Cultivate client relationships as a Wealth Management Investment Associate in Vancouver with Canaccord Genuity. Support a agile team focused on sustainable wealth management solutions.
Canaccord Genuity seeks an energetic and organized Investment Associate to support its Wealth Management team in Vancouver. Engage with clients, assist in transaction processing, and contribute to our marketing efforts. You will play a key role in maintaining relationships with existing clients and ensuring accurate account documentation.
Key Responsibilities:
• Work alongside Investment Advisors to enhance client relationships
• Process and confirm transactions for clients
• Provide trading quotes and execute orders
• Maintain account listings and relevant client reports




• Assist in developing marketing initiatives for wealth management
Requirements:
• Required licensing as an Investment Representative or Registered Representative
• 3-5 years of relevant securities experience
• Excellent interpersonal and communication skills
• Highly organized with strong attention to detail
• Proficient in MS Office; experience with Salesforce and Dataphile is a plus
Bring your experience and relationship-building skills to Canaccord Genuity's Wealth Management team and make a difference.
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📌 Vancouver Wealth Management Investment Associate
🏢 Canaccord Genuity
📍 Vancouver