Canaccord Genuity is seeking a Wealth Management Client Support qualified in Calgary. This role focuses on enhancing client relationships while assisting the Investment Advisors with administrative duties.The chosen candidate will join the esteemed team in Calgary to support client engagement in Wealth Management. A proactive approach towards client-facing responsibilities is essential, along with a keen focus on organizing transactions and reporting. This position requires organizational skills, a solid understanding of the securities industry,



and an ability to work independently.Key Responsibilities:Support Investment Advisors in client relationship managementExecute client transaction processes accurately and timelyRespond to client inquiries and provide exceptional servicePrepare and distribute reports and documentationLiaise with internal teams and external providers for account administrationRequirements:CIRO Licensed or working towards it2-3 years of relevant experience in financeStrong communication and interpersonal skillsExcellent attention to detail and organizationProficiency in MS Office and financial software toolsBring your organizational skills and attention to detail to support Canaccord Genuity in delivering exceptional client services.

📌 Wealth Management Client Support - Calgary
🏢 Canaccord Genuity Group
📍 Calgary