Investment Advisor Assistant

Haywood Securities Inc.; Vancouver; On-site; CAD 42,000 - 48,000; Full time

Job summary

Haywood Securities Inc. in Vancouver, BC, is seeking an Investment Advisor Assistant to join the Sales team. The role emphasizes client service, calendar coordination, and administrative support to help raise capital for Canadian and global ventures.

Permanent full-time on site with an annual salary of $42,000 to $48,000 plus the potential to earn commissions; start time early PST, standard Monday–Friday; candidates must prove eligibility to work in Canada.

Qualifications

• Office related experience required
• Experience in financial industry an asset
• Dataphile knowledge an asset
• Proficient in Microsoft Office Suite – Excel and Outlook
• CSC completion an asset
• Proficient in data entry with excellent attention to detail required

Responsibilities

• Greeting clients and handling client calls
• Scheduling meetings and keeping calendar up to date
• Managing client accounts
• Handling all client paperwork and liaising with various departments as needed
• Personal Assistant duties, including but not limited to; banking, handling dry cleaning, picking up lunch
• Other administrative duties as required

Skills

Excellent telephone manner

Proactive with a great attitude

Complete tasks with minimal direction

Multi-task and manage deadlines

Excellent written and verbal skills

Willingness to take investment courses

Flexible with work schedule

Education

CSC completion (asset)

Tools

Excel

Outlook

Job description

Haywood Securities is an investment firm that values its independence and its entrepreneurial spirit. Our analysts and advisors seek proven management in young companies that are built around fresh ideas with the potential for rapid growth in the energy, mining, technology and special situation sectors. Haywood offers these investment opportunities to a select group of qualified investors in both the institutional and retail markets.

Haywood is currently recruiting an Investment Advisor Assistant to join its Sales team. To be successful in this role, the successful candidate will be able to demonstrate their commitment to providing exceptional client service, attention to detail and a willingness to take on new responsibilities and challenges as they arise. The Investment Advisor Assistant position is the first and most important stepping stone into the front-end facing venture investing business, helping raise capital for exciting private and public businesses across Canada and globally.

Responsibilities include:

• Greeting clients and handling client calls
• Scheduling meetings and keeping calendar up to date
• Managing client accounts
• Handling all client paperwork and liaising with various departments as needed
• Personal Assistant duties, including but not limited to; banking, handling dry cleaning, picking up lunch
• Other administrative duties as required

Education & Qualifications:

• Office related experience required
• Experience in financial industry an asset
• Dataphile knowledge an asset
• Proficient in Microsoft Office Suite – Excel and Outlook
• CSC completion an asset
• Proficient in data entry with excellent attention to detail required

Skills & Key Attributes:

• Excellent telephone manner
• Pro‑active with a great attitude
• Complete tasks with minimal direction/supervision
• Must be able to multi‑task and manage multiple deadlines
• Excellent written and verbal communication skills
• Willingness to take Investment courses as requested by the Sales Team
• Must be flexible with work schedule, hours may be varied

Why Haywood

Haywood understands that its greatest strength lies in our skilled and dedicated employees. Whether you are just starting out in the work force or beginning a new career path, Haywood offers a challenging environment well‑suited to those with an entrepreneurial spirit.

Haywood believes in supporting its employees to enable them to meet their full potential. We offer competitive salaries as well as opportunities for professional and personal development. We also offer a full suite of competitive benefits which includes extended health, dental, long‑term disability, life insurance and accidental death and dismemberment coverage.

Status:

Permanent full‑time.

Location:

Vancouver, BC – this role is onsite.

Compensation:

$42,000.00 – $48,000.00 plus the potential to earn variable commission

Schedule:

A start time of 6:15 am PST, in office, Monday to Friday

Please note to be considered for employment at Haywood, candidates will need to provide proof of eligibility to work in Canada. We would like to thank all candidates for their interest in this position, however only qualified candidates will be contacted. No phone calls will be accepted.