Current Career Opportunities


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Experienced Investment Advisor Career Opportunities at PI Financial Corp.

At PI, our Investment Advisors work in a non-bureaucratic and flexible work environment which allows them to do what they do best - putting our clients' interests first. We support a diverse range of Investment Advisors with a wide variety of needs, specializations and business models.

    At PI:
  • We are not focused on selling proprietary products and give our Advisors complete independence when advising their clients on the right investments for their portfolios
  • Our Advisors are supported by in-house research as well as a wide range of third party research
  • Our highly experienced Executive Team has directed the firm's growth for 30 consecutive years and offers our Advisors strong leadership and support

We are looking for successful, independent Advisors who are committed to their clients for the long term.

If you are interested in a career at PI as an Advisor please call Don Cromar
at 604-718-7511. We will keep your enquiry in the strictest confidence.

Experienced Investment Advisor Overview



Investment Advisor Assistant, Vancouver office

We are seeking a licensed Investment Advisor (IA) Assistant in our Vancouver office. Drawing from your experience and/or education in the financial services industry you will support the daily administration needs of the IA. You have excellent organizational skills and are self-motivated with a keen “can-do” work ethic and experience trading securities.

    Key Task and Responsibilities:
  • 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
  • Process trades and other transactions
  • 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 if the Canadian Securities Course
  • Driven to deliver client service excellence
  • Keen problem-solving skills with the ability to think quickly on your feet
    Qualifications and Experience:
  • 3 years IA assistant experience
  • High school or equivalent
  • IIROC licensed as an Investment Representative or Registered Representative is required
  • Post-secondary education in a finance related discipline an asset

Compensation to be commensurate with experience.

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


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