Elevate your career as an Investment Advisor Support at Canaccord Genuity in Toronto. This role requires strong relationship building and administrative skills to enhance client services.

You will support a team of established Investment Advisors, assisting them in processing transactions, executing trades, and managing client documentation. Your ability to organize and maintain information will be crucial in fostering client satisfaction and practice efficiency. This is an exciting chance to grow within a leading financial services firm.

Key Responsibilities:
• Work with Investment Advisors to enhance client relationships
• Confirm and process client transactions efficiently
• Provide trading quotes and manage execution of orders




• Prepare reports and maintain statistical information
• Participate in marketing efforts to grow the wealth business

Requirements:
• Completion of CIRE exam and CIRO licensing necessary
• 2-3 years of relevant experience in the financial sector
• Excellent communication and organizational skills
• High attention to detail with solid multitasking abilities
• Familiarity with MS Office and CRM systems is desirable

Contribute to delivering exceptional client experiences through your initiative and expertise at Canaccord Genuity in Toronto.
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📌 Investment Advisor Support Role at Canaccord Genuity (Ontario)
🏢 Canaccord Genuity Group
📍 Ontario