Wealth Management Associate Advisor

Elevate your career with Canaccord Genuity as a Wealth Management Associate Advisor in Vancouver. Focus on client relations and support investment advisors in developing the business.

This Full-Service financial services firm seeks a diligent, energetic individual. You'll foster client relationships while assisting with updates on financial plans and transaction processing. A role rooted in excellent communication and relationship-building skills is essential for success here.

Key Responsibilities:

• Collaborate with Investment Advisors on client relationship development

• Update client financial plans and identify opportunities

• Assist in processing client transactions and executing trading orders

• Maintain client account lists and generate reports

• Participate in marketing initiatives to enhance wealth business

Requirements:

• Licensed as a Registered Representative with CIRO

• Minimum 5 years of experience in the securities industry

• Excellent communication and relationship-building abilities

• Strong organizational skills with attention to detail

• Proficiency in MS Office and interest in Financial Planning

Bring your investment knowledge and client-focused approach to drive growth at Canaccord Genuity.
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