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 solid 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 management
- Process and confirm client transactions and trading activities
- Serve as a primary contact for client inquiries and quotes
- Maintain and distribute reports and account lists accurately
- Assist in marketing campaigns and client engagement initiatives
Requirements:
- 2-3 years of related experience in the securities industry
- CIRO Licensed or pursuing Investment Representative designation
- Strong communication and organizational skills
- Good working knowledge of MS Office programs
- Experience with Dataphile or Salesforce is preferred
Bring your detail-oriented approach to enhance client relations and operational efficiency at Canaccord Genuity in Calgary.