Support client relationships as a Wealth Management Assistant at Canaccord Genuity in Vancouver. Collaborate with Investment Advisors to ensure seamless transaction processing and account maintenance.
Canaccord Genuity is seeking a detailed and energetic individual to enhance its Wealth Management team. This role requires a proactive approach to assist Investment Advisors in building sustainable client relationships and executing trading orders. Strong organizational skills and attention to detail are essential for success in this collaborative environment.
Key Responsibilities:
• Assist Investment Advisors with client transactions and confirmations
• Provide quotes and execute client trading orders
• Maintain organized account lists and compile reports




• Process client documentation for account maintenance
• Support ongoing service for existing clients
Requirements:
• Completion of CSC, CPH and CIRO licensing
• 2-3 years of experience in the securities industry
• Robust communication and interpersonal skills
• Intermediate to advanced MS Office proficiency
• Experience with Dataphile or Salesforce is a plus
Bring your dedication to client service and organizational skills to support Canaccord Genuity's Wealth Management team in Vancouver.
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📌 Wealth Management Assistant Vancouver
🏢 CGC Canaccord Genuity
📍 Vancouver