Investment Advisor Admin Specialist — Client-Focused

Canaccord Genuity Corp.; Vancouver; On-site; CAD 40,000 - 60,000; Full time

Job summary

Canaccord Genuity Corp. is seeking an Investment Advisor Assistant to join our Vancouver team. The role provides administrative support to Investment Advisors, manages calendars, and handles client inquiries with a focus on confidentiality and efficiency.

The candidate should have experience in banking/securities, be willing to obtain CSC/CPH licenses with CIRO, and demonstrate strong communication and organizational skills in a fast-paced environment.

Qualifications

• Experience in banking, securities and/or brokerage is a plus.
• Willingness to complete CSC, CPH and CIRO licensing.
• Excellent verbal and written communication and interpersonal skills.
• Detail oriented with strong organizational abilities.

Responsibilities

• Assist Investment Advisors with a range of administrative support.
• Answer phones, client inquiries and email client information.
• Provide high level, priority and calendar management.
• Prepare business correspondence, presentations, reports and spreadsheets.
• Process expense reports in a timely and accurate manner.
• Maintain various databases, records and other documents.
• Servicing clients with professionalism, efficiency and confidentiality.
• Assist with special projects as required.

Skills

Attention to detail

Organizational skills

Communication

Computer skills

Discretion and confidentiality

Education

CSC Certification

CPH Certification

CIRO Licensing

Tools

Dataphile

Salesforce

Microsoft Excel

Outlook/PowerPoint

Job description

Canaccord Genuity Corp. is seeking an Investment Advisor Assistant to join our Vancouver team. The role provides administrative support to Investment Advisors, manages calendars, and handles client inquiries with a focus on confidentiality and efficiency.

The candidate should have experience in banking/securities, be willing to obtain CSC/CPH licenses with CIRO, and demonstrate strong communication and organizational skills in a fast-paced environment.