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Investment Advisor Assistant - job 1 of 2

Who we are

Canaccord Genuity (CG) is a leading independent full-service financial services firm, with operations in two principal segments of the securities industry: wealth management and capital markets. CG is driven by an unwavering commitment to build lasting client relationships – we achieve this by generating value for our individual, institutional, and corporate clients through comprehensive wealth management solutions and investment banking services. We are a leading independent wealth management firm in Canada, and the leading mid-market provider of investment banking advisory, equity research, sales and trading services for corporations and institutions.

We pride ourselves on understanding our clients’ needs and finding innovative, bespoke solutions. Our entrepreneurial and friendly team will challenge you to learn and grow every day. We value great work and collaboration and strive to eliminate bureaucratic thinking. We’re looking for talented people who thrive in a fast-paced environment and want to have an impact with innovative ideas and best practices.

Come be a part of our Canadian success story and help deliver superior experiences for our clients. At CG, we recognize that diversity across our business strengthens our client relationships and enables more innovative solutions. We strongly encourage applications from all qualified individuals regardless of race, religion, colour, national origin, gender, sexual orientation, age, marital status, or disability status. CG provides an accessible candidate experience. If you need any accommodations throughout the interview process and beyond, please let us know.

The

MannTeam

at Canaccord Genuity Corp., is currently looking for an energetic, motivated, dynamic and ambitious team player to join our Wealth Management team in Vancouver.

Responsibilities:

Perform required job duties in a fast-paced environment with high demands of quality, accuracy and professionalism;
Assist Investment Advisor with a range of administrative support;
Answer phones, client inquiries and email client information;
Open and maintain client files and accounts, shared file documents and website;
Manage transfers;
Process and follow-up on client documentation for proper maintenance of accounts;
Assist with servicing existing clients;
Perform additional administrative duties and assist with projects and initiatives as required.

Skills & Qualifications:

An undergraduate degree or higher level of education; completion of CSC and CPH an asset
Minimum 1-2 years of related experience, with a well-rounded knowledge of the securities industry;
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;
Ability to work in a highly demanding environment;
Strong proficiency with technology, with excellent working knowledge of Microsoft Office suite (Word, Excel, Outlook);
Knowledge of Dataphile an asset.

All applications will be held in strict confidence.

In order to be considered for employment, candidates selected for interviews will be required to show proof of citizenship, permanent residence or eligibility to work in Canada with no restrictions.

We wish to thank all candidates for their interest but only those applicants selected for an interview will be contacted. No phone calls please. Thank you for your understanding.

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