Investment Associate in Wealth Management

Elevate your career with Canaccord Genuity as an Investment Associate in Wealth Management based in Vancouver. Drive client relationship building while supporting Investment Advisors.

Canaccord Genuity Corp. is seeking a dedicated Investment Associate to join its dynamic Wealth Management team in Vancouver. This role involves building sustainable client relationships and assisting Investment Advisors in processing transactions. Your attention to detail will be critical in maintaining accurate client documentation and supporting various marketing initiatives.

Key Responsibilities:

• Collaborate with Investment Advisors on client interactions

• Assist in processing and confirming client transactions

• Provide quotes and execute trading orders

• Maintain and update account lists and reports

• Support servicing of existing client accounts

Requirements:

• Licensed Investment Representative (IR) or Registered Representative (RR)

• 3-5 years of related securities industry experience

• Strong communication and interpersonal skills

• Excellent organizational and multitasking abilities

• Proficiency in MS Office and experience with Salesforce

Support clients' wealth potential while growing your skills at Canaccord Genuity in Vancouver.
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