The Mullings Group
Investment Advisor Assistant at Haywood Securities
Job Description
Elevate your career with Haywood Securities as a Licensed Investment Advisor Assistant in Vancouver. This role focuses on client service and operational support, perfect for experienced candidates.
Join a high-performing advisory team during a critical growth phase. Support two Investment Advisors managing international clients in mining and capital markets, with increasing activity in energy and tech. This position offers remote work options after onboarding, ideal for those seeking stability in a thriving market.
Key Responsibilities:
• Serve as primary contact for client inquiries and requests
• Provide operational support for Investment Advisors' activities
• Manage trade execution and regulatory compliance
• Maintain accurate client records and CRM systems
• Build rapport through meticulous client interactions
Requirements:
• Canadian Securities Course (CSC) required
• Conduct & Practices Handbook (CPH) certification needed
• 5+ years in investment...
Join a high-performing advisory team during a critical growth phase. Support two Investment Advisors managing international clients in mining and capital markets, with increasing activity in energy and tech. This position offers remote work options after onboarding, ideal for those seeking stability in a thriving market.
Key Responsibilities:
• Serve as primary contact for client inquiries and requests
• Provide operational support for Investment Advisors' activities
• Manage trade execution and regulatory compliance
• Maintain accurate client records and CRM systems
• Build rapport through meticulous client interactions
Requirements:
• Canadian Securities Course (CSC) required
• Conduct & Practices Handbook (CPH) certification needed
• 5+ years in investment...