Join Canaccord Genuity as a Wealth Management Advisor Assistant in Toronto, leveraging your client relationship skills and securities knowledge. Support established Advisors in delivering top-notch wealth management solutions.
As a key member of the Wealth Management team, your role will focus on building and maintaining exceptional client relationships. You will assist Investment Advisors with transaction processing, execute trades, and compile essential client reports. Your organizational skills and attention to detail will contribute to enhanced efficiency in practice operations.
Key Responsibilities:
• Assist Investment Advisors in processing client transactions
• Execute trading orders and provide client quotes
• Maintain client account lists and statistical reports




• Process and follow-up on documentation for accounts
• Contribute to marketing initiatives for business development
Requirements:
• CIRE exam completion and CIRO license required
• 2-3 years related experience in the securities industry
• Solid communication and interpersonal skills
• Attention to detail and organizational prowess
• Proficient in MS Office; knowledge of Salesforce is an asset
Bring your expertise in client relationships, organizational skills, and attention to detail to Canaccord Genuity's reputable Wealth Management team in Toronto.
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📌 Wealth Management Advisor Assistant in Toronto
🏢 Canaccord Genuity Group
📍 Toronto