Investment Associate

Salary

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

About the Role

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.

Responsibilities

• 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 ac...