focus on real estate and real estate backed investments.Job...

  • Investment Portfolio Optimization Specialist

    1 month ago

    Vancouver, British Columbia, Canada CTECH GLOBAL LIMITED Full time

    Full-time opportunity available at CTECH GLOBAL LIMITED, a leading blockchain company delivering comprehensive solutions to businesses. About the JobWe are seeking an Investment Portfolio Optimization Specialist to join our dynamic team.Develop and test quantitative models for investment strategies and portfolio optimization.Build and maintain statistical...

  • Investment Management Associate

    3 weeks ago

    Vancouver, British Columbia, Canada Pathfinder Asset Management Limited Full time

    About Pathfinder Asset Management LimitedWe are a full-service investment counsel operating across Canada with offices in Vancouver and Edmonton.Our focus is on the stewardship of investment portfolios for motivated investors, seeking strong performance and risk-managed results.We hold true to our Equally Invested culture, where employees pay same fees and...

  • Financial Services Professional

    3 weeks ago

    Vancouver, British Columbia, Canada HUB International Full time

    HUB International, a leading global insurance brokerage and financial services firm, is seeking an experienced Investment Growth Specialist to join our team. As a key member of our HUB Wealth Management group, you will play a pivotal role in driving regional sales of our products and providing strategic guidance to advisors.We're looking for a skilled...

  • Investment Sales Professional

    4 weeks ago

    Vancouver, British Columbia, Canada Scotiabank Full time

    About ScotiabankScotiabank is a leading bank in the Americas, guided by our purpose: 'for every future'. We help our customers, their families and their communities achieve success through a broad range of advice, products and services.Job OverviewWe are seeking an experienced Investment Sales Professional to join our team. This is a great opportunity for...

  • Professional Client Support Specialist

    1 month ago

    Vancouver, British Columbia, Canada TD Bank Full time

    We are seeking a highly skilled Professional Client Support Specialist to join our team at TD Bank. This is an exciting opportunity for someone who is passionate about delivering exceptional client service and supporting the success of our Investment Advisors.Job OverviewThis role is responsible for providing dedicated support to one or more Investment...

  • Procurement and Acquisition Strategist

    3 days ago

    Vancouver, British Columbia, Canada Transportation Investment Corporation Full time

    At Transportation Investment Corporation, we are committed to delivering major infrastructure projects in British Columbia with the highest standards of construction oversight. We pride ourselves on fostering a collaborative and inclusive work culture where your ideas are valued.About the RoleThe Senior Specialist will be responsible for managing the...

  • Transition Support Specialist

    2 weeks ago

    Vancouver, British Columbia, Canada Disability Solutions Full time

    We are seeking a Transition Support Specialist to join our team at Disability Solutions. As a key member of our operations team, you will play a critical role in supporting the transition of Financial Advisors/Agents to our organization.About the Role:Provide exceptional support to transitioning Financial Advisors/Agents, ensuring a seamless transition...

  • Compliance Specialist

    4 weeks ago

    Vancouver, British Columbia, Canada Connor, Clark & Lunn Investment Management Ltd. Full time

    Job OverviewWe are seeking a detail-oriented and organized Compliance Specialist to join our team at Connor, Clark & Lunn Investment Management Ltd. In this role, you will be responsible for ensuring compliance with regulatory requirements and company policies.Key Responsibilities:Maintain accurate records of all regulatory filings and submissions;Conduct...

  • Investment Operations Specialist

    4 days ago

    Vancouver, British Columbia, Canada Disability Solutions Full time

    Job Summary"We are seeking a skilled professional to fill the role of Securities Associate, responsible for supporting the operations of our Investment Services division. As a key member of our team, you will be involved in various tasks, including researching and reconciling financial transactions, allocating funds, and communicating with stakeholders."To...

  • Medical Support Specialist

    2 weeks ago

    Vancouver, British Columbia, Canada Harrison Healthcare Full time

    Unlock a fulfilling career in healthcare with Harrison Healthcare as a Medical Support Specialist. With our part-time role, you'll enjoy a competitive hourly rate of $25-$29 per hour, with opportunities to grow and develop your skills.Company OverviewHarrison Healthcare is revolutionizing primary healthcare delivery by incorporating evidence-based medical...

  • Investment Services Coordinator

    2 weeks ago

    Vancouver, British Columbia, Canada Disability Solutions Full time

    We are looking for a highly skilled Investment Services Coordinator to join our team at Disability Solutions. In this role, you will be responsible for providing support to transitioning Financial Advisors/Agents and their teams.Responsibilities:Assist in the coordination of transition activities, including training sessions, branch visits, and operational...

  • Senior Investment Funds Professional

    3 weeks ago

    Vancouver, British Columbia, Canada Royal Bank of Canada Full time

    **Company Overview**Royal Bank of Canada (RBC) is a leading asset management firm in Canada, committed to delivering trusted advice and exceptional client service.We are seeking a highly skilled Senior Investment Funds Advisor to join our team, bringing their expertise in client service, relationship management, and business development.**Salary Range**The...

  • Investment Product Associate

    2 weeks ago

    Vancouver, British Columbia, Canada Disability Solutions Full time

    About UsRaymond James Ltd. is a leading independent investment dealer in Canada, offering high-quality investment products and services to Canadians.Salary RangeThe salary range for this role is $50,000-$57,500, based on education, work experience, etc., with competitive performance bonuses/incentives.Job ResponsibilitiesAssist with processing Canadian and...

  • Wealth Management Support Specialist

    2 weeks ago

    Vancouver, British Columbia, Canada Disability Solutions Full time

    Job Title: Investment Assistant ProfessionalAre you a driven and detail-oriented individual with a passion for the securities industry? Do you want to join a forward-thinking organization that prioritizes client satisfaction and employee growth? Look no further than Disability Solutions! We're a leading investment firm serving clients across Canada, and...

Investment Support Specialist

2 months ago

Vancouver, British Columbia, Canada Pathfinder Asset Management Limited Full time

Pathfinder Asset Management Limited is a leading Investment Counsel operating across Canada. Our offices are located in Vancouver and Edmonton.

We focus on delivering strong performance and risk-managed results for our clients. Our Equally Invested culture means that employees pay the same fees as clients and invest in the same mandates.

We build trusting relationships with our clients by aligning our interests with theirs, utilizing a consistent approach to investment management, and providing high-level service and transparency.

Key Responsibilities
  • Provide general assistance related to clients, the investment management team, trade and office support. This includes paperwork, client communication, modeling, research, trading, and various types of administrative support and ad hoc tasks.
Support Functions
  • Client Service and Business Development Support (50%):
    • Manage new client on-boarding: paperwork, transfers & administration
    • Assist and resolve client requests or issues
    • Assist Investment Counsel Team with account reviews
    • Prepare new client and existing annual packages
    • Assist with prospect proposals & financial planning
    • Participate in cold calling
  • Trading, Operations, Administration & Office Support (25%):
    • Assist Trade Team with market transactions
    • Communicate with custodians and brokers as required
    • Trading and Settlements of public and private transactions
    • Assistance with Investment Policy Statements (checking account compliance, generating IPS)
    • Work with and assist application development team to improve processes and digitize workflows
    • Filing and scanning for all teams as needed
  • Research Assistance (25%):
    • Financial modeling and coverage of specific companies and industries
    • Preparation of morning compliance package
    • Preparation of daily macro package
    • Administration of daily data models and trade platform
    • Special projects as assigned by investment team

Requirements:

  • Available to recent graduates with Bachelor's or Master's degree
  • Canadian Securities Course is an asset
  • Excellent verbal and written communication skills
  • High emphasis on ethics and integrity
  • Attention to detail and quality of service

Estimated Salary: $60,000 - $80,000 per annum, depending on experience.