Institutional Investment Advisor | Cash Management Group (Vancouver)

Institutional Investment Advisor | Cash Management Group (Vancouver)

06 Sep
|
Canaccord Genuity Group
|
Vancouver

06 Sep

Canaccord Genuity Group

Vancouver

Recruitment Associate | Cash Management Group at Canaccord Genuity

This full time, in-office position is based in downtown Vancouver.

The Cash Management

Group manages over $5 billion in client assets and seeks individuals with a strong work ethic, positive attitude, creative problem-solving skills, and drive to contribute to the Institutional Sales division.

Investment Advisor to the Cash Management Group and associates

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

Undergraduate degree or higher

3 to 5 years of work experience as a licensed Investment Advisor

Professional demeanor and polished appearance in a formal business environment

Comfortable using cloud and Android applications: WhatsApp, Google Apps (Gmail, Calendar,



Drive, Docs), Box, Salesforce, LinkedIn, Slack

Quarterly bonuses (after first year)

Benefits package including medical and dental

Weekly catered lunches and in-office massages

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

welcomes applications from all qualified individuals, including persons with disabilities. To be considered for employment, candidates selected for interviews will be required to show proof of citizenship, permanent residence, or eligibility to work in Canada with no restrictions.

Full-time

Sales, Business Development, and Finance #

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

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