Institutional Investment Advisor

Cash Management Group, Canaccord Genuity – Vancouver, BC

Summary The Cash Management Group at Canaccord Genuity is looking for an Investment Advisor to join our high-performance team. Our group manages over $7 billion in client assets and employs like-minded individuals who come to our office every day with a strong work ethic, a positive attitude, creative problem-solving skills, and grit.

This position demands a blend of talent, sales experience and well-developed interpersonal skills. Working closely with a team of 30 professionals, you will be provided with mentoring and training to ensure you fully understand the way our business is conducted. You have a strong work ethic and positive attitude that contributes to growing the Institutional Sales division of our business.

This is a full time, in-office position out of our downtown Vancouver office.

Key Responsibilities

- Investment Advisor to the Cash Management Group and associates;
- Initiate leads and cold calls to prospective clients;
- Deliver in-person presentations to prospective clients;
- Maintenance of client relationships;
- Prepare and validate investment order entries;
- Prepare new client account opening documents;
- Perform data entry and follow up with clients via phone and email;
- Provide ad hoc administrative support.

Skills & Qualifications

- Valid Registered Representative license with CIRO is required;
- An undergraduate degree or higher level of education;
- 5-7 years of work experience as a licensed Investment Advisor;
- Willing and eager to make cold calls;
- Experience with rejection in sales;
- High level of professionalism;
- Excellent verbal and written communication skills;




- Attention to detail is a must with the ability to articulate clearly;
- Self-starter attributes, motivated and hardworking;
- Adaptability to work in a constantly changing and highly demanding workplace;
- Vibrant and professional demeanor;
- Able to present a polished appearance in a formal business environment;
- Comfortable using cloud and Android applications: WhatsApp, Google Apps (Gmail, Calendar, Drive, Docs,) Box, Salesforce, LinkedIn, and Slack.

What We Offer

- Competitive salary
- Employee Stock Purchase Plan
- RRSP matching
- Comprehensive benefits (Medical, Dental, Wellness/HCSA)
- Daily healthy snacks, weekly catered lunches, and in-office massages
- Team events and a highly collaborative culture
- A growth -oriented workplace with strong mentorship and career development opportunities

How to Apply Qualified applicants are requested to apply through LinkedIn.

This posting will remain open until a qualified candidate is hired. To learn more about the team and Canaccord Genuity, visit www.cgcashgroup.ca.

Want to get noticed? Follow us on LinkedIn (@cashmanagementgroup), Instagram ( @cgcashgroup) and subscribe to our YouTube Channel (Cash Management Group).

Canaccord Genuity Corp. welcomes and encourages applications from all qualified individuals including persons with disabilities. We will provide reasonable accommodations upon request for candidates taking part in all aspects of the recruitment and selection cycle.

In order to be considered for employment at Canaccord Genuity, candidates selected for interviews will be required to show proof of citizenship, permanent residence or eligibility to work in Canada with no restrictions.

📌 Institutional Investment Advisor | Cash Management Group (Vancouver)
🏢 Canaccord Genuity Group
📍 Vancouver