Join Canaccord Genuity's Wealth Management team as an Associate Investment Advisor in Vancouver, providing essential support to build strong client relationships and enhance wealth management solutions.
In this role, you will assist a team of Investment Advisors by managing client financial plans and maintaining client accounts. Your responsibilities also include executing trading orders and compiling reports, ensuring high-quality service to existing and prospective clients.
Key Responsibilities:
• Collaborate with Investment Advisors on client relationship management
• Update and maintain client financial plans
• Process client transactions and trading orders
• Compile account lists and statistical reports




• Assist in developing marketing initiatives for the wealth business
Requirements:
• Registered Representative (RR) license with CIRO
• 5 years of related financial services experience
• Excellent communication and relationship-building skills
• Solid organizational skills with attention to detail
• Proficiency in MS Office and familiarity with CRM tools
Support wealth management solutions through client engagement and relationship-building with Canaccord Genuity in Vancouver.
#J-18808-Ljbffr

📌 Investment Advisor Associate in Vancouver
🏢 Canaccord Genuity Group
📍 Vancouver