Investment Associate

Salary

Salary Range: $50,000 - $60,000 plus discretionary bonus

We are looking for a detail-oriented, proactive individual with strong analytical skills to join one of our largest advisor teams, the LePoidevin Group, in Vancouver. The LePoidevin Group, led by David LePoidevin, is a high-performing team recently awarded the Wealth Professionals 2025 Advisory Team of the Year.

• Work directly with the team and portfolio managers focusing on trade reconciliation and settlement, trade allocation uploads, and other trade spreadsheet preparation.
• Support daily trading activities by coordinating trade execution and allocations.
• Prepare, validate, and upload trade allocation files for block trades across multiple portfolios.
• Assist with foreign exchange (FX) preparation, including building and preparing Excel spreadsheets for currency conversions.
• Monitor daily cash balances across client accounts and execute money-market trades as needed.
• Perform trade-related calculations and reconciliation of discrepancies.
• Ensure accuracy and completeness of all trade files prior to submission.
• Monitor daily trading activity to identify and resolve discrepancies in a timely manner.

• Minimum 1-2 years of wealth management experience.
• Intermediate to advanced computer skills, especially Microsoft Excel, and good working knowledge of MS Office programs.
• CIRO licensed as an Investment Representative required and Registered Representative preferred.
• Well-rounded knowledge of the securities industry.
• Excellent communication and interpersonal skills.
• Excellent organizational skills, with a strong attention to detail.
• Demonstrated ability to meet deadlines, take initiatives and multi-task.
• Ability to work independently and effectively with employees and clients at all levels.
• Experience with Dataphile, Salesforce and netx
  360 would be an asset.

We strongly encourage applications from all qualified individuals regardless of race, religion, colour, national origin, gender, sexual orientation, age, marital status, or disability status. CG provides an accessible candidate experience; please let us know if you need any accommodation throughout the interview process and beyond.