Cultivate client relationships as a Wealth Management Investment Associate in Vancouver with Canaccord Genuity. Support a dynamic team focused on sustainable wealth management solutions.Canaccord Genuity seeks an energetic and organized Investment Associate to support its Wealth Management team in Vancouver. Engage with clients, assist in transaction processing, and contribute to our marketing efforts. You will play a key role in maintaining relationships with existing clients and ensuring accurate account documentation.Key Responsibilities:Work alongside Investment Advisors to enhance client relationshipsProcess and confirm transactions for clientsProvide trading quotes and execute ordersMaintain account listings and relevant client reportsAssist in developing marketing initiatives for wealth managementRequirements:Required licensing as an Investment Representative or Registered Representative3-5 years of relevant securities experienceExcellent interpersonal and communication skillsHighly organized with robust attention to detailProficient in MS Office; experience with Salesforce and Dataphile is a plusBring your experience and relationship-building skills to Canaccord Genuity's Wealth Management team and make a difference.

📌 Vancouver Wealth Management Investment Associate
🏢 Canaccord Genuity
📍 Vancouver