Current Career Opportunities

 

Retail Sales and Trading


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
    Skills:
  • 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 careers@pifinancialcorp.com. 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.


Institutional Sales & Trading

There are currently no open positions.

 

Research

There are currently no open positions.

 

Administration

There are currently no open positions.

 

Investment Banking

There are currently no open positions.

 

Accounting

Client Tax Specialist - Vancouver

We are looking for a knowledgeable and motivated individual with a passion for tax to join our accounting team. Reporting to the Controller, the client tax specialist will be responsible for the accurate and timely completion of all tax reporting for clients. The role requires a progressive thinking individual who is able to prioritize a complex workload and work both independently and as part of a team.

    Responsibilities:
  • Oversee the generation of year-end CRA/IRS tax slip production and delivery to ensure client filing requirements are met;
  • Plan, coordinate and direct various aspects of the CRA/IRS tax compliance, tax accounting and tax research;
  • Research IRS FATCA/QI and CRS requirements and become main point of contact for compliance and IA questions;
  • Assess client documentation for adequacy in meeting regulations;
  • Oversee annual documentation updates to meet CRA and IRS requirements;
  • Participate in various industry committees as they relate to client taxation;
  • Conduct research for the appropriate tax requirements for client transactions;
  • Complete ad hoc tax and industry related projects as required;
  • Maintain monthly reconciliations of CRA and IRS remittance control accounts;
  • Investigate and provide resolution on any entitlement processing issues;
  • Handling phone and written inquiries from Investment Advisors.
    Skills & Qualifications
  • 3 – 5 years of relevant securities industry, tax administration experience required;
  • CPA, CA or CPA, CGA designation would be an asset
  • A good working knowledge of all CRA and IRS reporting and filing obligations as to Investment Income;
  • In-depth knowledge of CRA/IRS withholding and tax reporting requirements;
  • Completion of the CSC and knowledge of investment products and corporate actions an asset;
  • Intermediate to advanced Excel skills required. Knowledge of Dataphile desktop operating system an asset;
  • Demonstrated ability to meet deadlines, with the ability to multi-task and work well under pressure;
  • Strong organizational skills with exceptional attention to detail;
  • Excellent problem solving, interpersonal, verbal and written communication skills.

Qualified applicants are invited to submit a resume and covering letter including salary expectations to careers@pifinancialcorp.com. 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.

 

Management

There are currently no open positions.


Compliance

There are currently no open positions.


Operations & Back Office

There are currently no open positions.