Client Services Associate | Cash Management Group

Canaccord Genuity Group Inc.; Vancouver; On-site; CAD 70,000 - 95,000; Full time

Benefits offered by this job

Competitive salary and potential for bonuses

Medical/Dental coverage

Weekly catered lunches

Weekly massages

Health & wellness perks

Fun team events

Daily healthy snacks

Job summary

A leading financial firm is seeking a Business Development Associate for its Cash Management Group in Vancouver. This full-time position involves managing client relationships and supporting sales teams. Ideal candidates should have market research skills, an undergraduate degree, and proficiency in Excel, alongside a vibrant professional demeanor and excellent communication skills.

Qualifications

• Strong market research skills and attention to detail.
• Completion of CSC or in progress.
• Excellent verbal and written communication.

Responsibilities

• Create custom proposals using Excel.
• Assist in managing client relationships.
• Track and report sales metrics.

Skills

Market Research

Client Relationship Management

Attention to Detail

Communication Skills

Proficiency in Excel

Education

Undergraduate Degree

Canadian Securities Course

Tools

Salesforce

Google Drive

WhatsApp

Box

Evernote

LinkedIn

Job description

Business Development Associate | Cash Management Group

Business Development Associate | Cash Management Group

Get AI-powered advice on this job and more exclusive features.

Canaccord Genuity Group Inc. provided pay range

This range is provided by Canaccord Genuity Group Inc.. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

Base pay range

CA$70,000.00/yr - CA$95,000.00/yr

Direct message the job poster from Canaccord Genuity Group Inc.

Recruitment Associate | Cash Management Group at Canaccord Genuity

Business Development Associate, Cash Management Group, Canaccord Genuity – Vancouver, BC

Summary

The Cash Management Group at Canaccord Genuity is looking for a Business Development Associate to join our high-performing team of finance professionals. We manage over $5 billion in client assets and employ like-minded individuals who display grit, integrity, hard work, and an ability to think outside the box.

This position demands strong market research skills and the ability to execute tasks in a timely manner. Working closely with a team of 30+ finance professionals you will be provided with mentoring and training to ensure you fully understand the way our business is conducted. You need to have a strong work ethic, a positive attitude, and a sharp attention to detail to succeed in this role. This is a full time onsite position out of our downtown Vancouver office.

Responsibilities

• Create custom multi-million dollar proposals using Excel;
• Manage client and partner relationships using our call first policy;
• Assist the sales team setting up meetings with meaningful prospects;
• Track and report monthly sales metrics such as number of calls and meetings;
• Cultivate lead pipeline; and
• Provide ad hoc support for the sales team.

Skills & Qualifications

• An undergraduate degree or higher level of education;
• Completion of or in the process of obtaining the CSC (Canadian Securities Course)
• Vibrant and professional demeanor;
• Excellent verbal and written communication skills;
• Ability to articulate clearly;
• Self-starter attributes, motivated and hardworking;
• Strong attention to detail;
• Adaptability to work in a constantly changing and highly demanding environment;
• A team player attitude and the initiative to identify opportunities to streamline processes, boost efficiencies and uncover new opportunities;
• Able to present a polished appearance in a formal business environment;
• Excellent proficiency in Excel;
• Comfort using cloud applications, WhatsApp, Google Drive, Box, Evernote, Salesforce, LinkedIn and X.

What we have to offer

• Competitive salary and potential for bonuses;
• Competitive benefits package including Medical / Dental coverage;
• The Cash Management Group provides RRSP matching and other benefits including: weekly catered lunches, weekly massages, health & wellness perks, fun team events, and daily healthy snacks.

How to Apply

Qualified applicants are requested to send a resume and cover letter quoting the position to [e-mail] and your LinkedIn profile URL.

Contact us at 604.643.0101 to confirm receipt of your application. Only those applicants who confirm receipt of their resume will be considered for this position. All applications will be held in strict confidence.

This posting will remain open until a qualified candidate is hired. To learn more about the team and Canaccord Genuity, visit www.cgcashgroup.ca.

Want to get noticed? Follow us on LinkedIn (@cashmanagementgroup), Instagram (@cgcashgroup) and subscribe to our YouTube Channel (Cash Management Group).

Canaccord Genuity Corp. welcomes and encourages applications from all qualified individuals including persons with disabilities. We will provide reasonable accommodations upon request for candidates taking part in all aspects of the recruitment and selection cycle.

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

Seniority level

• Seniority level

  Associate

Employment type

• Employment type

  Full-time

Job function

• Job function

  Business Development and Sales

Referrals increase your chances of interviewing at Canaccord Genuity Group Inc. by 2x

Burnaby, British Columbia, Canada CA$70,000.00-CA$80,000.00 6 months ago

Business Development Representative - Remote

Business Development Representative (BDR) - cmBuilder

Burnaby, British Columbia, Canada 3 weeks ago

Manager, Business Development and Sales Enablement

Business Development Associate - Flexible and Remote

Business Development Representative (Contract)

Business Development Representative (Remote)

Burnaby, British Columbia, Canada 4 weeks ago

Burnaby, British Columbia, Canada $100,000.00-$120,000.00 1 week ago

Business Development Specialist - West Canada

Burnaby, British Columbia, Canada 1 week ago

Business Development / Sales Leader - Canada

Sales & Business Development Manager - Canada

We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.