Vancouver Senior Investment Associate

Position: Vancouver Senior Investment Associate Role
Join Canaccord Genuity as a Senior Investment Associate in Vancouver and foster meaningful client relationships while ensuring effective asset management. This position is central to sustaining our wealth management efforts.

Canaccord Genuity Corp. is looking for a proactive and organized individual with over 5 years of wealth management experience. In this role, you will work hand-in-hand with Investment Advisors, update client financial plans, and maintain client documentation efficiently. You will also support marketing initiatives focused on expanding our wealth service offerings.

Key Responsibilities:

• Directly support Investment Advisors with client interactions

• Keep Financial Plans current and relevant

• Manage client documentation systematically

• Enhance client servicing efforts continuously

• Partake in marketing initiatives for the wealth business

Requirements:

• CIRO licensed as IR or RR

• A track record of 5+ years in Wealth Management

• Exceptional communication and detail orientation

• Capable of working independently and collaboratively

• Intermediate computer skills, particularly in MS Office

Utilize your client relationship skills to help Canaccord Genuity elevate client experiences in Vancouver's vibrant market.
#J-18808-Ljbffr