Join Canaccord Genuity as an Investment Advisor Associate in Vancouver. Your role will focus on client relations, supporting the team to enhance sustainable wealth management.
This creative firm is looking for an organized, energetic individual. You will work directly with investment advisors to develop client relationships, maintain financial plans, and assist with transaction processing. The role demands a thorough understanding of the securities industry and exceptional interpersonal skills.
Key Responsibilities:
• Work with advisors to strengthen client relationships
• Assist in keeping client financial plans updated
• Process and confirm transactions while engaging clients
• Maintain accurate account lists and compile reports
• Engage in marketing initiatives to grow the business
Requirements:
• CIRO Registered Representative license required
• At least 5 years of industry experience
• Solid communication and prospecting skills
• Qualified presentation skills for high-net-worth clients
• Advanced computer skills, especially MS Office
Leverage your expertise in a collaborative environment to support growth at Canaccord Genuity.
J-18808-Ljbffr

📌 Investment Advisor Associate At Canaccord Genuity Vancouver
🏢 CGC Canaccord Genuity
📍 Vancouver