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 relationshipsProcess and confirm all client transactions accuratelyManage account lists and prepare statistical reportsFollow up on essential client documentationEngage in marketing strategies for business developmentRequirements:Preference for CSC, CPH, and CIRO completion2-3 years experience in related financial servicesStrong attention to detail and communication skillsProficient in MS Office programsExperience with Dataphile and Salesforce is an assetContribute to a financial leader while honing your administrative expertise.

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