Investment Advisor Assistant

Canaccord Genuity Group Inc.; Calgary; On-site; CAD 50,000 - 70,000; Full time

Job summary

A leading financial services firm is seeking an energetic and organized individual for the role of Investment Advisor Assistant in Calgary. This entry-level position involves supporting Investment Advisors and fostering client relationships, ensuring a collaborative and innovative work environment.

Qualifications

• Entry-level position requiring effective communication and organizational abilities.
• IR and/or RR licensing preferred but not mandatory.
• Detail-oriented individual skilled in multitasking.

Responsibilities

• Assist Investment Advisors in processing and confirming transactions.
• Engage directly with clients for quotes and execute trading orders.
• Maintain account lists and compile reports.

Skills

Excellent communication

Interpersonal skills

Organizational skills

Attention to detail

Ability to meet deadlines

Intermediate to advanced computer skills

Education

IR and/or RR licensing

Tools

MS Office

Naviplan

Conquest

Dataphile

Salesforce

netx360

Job description

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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 building lasting client relationships – we achieve this by generating value for our individual, institutional, and corporate clients through comprehensive investment solutions, brokerage, and investment banking services. We are the 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.

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 building lasting client relationships – we achieve this by generating value for our individual, institutional, and corporate clients through comprehensive investment solutions, brokerage, and investment banking services. We are the 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, tailored 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.

Our Canadian operation, Canaccord Genuity Corp., is currently looking for an energetic, organized and detail-oriented individual with exceptional multi-tasking and interpersonal skills to join a growing advisory team in our Calgary office.

Responsibilities:

• Working directly with a team of Investment Advisors where the focus is on client relationships and building a sustainable wealth management business;
• Assist Investment Advisors with processing and confirming client transactions;
• Deal directly with all clients, provide quotes and execute trading orders;
• Maintain account lists and compile statistical information and reports;
• Process and follow-up on client documentation for proper maintenance of accounts;
• Assist with servicing existing clients;
• Involvement in developing the wealth business using various marketing initiatives;
• Perform additional administrative duties as required.
  
  

Skills & Qualifications:

• IR and/or RR licensing preferred;
• Excellent communication and interpersonal skills;
• Excellent organizational skills, with a strong attention to detail;
• Demonstrated ability to meet deadlines, take initiatives and multi-task;
• Ability to work independently, and effectively with employees and clients at all levels;
• Intermediate to advanced computer skills: good working knowledge of MS Office programs;
• Experience with Financial Planning software Naviplan and/or Conquest considered an asset;
• Experience with Dataphile, Salesforce and netx360 would be 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.

Seniority level

• Seniority level

  Entry level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Finance and Sales

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