Investor Relations Representative

4 weeks ago

Metro Vancouver Regional District, Canada Lock Search Group Full time

Investor Relations Representative

Greater Vancouver, BC

Jackson Stewart is working with a national client in the financial space. With operations across multiple provinces and a robust team our client provides innovative financial solutions ranging from business loans to wealth management. Currently their looking to add a Investor Relations Representative to their team.

The primary focus of Investor Relations Representative is to retain and grow the investor base by managing existing relationships, developing new connections through strategic initiatives, and ensuring a professional and seamless investment process. The ideal candidate should have experience in finance, a basic understanding of investment instruments and Canadian registered accounts (TFSA, RRSP, etc.), and preferably a background in sales.

Responsibilities:

  • Responsible for assisting 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.
  • Maintaining and expanding 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.
  • Proven track record of confidently engaging with clients on their investment needs to ensure the highest level of client and prospective client satisfaction.

Requirements:

  • 3-5 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, meeting or exceeding deadlines.
  • Ability to multitask and meet changing deadlines in 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.
  • Have the ability to identify process gaps, recommend solutions, and implement corrective actions in collaboration with internal partners.

If you have a few years working in finance and have your Canadian Securities Course this could be a great opportunity for you to grow your career.

Please send your resume to Jackson Stewart using the "Apply" button.

https://www.linkedin.com/in/jackson-stewart-74898a27/

Thank you in advance for your interest, only individuals deemed to have the skill set and experience to fit the role will be contacted. Applicants must be legally entitled to work in Canada without sponsorship.

Lock Search Group is a National Executive Recruitment firm with 11 offices in Canada and one in the United States, a staff of more than 30 Consultants and Associates, and expertise in 11 major disciplines. Our mission is to provide exceptional Recruitment and Consulting Services to clients and candidates. We apply our experience and expertise to deliver solutions with a personalized approach that focuses on clients' needs and candidates' goals.

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