Associate Investment Advisor Role

Join Canaccord Genuity as an Associate Investment Advisor, focusing on enhancing client relationships in the dynamic Vancouver market. Drive wealth management growth by collaborating with Investment Advisors.

CG is looking for a motivated and organized individual for its Wealth Management team.

Your role will involve supporting Investment Advisors by maintaining financial plans and managing client transactions. You'll leverage your relationship-building skills to assist in acquiring new clients and enhancing existing relationships through effective communication and follow-up.

Key Responsibilities:

• Build strong client relationships and support Investment Advisors

• Assist with updates to client Financial Plans

• Process client transactions with accuracy and timeliness

• Handle trading orders and documentation for client management

• Participate in marketing initiatives for wealth management

Requirements:

• Registered Representative (RR) license with CIRO

• 5 years of experience in securities industry

• Strong relationship-building and communication skills

• Intermediate computer skills with MS Office

• Excellent organizational and multitasking abilities

Leverage your client-facing skills to positively impact wealth management at Canaccord Genuity in Vancouver.
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