Investment Advisor Assistant

Canaccord Genuity Group Inc.; Ottawa; On-site; CAD 45,000 - 75,000; Full time

Job summary

Join a leading independent financial services firm as an Investment Advisor Assistant in Ottawa! This dynamic role involves supporting a Wealth Management team in fostering strong client relationships and providing exceptional service. You'll assist with client transactions, maintain account documentation, and contribute to marketing initiatives to grow the wealth business. If you thrive in a collaborative environment and are passionate about the securities industry, this is your chance to make an impact. The firm values diversity and offers a supportive culture where your contributions are recognized. Don't miss out on this exciting opportunity to advance your career in wealth management!

Qualifications

• 2-3 years of experience in the securities industry required.
• Excellent communication and organizational skills are essential.

Responsibilities

• Support Investment Advisors in building client relationships.
• Process client transactions and maintain account documentation.
• Assist in developing the wealth business through marketing initiatives.

Skills

Completion of CSC

Completion of CPH

Licensed with CIRO

Communication skills

Organizational skills

Attention to detail

MS Office proficiency

Interest in Financial Planning

Experience with Dataphile

Experience with Salesforce

Experience with netx360

Education

Completion of CSC

Completion of CPH

Tools

MS Office

Dataphile

Salesforce

netx360

Job description

Investment Advisor Assistant

Apply locations Ottawa, ON time type Full time posted on Posted 8 Days Ago job requisition id JR100317

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 providing innovative, bespoke solutions. Our entrepreneurial and friendly team will challenge you to learn and grow every day. We value excellence and collaboration. We’re looking for talented people who thrive in a dynamic environment and want to have an impact with innovative ideas and best practices.

At CG, we believe 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.

Our Canadian operation, Canaccord Genuity Corp., is currently looking for an energetic, detailed and organized individual to join our Wealth Management team in Ottawa. The successful candidate’s role will support a Wealth Management team in establishing and maintaining strong client relationships.

Responsibilities:

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

Skills & Qualifications:

1. Completion of CSC, CPH and licensed with CIRO required;
2. 2-3 years of related experience, with a well-rounded knowledge of the securities industry;
3. Excellent communication and interpersonal skills;
4. Excellent organizational skills, with a strong attention to detail;
5. Demonstrated ability to meet deadlines, take initiatives and multi-task;
6. Ability to work independently, and effectively with employees and clients at all levels;
7. Intermediate to advanced computer skills: good working knowledge of MS Office programs;
8. An interest in Financial Planning and/or Insurance would be beneficial;
9. Experience with Dataphile, Salesforce and netx360 would be an asset;
10. Have a license to trade with US individuals or be willing to become licensed in the US.

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.