Become a part of the success at Canaccord Genuity as a Wealth Management Support Role in Vancouver, assisting in client relationship management and transaction support.

Canaccord Genuity

Corp. seeks an organized and detail-oriented individual to join the Wealth Management team.

Your responsibilities will include direct collaboration with Investment Advisors, client transactions, account management, and marketing support. This position will play a vital role in maintaining high client satisfaction and business growth. Key Responsibilities:

- Collaborate with Investment Advisors to enhance client relationships
- Process and confirm all client transactions accurately
- Manage account lists and prepare statistical reports
- Follow up on essential client documentation
- Engage in marketing strategies for business development

Requirements:

- Preference for CSC, CPH, and CIRO completion
- 2-3 years experience in related financial services
- Solid attention to detail and communication skills
- Proficient in MS Office programs
- Experience with Dataphile and Salesforce is an asset

Contribute to a financial leader while honing your administrative expertise.

📌 Vancouver Wealth Management Support Role
🏢 Canaccord Genuity Group
📍 Vancouver