Careers

We are seeking a financial administrative assistant for a team of licensed Investment Advisors (IA) in our Victoria office. Drawing from your experience and/or education in the financial services industry you will support the daily administration needs of the IAs. You have excellent organizational skills and are self-motivated with a keen "can-do" work ethic.

• Assist the IA in preparing for client appointments
• Respond to client inquiries on administrative questions
• Provide market information or quotes to clients
• Follow up with prospective clients and clients on active inquiries
• Communicate effectively with the advisor you work with directly
• Manage incoming and outbound client phone calls
• Ensure client accounts are processed accurately including account opening/closing and transfers
• Communicate with head office associates on compliance and operational matters
• Maintain a current understanding of the regulatory landscape

• Career oriented, works well individually and as part of a team
• Skilled in Microsoft Office
• Quick learner adept to grasping new technologies and processes
• Organized, focused and capable of working under tight deadlines
• Discreet and experienced in handling confidential client information
• Successful completion of the Canadian Securities Course would be an asset
• Driven to deliver client service excellence
• Keen problem-solving skills with the ability to think quickly on your feet

• 2 years IA assistant experience
• High school or equivalent
• IIROC licensed as an Investment Representative or Registered Representative is an asset
• Post-secondary education in a finance related discipline is an asset
• Compensation to be commensurate with experience.

Qualified applicants are invited to submit a resume and covering letter including salary expectations to iaavic@pifinancial.com. All applications will be held in strict confidence. We wish to thank all condidates for their interest but only applications selected for an interview will be contacted.