Build client-focused wealth management support experience in Vancouver by assisting Investment Advisors with transactions, documentation, and account service.
Canaccord Genuity Corp. seeks an organized, detail-oriented Administrative Assistant for a 12-month advisory team contract. You will deal directly with clients while supporting Investment Advisors. Daily work includes trading orders, account maintenance, reports, and existing client service.
Key Responsibilities: Assist Investment Advisors with client transactions
Deal directly with clients and provide quotes
Execute trading orders accurately
Maintain account lists and statistical information
Service existing clients as required
Requirements: Two to three years of related experience
Robust organizational skills and attention to detail
Ability to meet deadlines and multitask
Ability to work independently with clients
Experience with Dataphile, Salesforce, or netx360 an asset
Use your communication, organization, and securities industry knowledge to support Investment Advisors and clients at Canaccord Genuity.

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📌 Investment Advisor Assistant Vancouver (British Columbia)
🏢 Canaccord Genuity
📍 British Columbia