Investment Advisor Assistant

Canaccord Genuity Group Inc.; Toronto; On-site; CAD 80,000 - 100,000; Full time

Job summary

A leading financial services firm in Canada seeks an Investment Advisor Assistant to support a team-focused environment. Responsibilities include client transaction management and relationship building, while the ideal candidate will possess relevant experience and demonstrate strong communication skills. This role offers an excellent opportunity for professional growth within the wealth management sector.

Benefits

Inclusive workplace

Career advancement opportunities

Qualifications

• 1-3 years of related experience in the securities industry.
• Interest in Financial Planning and/or Insurance is beneficial.
• Knowledge of Dataphile is an asset.

Responsibilities

• Assist Investment Advisor with processing and confirming client transactions.
• Deal directly with clients, providing quotes and executing orders.
• Maintain account lists and compile statistical information.

Skills

Excellent communication

Interpersonal skills

Organizational skills

Attention to detail

Ability to multi-task

Resourcefulness

Education

Completion of CSC and CPH

Tools

MS Office

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 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.

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 finding innovative, bespoke 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.

Come be a part of our Canadian success story and help deliver superior experiences for our clients. At CG, we recognize 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 Investment Advisor Assistant to provide support to an established Investment Advisor within a team environment. The successful incumbent must be professional, resourceful, self – motivated and have a strong work ethic. Our ideal candidate is looking for a career and to flourish within a team.

Responsibilities:

• Working directly with a team where the focus is on client relationships and building a sustainable wealth management business;
• Assist Investment Advisor 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:

• Completion of CSC, CPH and licensed with CIRO required;
• 1-3 years of related experience, with a well-rounded knowledge of the securities industry;
• 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;
• An interest in Financial Planning and/or Insurance would be beneficial;
• Knowledge of Dataphile an asset.
  
  

#INDHP

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.

Protecting your online safety:

Canaccord Genuity and its affiliates do not use text messages for recruitment purposes. If you have received a text message claiming to be from CG or an authorized representative regarding job recruitment, please treat as fraudulent and do not respond.

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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