Investment Associate, Wealth Management

Salary Range:$70000 - $90000

Who we are:

Are you looking to grow your career in the investment industry and be part of a dynamic high-performing team We are looking for a candidate who brings strong analytical and relationship building skills. Lori Pinkowski one of the top Portfolio Managers at Canaccord Genuity and a well-known financial expert in the media is seeking a full-time licensed Investment Associate to join her team in our downtown Vancouver office.

Canaccord Genuity is a full-service financial services firm committed to building lasting client relationships. As a key member of the Pinkowski Wealth Management team the Senior Investment Associate plays a central role in managing discretionary portfolios and supporting clients.

We are looking for a proactive detail-oriented and analytical professional who thrives in a fast-paced investment-focused environment. The ideal candidate takes ownership and accountability for day-to-day portfolio needs executes trades with precision ensures alignment with portfolio mandates and contributes to process improvements and being a team player. Strong communication relationship-building and organizational skills along with a collaborative and client-focused mindset are essential.

To learn more about the team visit

Please email with your resume.

Skills & Qualifications:

• CIRO-licensed (CSC CPH WME completed);
• 35 years of relevant investment or wealth management experience;
• Strong understanding of portfolio management market fundamentals and risk management;
• Excellent communication and writing skills;
• Analytical mindset with natural curiosity and strong critical reasoning;
• Positive proactive attitude and ability to work both independently and collaboratively;
• High attention to detail;
• Strong Excel skills (experience building tools models or analytics is an asset);
• Strong organizational skills with the ability to multi-task and work under pressure;
• Experience in a trading or discretionary portfolio environment is an asset;
• Knowledge of Dataphile YCharts Envestnet or Salesforce is an asset.

Responsibilities:

• Execute equity fixed income and FX trades across client accounts;
• Monitor and rebalance discretionary model portfolios including investing incoming funds to maintain alignment with mandates;
• Manage day-to-day portfolio administration and support onboarding for new and transferring clients;
• Prepare customized client reports portfolio reviews market updates and financial summaries
• Assist in preparing and presenting investment proposals for prospective clients;
• Support marketing and business development efforts by creating pitch materials competitor analyses and prospect-focused content;
• Contribute to brand-building initiatives such as radio/podcast scripting client communications and digital content;
• Participate in special projects including large-scale account transfers tax loss selling and mandate reviews.

Benefits of working with Pinkowski Wealth Management:

• Dynamic Team: Collaborate in a fast-paced innovative environment;
• Career Growth: Continuing education support and mentorship opportunities;
• Competitive Rewards: Attractive salary benefits and CG stock sharing options;
• Advancement Opportunities: Clear paths for internal growth and development.

#LI-SK1 #LI-Onsite #INDHP

All applications will be held in strict confidence.

In order to be considered for employment candidates selected for interviewswill be required to show proof of citizenship permanent residence or eligibility to work in Canada with no restrictions.

Protecting your online safety:

Canaccord Genuity and its affiliates do not use text messages for recruitment purposes. If you have received a text message claiming to be from CG or an authorized representative regarding job recruitment please treat as fraudulent and do not respond.

We wish to thank all candidates for their interest but only those applicants selected for an interview will be contacted. No phone calls please. Thank you for your understanding.