Become an Administrative Assistant at Canaccord Genuity, supporting Investment Advisors in optimizing client interactions and enhancing wealth management solutions. This role combines administrative skills with a financial services focus.
In this role at Canaccord Genuity, you will directly support Investment Advisors with essential administrative tasks that foster strong client relationships within the wealth management framework. Your contributions will include processing transactions and client documentation, along with engaging in marketing strategies to expand business reach. Exceptional organizational skills and ability to multitask will be critical in this position.
Key Responsibilities:
• Support Investment Advisors with transaction processing
• Handle client requests and execute trading orders




• Maintain and compile account lists and reports
• Process and follow up on client documentation
• Assist in developing wealth business through marketing initiatives
Requirements:
• Completion of CSC and CPH preferred; CIRO license a plus
• 2-3 years of experience in the financial sector
• Solid communication and organizational skills
• Detail-oriented with ability to multitask
• Intermediate experience with MS Office and knowledge of Dataphile
Leverage your administrative skills in a rewarding role at Canaccord Genuity, contributing to impactful wealth management solutions.
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📌 Administrative Assistant for Wealth Management (Vancouver)
🏢 CGC Canaccord Genuity
📍 Vancouver