Support a thriving wealth management team as an Associate Investment Advisor at Canaccord Genuity in Vancouver. Focus on enhancing client services and building sustainable relationships.
Canaccord Genuity is seeking a detail-oriented candidate to bolster its Wealth Management team. In this role, you will work closely with Investment Advisors, assisting in maintaining client Financial Plans and executing trades. With a focus on client acquisition, you'll utilize your strong communication skills and organizational abilities to nurture relationships and identify recent opportunities.
Key Responsibilities:
• Collaborate with Investment Advisors to enhance client relationships
• Update and maintain client Financial Plans and accounts
• Process client transactions and execute trading orders




• Compile reports and maintain statistical information
• Engage in marketing initiatives to develop the wealth business
Requirements:
• CIRO Registered Representative (RR) license required
• 5 years of securities experience preferred
• Proven strong communication and interpersonal skills
• Capability to multi-task and meet deadlines
• Familiarity with MS Office and investment tools
Utilize your expertise in client relationship management to contribute to wealth management excellence at Canaccord Genuity.
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📌 Wealth Management Associate at Canaccord Genuity (Vancouver)
🏢 Canaccord Genuity
📍 Vancouver