Investment Associate (Req 64)

THE OPPORTUNITYWe have an opportunity for an Investment Associate to join our award-winning firm in our Vancouver YOULL DOIn this role you will be working as part of a four-person team with Cameron McLeod Wealth is a results-oriented team of investment professionals who are focused on providing exceptional client experience with a focus on discretionary portfolio management and holistic wealth services to individuals investment corporations trusts and non-profit organizations. This position offers competitive compensation a collaborative work environment and an opportunity to grow and develop in the role requires the successful candidate to work onsite in the office five days per research on markets and investments; provide regular updates to the teamUpdate investment model spreadsheetsSupport the team with trading and portfolio rebalancingUpdate slide decks for client meetings/presentationsAssist with quarterly letters and reviewsFinancial Planning SupportSupport clients through the wealth management process by gathering relevant information documents and questionnaires coordinate activities with appropriate financial planning contacts and follow-up on tasksLiaise with clients accountants for year-end tax filingIdentify opportunities for clients to minimize taxes through appropriate strategiesMaintain up-to-date records of clients net-worth and cash flow statementsAdministrationWork with internal departments to facilitate client supportRespond to client inquiries in a timely manner via email phone and in-personAssist with new client onboardingEnsure client files and documentation are accurate and up-to-date using our Salesforce CRMMarketing/Business DevelopmentSupport the team with marketing material website updates and client thought piecesIdentify opportunities among the existing client base for asset consolidation and referralsHelp manage a pipeline of prospects/leads to close new opportunitiesDeepen existing relationships with Centers of Influence (COIs) through ongoing engagementDevelop strong internal/external networks for potential referral sourcesCOMPETENCIESAdvising & Coaching Use knowledge and relationships to assess the needs of internal or external stakeholders come up with recommendations and provide coaching or advice that helps them solve challenges grow and/or reach their goalsBusiness Development Identify qualify pursue and secure leads on new business opportunities to drive revenue growth and expand client base in target markets or customer segmentsCustomer Relationship Management Build manage and nurture client relationships leveraging CRM tools to track interactions understand client needs and deliver consistent serviceFinancial Planning Develop comprehensive financial strategies or recommend products that align resources or assets with clients long-term goals balancing income investments savings and expendituresInvestment & Portfolio Management Develop implement and monitor investment strategies to grow assets manage risk and achieve financial goals while providing informed guidance and support to clients or stakeholdersRegulatory Knowledge Understand and apply relevant laws regulations and standards to meet legal and ethical requirements and reduce risk for clients and the firmRisk Assessment Identify analyze and evaluate risks to make decisions and take actions that manage their likelihood and impact on achieving our objectives for the benefit of our clients firm and communitiesKNOWLEDGE AND EXPERIENCEMinimum of 3 years of client-facing experience within the investment industryRegistered with CIRO as a Registered Representative in good standingPursuing or in possession of industry-recognized designations (eg. CFA CFP or CIM)Intermediate to advanced knowledge of Microsoft 365 with a focus on Excel and VBA codingKnowledge of Broadridges Dataphile and/or Salesforce is an assetStrong verbal and written communication and presentation skillsExcellent attitude and interpersonal skills ability to communicate and work collaborativelyStrong analytical and organizational skills with the ability to manage multiple prioritiesDetail oriented delivering high quality workDisciplined driven and operates with a high level of accountabilityWHAT WE OFFERA culture of openness collaboration and respect is foundational to our firm. We are a diverse driven group of individuals who genuinely care about one another and encourage and appreciate each others contributions. We believe in rewarding team members and do this by providing a competitive total rewards package that is fair and equitable; mentorship programs; flexible work options; and a variety of professional development opportunities to expand your career. This role has an expected salary and commission range of $75000 - $95000/year plus the potential for team is growing and weve got room for one more if youre interested. If this sounds like the environment youd like to work in and you have the credentials and experience for this role we invite you to submit a cover letter and resume by January 27 must be legally eligible to work in Canada. Full disclosure of any restrictions must be disclosed at the time of expressing interest and supporting evidence provided prior to any potential offer of are committed to creating an inclusive accessible workplace where all team members feel valued and supported. If you require accommodation during the recruitment process please email us at appreciate your interest and thank you for taking the time to consider this opportunity. We will be in touch with individuals whose profiles most closely match whats needed to be successful in this role.