Investment Advisor Assistant (Licensed), Wealth Management
Canaccord Genuity Group Inc
Vancouver, BC, CA
5d ago

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 offices in 10 countries worldwide, including Wealth Management offices located in Canada, Australia, the UK, Guernsey, Jersey, and the Isle of Man.

Canaccord Genuity, the international capital markets division, operates in Canada, the US, the UK, France, Ireland, Hong Kong, China, Australia and Dubai.

Our Canadian operation, Canaccord Genuity Corp., is currently looking for energetic individuals to join our Wealth Management team in Vancouver.

You will be joining established Investment Advisory teams within our Wealth Management division.

Responsibilities :

  • Assist Investment Advisors with processing and confirming client transactions;
  • Deal directly with all clients, provide quotes and execute trading orders;
  • Maintain account lists 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, CPH and licensed with IIROC required;
  • 1-3 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.
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