Investment Advisor Assistant - #225214

Who We Are

Harbourfront Wealth is a dynamic industry leader specializing in financial services and wealth management. We are a fast-growing wealth management firm with over $16 billion in assets under administration, comprised of five integrated entities: CIRO dealer, investment counsel, asset manager, U.S. Registered Investment Advisor (RIA) and insurance company. At Harbourfront Wealth, our core values start with the belief that great people make great companies.

Coast Water Private Wealth is an advisory practice within Harbourfront Wealth Management, leveraging the strength and resources of the broader platform while delivering independent, client-focused, and highly personalized wealth management solutions to high-net-worth individuals.

Career Opportunity

We currently have a career opportunity for an Investment Advisor Assistant reporting directly to an Investment Advisor in our Vancouver BC office. This role requires an individual who is professional, independent, organized, effective at multi-tasking and detail oriented, with strong communication and people skills. Candidates must be versatile and capable of performing a variety of tasks to get the job done in a fast-paced environment where attention to detail is of the upmost importance. Depending on experience and knowledge, the core responsibilities of the role will be, but not limited to:

You Will Be Responsible For

• Provide administrative support for a 6–12 month period, including processing trades, preparing documentation, and managing day‑to‑day operational tasks.
• Support client onboarding and ongoing service by completing KYC updates, maintaining client records, and assisting with financial plan preparation using a licensed, planning‑focused skillset.
• Enhance advisor’s effectiveness by providing information management support.
• Greet visitors, clients, and prospective clients in a friendly and professional manner
• Handle incoming and outgoing phone calls with clients and respond to requests for information; and
• Maintain our CRM system with accurate information
• Coordinate the assembly and mailing of client paperwork
• General clerical and administrative duties: Data entry, filing, distribute the mail, and any other assigned administrative duties/projects as assigned
• Order and handle office supplies, coordinate vendors
• Coordinate and book travel arrangements
• Set-up and or coordinate events/meetings when required
• Manage the Advisors’ calendars: Schedule meetings, allocate sufficient preparation time for meetings, recognize and anticipate changes, resolve schedule conflicts.
• Prepare monthly/quarterly/annual reports, client correspondence and take ownership of project work;
• Perform administrative duties as required relating to client accounts
  
  

The Ideal Candidate For This Position Has

• Currently registered as an Investment Representative (IR) in good standing with CIRO
• Minimum of 2-years investment industry experience;
• 2 years office administration experience in a professional, client facing environment
• Strong computer skills, highly proficient with Microsoft Office suite of applications and PDF software
• Ability to learn new programs i.e., DocuSign, proprietary client management systems.
• Proven ability to handle a high volume of work in a fast-paced environment is required
• Strong organizational skills and attention to detail
• Excellent verbal and written communication skills
• High attention to detail and accuracy
• Exceptional interpersonal skills, independent with a strong sense of initiative
• Strong work ethic with a team-first mindset
• Demonstrated ability to learn quickly, results driven, thrives within a fast-paced environment
• Experience in wealth management industry an asset
• Experience working with National Bank applications an asset
• Experience with a Financial Planning software, ideally Conquest
  
  

Salary Range: $65,000 – 85,000 per annum (actual salary offered will be commensurate with education, experience, and internal parity).

Diversity and Inclusion

Diversity is an important value to us. We are committed to providing equal opportunities in employment and to providing a workplace which is free from discrimination and harassment. This means that all job applicants and employees will receive equal treatment regardless of race, colour, ethnic or national origins, sex, marital status, disability, age, sexual orientation, religion, or belief.