Canaccord Genuity seeks an Associate Investment Advisor to support its Wealth Management team in Vancouver. This role emphasizes client relations and effective investment solutions to grow business.The successful candidate will work closely with Investment Advisors to enhance client financial plans and ensure smooth processing of transactions. Your role includes maintaining client documentation, statistical reporting, and contributing to wealth business marketing strategies.Key Responsibilities:- Work with Investment Advisors on sustainable client relationships- Maintain and update client financial documentation- Execute trading orders and confirm client transactions- Provide in-depth client service and support- Collaborate on marketing initiatives to grow the wealth businessRequirements:- CIRO Registered Representative (RR) license- Minimum 5 years of industry experience- Proven skills in client acquisition and relationship management- Robust attention to detail and organizational capabilities- Familiarity with Dataphile, Salesforce, and similar CRM platformsBecome a pivotal part of the wealth management team, driving client success at Canaccord Genuity in Vancouver.#J-18808-Ljbffr

📌 Associate For Wealth Management Services (Winnipeg)
🏢 Canaccord Genuity
📍 Winnipeg