Step into an Associate Investment Advisor role at Canaccord Genuity in Vancouver, where you will focus on client relationships and deliver bespoke wealth management solutions.
In this energetic environment, you’ll assist Investment Advisors by keeping client financial plans updated and processing transactions. Your impact will be seen through proactive client services and by driving initiatives that enhance the wealth management business.
Key Responsibilities: • Support Investment Advisors in client relationship strategies • Keep financial plans updated and identify current opportunities • Process client transactions and trading requests • Maintain documentation for accurate account management • Engage in marketing efforts to grow client base
Requirements: • Licensed as a Registered Representative (RR) with CIRO • 5 years' experience in the securities industry • Strong communication and interpersonal skills • Ability to deliver presentations to high-net-worth clients • Proficient in MS Office and CRM software
Facilitate client success and streamline wealth management efforts with Canaccord Genuity in Vancouver. #J-18808-Ljbffr