Investment Advisor Assistant
Location
calgary, ab
Job Type
Full-time
Category
Finance
Posted
June 06, 2026
POSITION OVERVIEW
Ventum Financial Corp. is currently looking for Investment Advisor Assistants to join our Private Client Services team in various office locations. This role will support a team of Investment Advisors/Portfolio Managers in establishing and maintaining strong client relationships, and perform required administrative tasks related to marketing, client service and relationship management.
Key Responsibilities
- Actively build strong working relationships across all levels within and outside the branch by maintaining a working knowledge of the business environment, keeping the investment advisor informed, responding to business needs, and providing practical solutions
- Liaison with Back Office Operations/ Retail Equity Trading/ Compliance Enter Equity trades in Dataphile trading platform
- Maintain Quote Watch list of current positions/ Major Indices
- Morning Portfolio sheets prepa...