Canaccord Genuity Group
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Interested in learning more about joining Canaccord Genuity as an Investment Advisor?  Please click here.

 



Investment Advisor Assistant (Licensed), Wealth Management

Location: Vancouver, BC, Canada

Investment Advisor Assistant (Licensed), Wealth Management – Vancouver– Job # 3750

 

Summary:

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 offices located in Canada, the UK, Guernsey, Jersey, the Isle of Man and Australia.  Canaccord Genuity, the international capital markets division, operates in North America, Europe, Asia, Australia and the Middle East.  To us there are no foreign markets.™
 
Our Canadian operation, Canaccord Genuity Corp., is currently looking for energetic, detailed and organized individuals to join our Wealth Management team in Vancouver. The successful incumbent will support an Investment Advisor in establishing and maintaining strong client relationships.
 

Responsibilities: 
  • Assist Investment Advisor with processing and confirming client transactions;
  • Deal directly with clients, provide quotes and execute trading orders;
  • Perform company research and compile statistical information and reports;
  • Process and follow-up on client documentation for proper maintenance of accounts;
  • Assist with servicing existing clients;
  • Perform additional administrative duties as required

Skills & Qualifications: 
  • Completion of CSC and CPH Investment Representative (IR) or Registered Representative (RR) licensing approval with IIROC an asset;
  • 2-5 years of related experience, with a well-rounded knowledge of the securities industry;
  • Excellent communication and interpersonal skills;
  • Excellent organizational skills, with a strong attention to detail;
  • Demonstrated ability to meet deadlines and multi-task;
  • Ability to work independently, and effectively with employees and clients at all levels;
  • Demonstrated ability to take initiative;
  • Intermediate to advanced computer skills: good working knowledge of Microsoft Office programs;
  • Knowledge of Dataphile an asset.
 
Canaccord Genuity Corp. welcomes and encourages applications from all qualified individuals including persons with disabilities. We will provide reasonable accommodations upon request for candidates taking part in all aspects of the recruitment and selection cycle.
 
Qualified applicants are invited to submit a resume and covering letter including salary expectations. 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. No phone calls please. Thank you for your understanding.
 
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Canaccord Genuity Corp. welcomes and encourages applications from all qualified individuals including persons with disabilities. We will provide reasonable accommodations upon request for candidates taking part in all aspects of the recruitment and selection cycle.

Qualified applicants are invited to submit their resume, cover letter and desired salary. All applications will be held in strict confidence.

We thank all candidates for their interest but only those applicants selected for an interview will be contacted.

For general position inquiries in the USA please click here
For general position inquiries in the UK and Europe please click here
For general position inquiries in China and Hong Kong please click here
For general position inquiries in Australia please click here




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