Investment Advisor Assistant

1 week ago

Vancouver British Columbia VCL Canada Haywood Securities Full time $80,000 - $120,000 per year

About Haywood

Haywood Securities is an investment firm that values its independence and its entrepreneurial spirit. Our analysts and advisors seek proven management in young companies that are built around fresh ideas with the potential for rapid growth in the energy, mining, technology and special situation sectors. Haywood offers these investment opportunities to a select group of qualified investors in both the institutional and retail markets.

At Haywood, we foster long-term relationships with the companies we support through our often multiple financings in the capital markets and our ongoing advisory services. Our goal is not only to ensure the success of the venture, but also to build enduring value for our investors.

At Haywood, we continually strive to enhance our practice of providing clients with ideas and investments that are well-founded and profitable. Our greatest strength lies in our skilled and dedicated employees who are supported by a work environment that promotes creativity and performance.

About the position

Haywood is currently recruiting an Investment Advisor Assistant (Licensed) to join its Vancouver Office.  To be successful in this role, the candidate must be able to demonstrate a commitment to providing exceptional client service, attention to detail and a willingness to take on new responsibilities and challenges as they arise.

Responsibilities include:

  • Prepare and process new account documentation
  • Manage daily client inquiries and transactions
  • Execution of trade orders
  • Prepare New Issues & Private Placement documentation
  • Investment research
  • Other administrative duties as required

Requirements:

  • Licensed as a Registered Representative – Retail
  • 5 years of direct experience
  • Must be able to multi-task and manage multiple deadlines
  • Pro-active with a team-first attitude
  • Dataphile knowledge an asset
  • Ability to work with minimal supervision
  • Excellent written and verbal communication skills
  • Proficient in Microsoft Office Suite
  • Licensed in the US is an asset

Why Haywood

Haywood understands that its greatest strength lies in our skilled and dedicated employees. Whether you are just starting out in the work force or beginning a new career path, Haywood offers a challenging environment well-suited to those with an entrepreneurial spirit.

Haywood believes in supporting its employees to enable them to meet their full potential. We offer competitive salaries as well as opportunities for professional and personal development. We also offer a full suite of competitive benefits which includes extended health, dental, long-term disability, life insurance and accidental death and dismemberment coverage.

Job Details

Status: Permanent full-time

Location: Vancouver

Compensation: $60, $80,000.00 plus the potential to earn variable

commission

Schedule: A start time of 6:00 am PST, in office, Monday to Friday

Please note to be considered for employment at Haywood, candidates will need to provide proof of eligibility to work in Canada.  We would like to thank all candidates for their interest in this position, however only qualified candidates will be contacted. No phone calls will be accepted.

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