Capital Markets Specialist

6 days ago


Vancouver, British Columbia, Canada Lock Search Group Full time
Key Responsibilities:
  • Assist in investment activities based on the Company's business strategy and annual targets.
  • Efficiently manage a pipeline of prospects and core clientele by maintaining and nurturing an active database.
  • Maintain and expand the investor base by assisting to host industry events, targeted phone calls, e-mail communication, and sales presentations.
  • Collaborate with cross-functional teams: sales, finance, accounting, and mortgage origination.
  • Completing the Exempt Market Proficiency (EMP) exam or the Canadian Securities Course (CSC) is an asset.
Requirements:
  • 3-5 years of experience in the financial industry, ideally working in private banking.
  • Bachelor's degree in business administration, finance, economics, or other related degree.
  • Has passed the Canadian Securities Course (CSC) or the Exempt Market Proficiency Exam (EMP).
  • Proven skills in critical thinking, attention to detail, and meeting or exceeding deadlines.
  • Ability to multitask and meet changing deadlines in a fast-paced dynamic environment.
  • Excellent oral and written communication skills.
  • Highly organized and flexible/adaptable.
  • Enjoy working in a structured team environment, but also be capable of working independently.
  • Ability to identify process gaps, recommend solutions, and implement corrective actions in collaboration with internal partners.


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