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Investment Advisor Assistant – Licensed

Toronto, ON

Investment Advisor Assistant (Licensed), Wealth Management, Toronto - Job # 5258


Through its principal subsidiaries, Canaccord Genuity Group Inc. (the “Company”) is a leading independent, full-service financial services firm, with operations in two principal segments of the securities industry: wealth management and capital markets. 
Since its establishment in 1950, the Company has been driven by an unwavering commitment to building lasting client relationships. We achieve this by generating value for our individual, institutional and corporate clients through comprehensive investment solutions, brokerage services and investment banking services. 
The Company has Wealth Management office located in Canada, the UK, Guernsey, Jersey, the Isle of Man and Australia. Canaccord Genuity, the international capital markets division, operates in North America, UK & Europe, Asia, Australia and the Middle East.
Our Canadian operation, Canaccord Genuity Corp., is currently looking for an energetic individual to join our Wealth Management team in Toronto. You will be joining an established team and have an interest in growing your career with Wealth Management.

  • Assist Investment Advisor with processing and confirming client transactions, as well as establish work priorities and ensure deadlines are met and procedures are followed;
  • Deal directly with all clients, provide quotes and execute trading orders;
  • Maintain account lists and compile statistical information and reports, including assembling data and preparing periodic and special reports, manuals and correspondence;
  • Process and follow-up on client documentation for proper maintenance of accounts;
  • Assist with servicing existing clients;
  • Perform business development functions (identifying & qualifying potential investors) as needed; and
  • Perform additional administrative duties as required, including overseeing and co-ordinating office administrative procedures and review, evaluate and implement new procedures.

Skills & Qualifications:
  • Completion of CSC, CPH and licensed with IIROC required;
  • 1-3 years of related experience, with a well-rounded knowledge of the securities industry;
  • Strong proficiency with technology, with excellent working knowledge of Microsoft Office suite;
  • Knowledge of Dataphile an asset;
  • Ability to grasp concepts quickly, and complete timely follow-through;
  • Excellent relationship building and communication skills, with the ability to work effectively with employees and clients at all levels;
  • Excellent organizational skills, with a strong attention to detail;
  • Demonstrated ability to meet deadlines and multi-task; and
  • Ability to work independently and take initiative.
Qualified applicants are invited to submit a resume and covering letter. All applications will be held in strict confidence.
In order to be considered for employment at Canaccord Genuity, candidates selected for interviews will be required to show proof of citizenship, permanent residence or eligibility to work in Canada with no restrictions.
We wish to thank all candidates for their interest but only those applicants selected for an interview will be contacted. Thank you for your understanding.
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