Institutional Investment Advisor | Cash Management Group (British Columbia)

Institutional Investment Advisor | Cash Management Group (British Columbia)

18 Aug
|
Canaccord Genuity Group
|
British Columbia

18 Aug

Canaccord Genuity Group

British Columbia

Overview Recruitment Associate | Cash Management Group at Canaccord Genuity
This full-time, in-office position is based in downtown Vancouver. The Cash Management Group manages over $5 billion in client assets and seeks individuals with a strong work ethic, positive attitude, creative problem-solving skills, and drive to contribute to the Institutional Sales division.
Base pay range : CA$70,000.00/yr - CA$100,000.00/yr
Note: This range is provided by Canaccord Genuity Group Inc. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.
Responsibilities Investment Advisor to the Cash Management Group and associates
Initiate leads and make cold calls to prospective clients
Deliver in-person presentations to prospective clients
Maintain client relationships
Prepare and validate investment order entries
Prepare new client account opening documents
Perform data entry and follow up with clients via phone and email
Provide ad hoc administrative support
Skills & Qualifications Valid RR license with CIRO required
Undergraduate degree or higher
3 to 5 years of work experience as a licensed Investment Advisor
Willingness to make cold calls
Experience with rejection in sales
High level of professionalism
Excellent verbal and written communication skills
Attention to detail and ability to articulate clearly
Self-starter, motivated and hardworking
Adaptability to a constantly changing and demanding setting




Professional demeanor and polished appearance in a formal business environment
Comfortable using cloud and Android applications: WhatsApp, Google Apps (Gmail, Calendar, Drive, Docs), Box, Salesforce, LinkedIn, Slack
What We Have To Offer Quarterly bonuses (after first year)
Employee Stock Purchase Plan
RRSP matching
Benefits package including medical and dental
Daily healthy snacks
Weekly catered lunches and in-office massages
Two annual team events
A supportive, engaging workplace
How To Apply Please apply directly through LinkedIn.
This posting will remain open until a qualified candidate is hired. To learn more about the team and Canaccord Genuity, visit www.cgcashgroup.ca.
Follow us on LinkedIn (@cashmanagementgroup), Instagram (@cgcashgroup) and subscribe to our YouTube Channel (Cash Management Group).
Canaccord Genuity Corp. welcomes applications from all qualified individuals, including persons with disabilities. Reasonable accommodations are available upon request for candidates participating in all aspects of recruitment and selection.
To be considered for employment, candidates selected for interviews will be required to show proof of citizenship, permanent residence, or eligibility to work in Canada with no restrictions.
Employment details Seniority level: Associate
Employment type: Full-time
Job function: Sales, Business Development, and Finance

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📌 Institutional Investment Advisor | Cash Management Group (British Columbia)
🏢 Canaccord Genuity Group
📍 British Columbia

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