Posted 4 months ago
Investment Advisor Assistant
@ Haywood Securities
Vancouver, British Columbia
Overview
Haywood Securities is hiring a full-time Investment Advisor Assistant in Vancouver, BC, on site. The role supports the Sales team with client service, scheduling, account administration and personal assistant tasks. The posting states a 6:15 am start Monday to Friday, a salary of $42,000 to $48,000 plus potential variable commission, and the need to be flexible with hours.
Responsibilities:
- Greeting clients and handling client calls
- Scheduling meetings and managing calendars
- Managing client accounts and paperwork
- Liaising with departments and handling administrative tasks
- Personal assistant duties such as banking and errands
Requirements summary:
- Office-related experience required
- Proficient in Microsoft Excel and Outlook
- Excellent attention to detail for data entry
- Excellent telephone manner and communication skills
- Financial industry experience an asset
- CSC completion an asset
Tools & skills
Benefits mentioned
Source and dates
Employer career site / ATS feed · ultipro
- Employer posting date
- 2026-07-08
- First seen by our source
- 2026-10-08
- Source record updated
- 2026-10-16
These dates describe the source record, not a live verification that the employer is still hiring. Check the original posting.
Job details
| Seniority | Entry level |
| Department | Sales |
| Hours per week | 40 (estimated) |
| Schedule | day |
| Travel | air: none · ground: none |
| Work setting | Office |
| Position | Sitting and standing |
| Physical demands | physical low · computer high |
| Languages | English |
| Licences & certifications | CSC |
Summary and details written by AI from the posting; the employer’s posting is the authority.
Haywood Securities
Saved company profile
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Full company 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. At Haywood, we foster long-term relationships with the companies we support through our often multiple financings in the capital markets and our ongoing advisory services. Our goal is not only to ensure the success of the venture, but also to build enduring value for our investors. We continually strive to enhance our practice of providing clients with ideas and investments that are well-founded and profitable. Our greatest strength lies in our skilled and dedicated employees who are supported by a work environment that promotes creativity and performance.
- LinkedIn followers
- 6,364
- People associated on LinkedIn
- 284
- Reported office locations
- Waterfront Centre, 200 Burrard Street, Suite 700, Vancouver, BC V6C 3L6, CA
- Brookfield Place, 181 Bay Street, Suite 2910, PO Box 808, Toronto, ON M5J 2T3, CA
- 808 First Street SW, Suite 301, Calgary, AB T2P 1M9, CA
- Business categories
- Investment & Asset Management
- Finance
- Other recorded names
- HAYWOOD SECURITIES
- Haywood Securities Inc.
- Profile identifies a recruitment agency
- No
- Reported total investment
- 0
Currency and observation date were not supplied; this is not a current valuation or a funding round.
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…
| Field | Value |
|---|---|
| Industry | Financial Services |
| Company size | 201-500 employees |
| Headquarters | Vancouver, BC |
| Organization type | Privately Held |
| Year founded | 1981 |
| Open jobs on Jobsy | 4 |
| View page |
About Haywood
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.
Job Details
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.
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