Support a thriving wealth management team as an Associate Investment Advisor at Canaccord Genuity in Vancouver. Focus on enhancing client services and building sustainable relationships.

Canaccord

Genuity is seeking a detail-oriented candidate to bolster its Wealth Management team. In this role, you will work closely with Investment Advisors, assisting in maintaining client Financial Plans and executing trades. With a focus on client acquisition, you'll utilize your robust communication skills and organizational abilities to nurture relationships and identify recent opportunities. Key Responsibilities:
Collaborate with Investment Advisors to enhance client relationships
Update and maintain client Financial Plans and accounts




Process client transactions and execute trading orders
Compile reports and maintain statistical information
Engage in marketing initiatives to develop the wealth business Requirements:
CIRO Registered Representative (RR) license required
5 years of securities experience preferred
Proven robust communication and interpersonal skills
Capability to multi-task and meet deadlines
Familiarity with MS Office and investment tools Utilize your expertise in client relationship management to contribute to wealth management excellence at Canaccord Genuity.

📌 Wealth Management Associate At Canaccord Genuity Vancouver
🏢 Canaccord Genuity
📍 Vancouver