Coordinate client transactions and trading orders for Canaccord Genuity’s Vancouver advisory team. Solid 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.

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