Coordinate client transactions and trading orders for Canaccord Genuity’s Vancouver advisory team. Robust interpersonal skills and attention to detail are essential.
This 12-month contract supports Investment Advisors focused on client relationships and sustainable wealth management growth. You will service existing clients, maintain account information, process documentation, and prepare statistical reports. The role also includes marketing initiatives, administrative duties, and direct communication with clients. Completion of CSC and CPH, with CIRO licensing, is preferred.
Key Responsibilities: Deal directly with clients and provide transaction quotes
Execute trading orders and confirm completed transactions
Process client documentation for account maintenance




Maintain account lists and statistical information
Assist wealth business development through marketing initiatives
Requirements: Completion of CSC and CPH preferred
CIRO licensing preferred for the position
Ability to work independently and meet deadlines
Experience handling multiple priorities with initiative
Dataphile, Salesforce, or netx360 experience is an asset
Apply your securities knowledge, client communication, and transaction coordination skills within Canaccord Genuity’s Vancouver office.

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📌 Investment Advisory Operations Assistant (British Columbia)
🏢 CGC Canaccord Genuity
📍 British Columbia