Support investment advisors in Vancouver using Canadian market knowledge, polished organization, and strong client administration skills. This immediate-hire role requires local eligibility.
Research Capital Corporation seeks an Investment Advisor Assistant for daily branch administration. You will support client appointments, inquiries, transactions, regulatory matters, and advisor communication. A finance-related education and financial services background support this position.
Key Responsibilities:

Prepare investment advisors for client appointments
Answer administrative client inquiries and provide market quotes
Process accounts, transfers, trades, and other transactions accurately
Manage incoming and outbound client calls
Coordinate compliance matters with head office associates
Requirements:

Already domiciled in the Greater Vancouver Area
Legally able to work in Canada
University degree or finance-related college diploma
Three years of financial setting experience preferred
Canadian Securities Course completion and required CIRO licensing
Bring Canadian market knowledge, discretion, and accurate transaction processing to support Research Capital Corporation investment advisors.

#J-18808-Ljbffr

Investment Advisor Assistant Vancouver