Become a part of the success at Canaccord Genuity as a Wealth Management Support Role in Vancouver, assisting in client relationship management and transaction support.
Canaccord Genuity Corp. seeks an organized and detail-oriented individual to join the Wealth Management team. Your responsibilities will include direct collaboration with Investment Advisors, client transactions, account management, and marketing support. This position will play a vital role in maintaining high client satisfaction and business growth.
Key Responsibilities:
• Collaborate with Investment Advisors to enhance client relationships
• Process and confirm all client transactions accurately
• Manage account lists and prepare statistical reports
• Follow up on essential client documentation
• Engage in marketing strategies for business development
Requirements:
• Preference for CSC, CPH, and CIRO completion
• 2-3 years experience in related financial services
• Robust attention to detail and communication skills
• Proficient in MS Office programs
• Experience with Dataphile and Salesforce is an asset
Contribute to a financial leader while honing your administrative expertise.
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📌 Vancouver Wealth Management Support Role
🏢 Canaccord Genuity Group
📍 Vancouver