Wealth Management Associate Advisor: Grow Clients (Vancouver)

Wealth Management Associate Advisor: Grow Clients (Vancouver)

21 Aug
|
Canaccord Genuity Group
|
Vancouver

21 Aug

Canaccord Genuity Group

Vancouver

Canaccord Genuity Group Inc. in Vancouver seeks an energetic, organized skilled to join our Wealth Management team.

You will support Investment Advisors by maintaining client relationships, processing transactions, and updating financial plans to reflect client goals. Responsibilities include assisting with client onboarding, quotes, and trading orders, plus developing opportunities through diligent follow-up, documentation and reporting.

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📌 Wealth Management Associate Advisor: Grow Clients (Vancouver)
🏢 Canaccord Genuity Group
📍 Vancouver

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