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Investment Associate
2 weeks ago
**Investment Associate**
- 2301904
Cadence Financial Group, an Independent Financial Services office of Raymond James Ltd., is seeking a qualified Investment Associate to work in our downtown Vancouver office. Raymond James Ltd. is one of Canada’s leading full-service independent investment dealers offering high-quality investment products and services to Canadians seeking customized solutions to their wealth management needs.
As an Investment Associate, you will be responsible for managing the day-to-day operations of our office and assisting the overall management team while ensuring a high level of quality service. You will ensure that all administrative and operational tasks are completed efficiently and effectively. This role is right for you if you are a self-motivated individual with exceptional administrative and organizational skills, are reliable and highly efficient with a focus on client service, and strive in a fast-paced environment.
**Responsibilities**:
- Provide administrative support to the team and interact with Raymond James back-office in order to facilitate client support and to ensure efficient operations;
- Complete documentation such as client account opening, tax packages and portfolio reports;
- Foster and support client relationships by liaising with clients;
- Support clients’ general day-to-day administrative and trade requests in a timely and confidential manner;
- Schedule appointments and meetings, and maintain calendars for Cadence team members;
- Complete book-keeping tasks for various advisors;
- Ensure client communications, interactions and records are accurately recorded in CRM according to industry standards and compliance;
- Create and maintain filing systems, both electronic and paper;
- Manage and maintain office supplies and ensure the office is tidy/presentable,
- Assist in coordinating company events and meetings;
- Assist in various marketing initiatives and planning;
- Prepare client presentations with guidance from Cadence team members;
- Conduct market research; and
- Support other staff members as needed,
To qualify, you must possess:
- Superior customer service skills and experience,
- Experience working in the investment/finance/banking industry,
- Proficiency with Microsoft Office (Word, Excel, PowerPoint & Outlook),
- Experience with contact management software (i.e. Maximizer),
- Excellent written and communication skills,
- The ability to handle confidential information,
- The ability to work in a team environment and demonstrate a professional and friendly manner,
- Strong organizational and problem-solving skills,
- Meticulous attention to detail and being a self-starter,
- Experience with Quickbooks or interest in book-keeping tasks would be an asset,
- Experience with Croesus and Dataphile would be an asset,
- Experience in event planning would be an asset; and
- Canadian citizenship and permanent residency.
Educational/Previous Experience Requirements
- Post-secondary education;
- A minimum of 2 years of industry-related experience; and
- Experience in the investment brokerage, financial services, banking, or accounting industry is an asset.
Licenses/Certifications
- The following would be considered an asset and factored into the base salary:
- Investment Representative licensing, including the successful completion of the Canadian Securities Course and the Conduct and Practices Handbook; and
- Registered Representative licensing, including the completion of the Wealth Management Essentials Course, is preferred.
- Additional assets: Certified Financial Planner (CFP) and LLQP Insurance License.
- This is a full-time position.
- Extended health and dental benefits will be included after three (3) months probation period.
We sincerely thank all applicants who express an interest in this role: only those being directly considered will be contacted.
**Job** Wealth management
**Primary Location** CA-BC-Vancouver-Vancouver
**Organization** PCG IFS
**Schedule** Full-time
