Experienced Investment Advisor Assistant Hybrid Role
The Mullings Group • montreal (administrative region), qc • Posted July 04, 2026
About the Role
Advance your professional journey with Haywood Securities as a seasoned Investment Advisor Assistant. Based in Vancouver, this hybrid role supports Advisors across global capital markets.
In this dynamic position, you will engage directly with clients and assist in operational workflows vital to the advisory team's success. You will facilitate transaction processing and ensure compliance while developing valuable client relationships. This role is critical as the team navigates growth in a competitive market.
Key Responsibilities:
• Act as the frontline contact for client account service
• Support Investment Advisors with day-to-day operations
• Manage trade execution processes and documentation
• Ensure smooth client onboarding and record maintenance
• Prepare reports and correspondence for clients
Requirements:
• Canadian Securities Course, CPH, WME certification mandatory
• U.S. securities licensing preferred
• Minimum of 5 years in investment adviso...
In this dynamic position, you will engage directly with clients and assist in operational workflows vital to the advisory team's success. You will facilitate transaction processing and ensure compliance while developing valuable client relationships. This role is critical as the team navigates growth in a competitive market.
Key Responsibilities:
• Act as the frontline contact for client account service
• Support Investment Advisors with day-to-day operations
• Manage trade execution processes and documentation
• Ensure smooth client onboarding and record maintenance
• Prepare reports and correspondence for clients
Requirements:
• Canadian Securities Course, CPH, WME certification mandatory
• U.S. securities licensing preferred
• Minimum of 5 years in investment adviso...