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Investment Advisor Assistant — Elevate Client Service

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Ventum Financial
📍 victoria, Canada
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Location victoria
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Posted June 05, 2026
🚗
Commute Local Area
🎯
Local Opportunity Near You!

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Job Description

A leading Canadian investment firm in Victoria is seeking an Investment Advisor Assistant to support Investment Advisors in delivering exceptional client service. The successful candidate will help maintain client relationships and perform key administrative tasks including trade execution and compliance monitoring. A minimum of 3 years experience in the financial services industry and CIRO licensing are required. The role demands excellent communication skills and strong organizational abilities, with an emphasis on problem-solving in a fast-paced environment.
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📍 Location Details

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City
victoria
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Country
Canada
🚗
Commute
Local Area

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