Investment Advisor Assistant | Cash Management Group

Canaccord Genuity Group Inc.; Vancouver; On-site; CAD 50,000 - 90,000; Full time

Job summary

An established industry player seeks an Investment Advisor Assistant to support its Cash Management Group in Vancouver. This full-time, onsite role involves collaborating with a dynamic team to manage client assets and execute market research. Candidates should possess a strong work ethic, attention to detail, and excellent communication skills. With opportunities for mentoring and training, this role is perfect for individuals looking to grow in a fast-paced financial services environment. Enjoy perks like quarterly bonuses, stock purchase plans, and a supportive workplace culture that values teamwork and innovation.

Benefits

Quarterly Bonuses

Employee Stock Purchase Plan

RRSP Matching

Medical / Dental Benefits

Daily Healthy Snacks

Weekly Catered Lunches

In-Office Massages

Annual Team Events

Supportive Work Environment

Qualifications

• Strong market research skills and attention to detail are crucial.
• Must possess excellent verbal and written communication skills.
• Completion of relevant courses like CSC and CPH is required.

Responsibilities

• Create custom proposals using Excel for high-value clients.
• Manage client relationships and assist the sales team.
• Track monthly sales metrics and cultivate lead pipeline.

Skills

Market Research Skills

Attention to Detail

Verbal Communication

Written Communication

Self-Starter Attributes

Adaptability

Team Player Attitude

Education

Undergraduate Degree

Completion of CSC

Completion of CPH

Tools

Excel

Salesforce

Google Drive

WhatsApp

Box

Evernote

Twitter

Job description

Summary

The Cash Management Group at Canaccord Genuity is looking for an Investment Advisor Assistant to join our high-performance team. Our group manages approximately $6 billion in client assets and employs like-minded individuals who come to our office every day with a strong work ethic, a positive attitude, creative problem-solving skills, and grit.

This position demands strong market research skills and the ability to execute tasks in a timely manner. Working closely with a team of 40 professionals you will be provided with mentoring and training to ensure you fully understand the way our business is conducted. You need to have a strong work ethic, a positive attitude, and a sharp attention to detail to succeed in this role. This role will be supporting the private wealth arm of our group.

This is a full-time, onsite position out of our downtown Vancouver office.

Through its principal subsidiaries, Canaccord Genuity Group Inc. (the “Company”) is a leading independent, full-service financial services firm, with operations in two principal segments of the securities industry: wealth management and capital markets.

Responsibilities

• Create custom multi-million dollar proposals using Excel;
• Manage client and partner relationships using our call first policy;
• Assist the sales team setting up meetings with meaningful prospects;
• Track and report monthly sales metrics such as number of calls and meetings;
• Cultivate lead pipeline;
• Provide ad hoc support for the sales team.

Skills & Qualifications

• An undergraduate degree or higher level of education;
• Completion of the CSC (Canadian Securities Course) and CPH (Conducts and Practices Handbook);
• Vibrant and professional demeanor;
• Excellent verbal and written communication skills;
• Ability to articulate clearly;
• Self-starter attributes, motivated and hardworking;
• Strong attention to detail;
• Adaptability to work in a constantly changing and highly demanding environment;
• A team player attitude and the initiative to identify opportunities to streamline processes, boost efficiencies and uncover new opportunities;
• Able to present a polished appearance in a formal business environment;
• Excellent proficiency in Excel;
• Comfort using cloud applications, WhatsApp, Google Drive, Box, Evernote, Salesforce, and Twitter.

What We Have To Offer

• Quarterly bonuses (after first year);
• Employee Stock Purchase Plan;
• RRSP matching;
• Benefits package including Medical / Dental;
• Daily healthy snacks;
• Weekly catered lunches and in-office massages;
• Two annual team events;
• A supportive, fun place to work!

How To Apply

Qualified applicants should apply directly through our website.

This posting will remain open until a qualified candidate is hired. To learn more about the team and Canaccord Genuity, visit www.cgcashgroup.ca.

Want to learn more about our group? Follow us on Twitter (@cashmanagementgroup), Instagram (@cgcashgroup) and subscribe to our YouTube Channel (Cash Management Group).

Canaccord Genuity Corp. welcomes and encourages applications from all qualified individuals including persons with disabilities. We will provide reasonable accommodations upon request for candidates taking part in all aspects of the recruitment and selection cycle.

In order to be considered for employment at Canaccord Genuity, candidates selected for interviews will be required to show proof of citizenship, permanent residence or eligibility to work in Canada with no restrictions.