Investment Advisor Assistant

Canaccord Genuity Group Inc.; Edmonton; On-site; CAD 40,000 - 60,000; Full time

Job summary

A leading financial services firm in Canada is seeking an energetic, detail-oriented entry-level individual to join their advisory team in Edmonton. Responsibilities include working with Investment Advisors on client relations, processing transactions, and supporting clients through various tasks. The ideal candidate will have completed the Canadian Securities Course, possess strong communication and organizational skills, and thrive in a fast-paced environment.

Qualifications

• 2-3 years of relevant experience in the securities industry.
• Licensing with CIRO is required.
• Ability to meet deadlines and work collaboratively.

Responsibilities

• Work with Investment Advisors to build client relationships.
• Assist with processing client transactions and providing quotes.
• Maintain accounts lists and compile necessary reports.

Skills

Communication

Interpersonal Skills

Organizational Skills

Attention to Detail

Multi-tasking

Education

Completion of Canadian Securities Course (CSC)

Conduct & Practices Handbook (CPH)

Tools

MS Office

Naviplan

Conquest

Dataphile

Salesforce

netx360

Job description

Canaccord Genuity (CG) is a leading independent full-service financial services firm, operating in two main segments : wealth management and capital markets. We are committed to building lasting client relationships by providing comprehensive investment solutions, brokerage, and investment banking services. As the leading independent wealth management firm in Canada, and a major provider of investment banking advisory, equity research, and sales and trading services for corporations and institutions, we pride ourselves on understanding our clients’ needs and offering innovative, tailored solutions.

Our entrepreneurial and friendly team encourages learning and growth, values collaboration, and aims to eliminate bureaucratic barriers. We seek talented individuals who thrive in fast-paced environments and are eager to contribute innovative ideas and best practices.

At CG, we believe diversity enhances our business and strengthens client relationships. We welcome applications from all qualified individuals regardless of race, religion, color, national origin, gender, sexual orientation, age, marital status, or disability. We are committed to providing an accessible candidate experience and accommodations during the interview process upon request.

Our Canadian operation, Canaccord Genuity Corp., is currently seeking an energetic, organized, and detail-oriented individual with strong multi-tasking and interpersonal skills to join our growing advisory team in Edmonton.

Responsibilities :

• Work directly with Investment Advisors to focus on client relationships and building a sustainable wealth management business;
• Assist with processing and confirming client transactions;
• Engage directly with clients to provide quotes and execute trading orders;
• Maintain account lists and compile reports and statistical data;
• Handle client documentation for account maintenance;
• Support existing clients through service and administrative tasks;
• Contribute to developing the wealth management business through marketing initiatives;
• Perform additional administrative duties as needed.

Skills & Qualifications :

• Completion of Canadian Securities Course (CSC) and Conduct & Practices Handbook (CPH); licensed with CIRO;
• 2-3 years of relevant experience with solid securities industry knowledge;
• Excellent communication and interpersonal skills;
• Strong organizational skills with keen attention to detail;
• Ability to meet deadlines, take initiative, and multi-task effectively;
• Collaborative work style with clients and team members at all levels;
• Intermediate to advanced proficiency in MS Office;
• Experience with financial planning software like Naviplan and / or Conquest is an asset;
• Experience with Dataphile, Salesforce, and netx360 is an asset.

All applications will be kept confidential. Candidates must show proof of citizenship, permanent residence, or eligibility to work in Canada without restrictions. Only shortlisted candidates will be contacted. No phone inquiries, please. Thank you for your interest.

• Seniority level : Entry level
• Employment type : Full-time
• Job function : Finance and Sales

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