Support the Wealth Management team at Canaccord Genuity in Calgary as an Investment Advisor Assistant. Provide exceptional client service and handle administrative tasks to strengthen client relationships.Canaccord Genuity is on the lookout for an organized and proactive individual to join its Wealth Management team. As an Investment Advisor Assistant, you will collaborate closely with Investment Advisors to maintain robust client connections and contribute to the growth of a thriving wealth management business. Your responsibilities will encompass managing correspondence, executing transactions,
and supporting marketing initiatives.Key Responsibilities:Support Investment Advisors in client relationship managementProcess and confirm client transactions and trading activitiesServe as a primary contact for client inquiries and quotesMaintain and distribute reports and account lists accuratelyAssist in marketing campaigns and client engagement initiativesRequirements:2-3 years of related experience in the securities industryCIRO Licensed or pursuing Investment Representative designationStrong communication and organizational skillsGood working knowledge of MS Office programsExperience with Dataphile or Salesforce is preferredBring your detail-oriented approach to enhance client relations and operational efficiency at Canaccord Genuity in Calgary.