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 team-oriented 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 • Strong 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. #J-18808-Ljbffr

📌 Wealth Management Assistant Vancouver (Winnipeg)
🏢 CGC Canaccord Genuity
📍 Winnipeg