Financial Administrative Assistant

We are seeking an experienced Financial Associate for our Financial Services client in Vancouver. Our client is a boutique financial firm that provides a full-service approach, focusing on financial planning and superior investment management, education, and community outreach. Their culture is built on a shared commitment to doing what is right for clients, their families and their community and producing quality results in an entrepreneurial environment.

The successful Financial Associate will join a high performing team and work with a diverse client base. The Financial Associate must be securities licensed as a Registered Representative with CIRO and must hold or be in the process of an advanced finance or investment qualification such as CFP, CIM, CFA, or CPA.

Benefits & Perks:

• Annual salary range $65,000 - $75,000 depending on experience and qualifications
• Flexible work schedule and 3 weeks of vacation to start

Responsibilities:

• Delivering outstanding client care by proactively addressing client needs and maintaining clear, informative communication regarding account details.
• Assisting in the management of investment portfolios, executing trades, and ensuring portfolio performance aligns with client goals.
• Utilizing software tools to prepare and present personalized financial plans.
• Preparing investment policy statements, proposals, and client review presentations to support strategic decision-making.
• Designing, monitoring, and rebalancing tailored investment portfolios based on individual risk tolerance, with a focus on maximizing returns.
• Contributing to research, analysis, asset allocation, and investment product selection with a forward-thinking approach.
• Executing trades to align with client needs and market conditions.

Qualifications:

• Bachelor’s degree in business administration, Finance, or related field
• Minimum of 3 years of experience in the investment/financial services industry
• Must be securities licensed as a Registered Representative with CIRO
• Must hold, be in the process of, or willing to take, an advanced finance or investment qualification such as CFP, CIM, CFA, or CPA, insurance license an asset - Excellent organizational and multitasking skills
• Excellent written and verbal communication skills
• Proficient in Microsoft Office Suite and other related software
• Ability to work independently and as part of a team

David Aplin & Associates Inc., operating as Aplin, and its associated brands, CompuStaff and Impact Recruitment, is an award-winning employment agency connecting diverse, top-tier talent with exceptional organizations across North America. We welcome applicants from all backgrounds and charge no fees to apply or engage with our recruiters. Our clients partner with us to help expand and diversify their teams. Please note that all applicants must be legally entitled to work in Canada, including holding any necessary work permits.