Expected Total Compensation:
$65,000 to $70,000

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 and welcomes accommodations during the interview process.

Responsibilities:

Work directly with a team of Investment Advisors focusing on client relationships and building a sustainable wealth management business.

Assist Investment Advisors with processing and confirming client transactions.

Deal directly with all clients, provide quotes, and execute trading orders.

Maintain account lists and compile statistical information and reports.

Process and follow‑up on client documentation for proper maintenance of accounts.

Assist with servicing existing clients.

Participate in developing the wealth business using various marketing initiatives.





Perform additional administrative duties as required.

Skills & Qualifications:

Completion of the CIRE exam and being fully IR licensed with CIRO required.

2‑3 years of related experience, with a well‑rounded knowledge of the securities industry.

Excellent communication and interpersonal skills.

Excellent organizational skills, with a robust 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.

Intermediate to advanced computer skills: positive working knowledge of MS Office programs.

An interest in Financial Planning and/or Insurance would be beneficial.

Experience with Dataphile, Salesforce, Maximizer, and netx360 would be an asset.
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📌 Investment Advisor Assistant Ontario (Canada)
🏢 Canaccord Genuity Group
📍 Canada