Become an integral part of Canaccord Genuity's Wealth Management team in Vancouver. Support Investment Advisors in client transactions and enhance the wealth management experience.
We are seeking an organized and proactive Wealth Management Associate to join our Vancouver office. In this role, you will enhance client relationships, assist with transaction processing, and support various marketing initiatives. Your expertise will help maintain client documentation efficiently and contribute to a sustainable wealth management business.
Key Responsibilities:
• Support Investment Advisors in client transactions
• Execute trading orders and provide transaction quotes
• Maintain accurate account lists and reports
• Process client documentation for account maintenance




• Assist in marketing initiatives for wealth business growth
Requirements:
• Licensed as an Investment Representative or Registered Representative
• 3-5 years of experience in the securities industry
• Excellent communication and organizational skills
• Robust attention to detail and ability to meet deadlines
• Proficiency in MS Office; knowledge of Dataphile or Salesforce is a plus
Utilize your financial knowledge and organizational skills to foster client relationships at Canaccord Genuity in Vancouver.
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📌 Wealth Management Associate in Vancouver
🏢 Canaccord Genuity
📍 Vancouver