Investment Advisor Assistant — Elevate Client Service

Ventum Financial • victoria, Canada

Location victoria, capital regional district
Job Type Full-time
Posted June 06, 2026

Role 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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