Investment Advisor Assistant, Wealth Management

Canaccord Genuity Group Inc.; Calgary; Presencial; CAD 45 000 - 65 000; Tempo integral

Resumo da oferta

Canaccord Genuity Corp. in Calgary is seeking an energetic, detail-oriented individual to join our Wealth Management team. The role supports Investment Advisors in establishing and maintaining strong client relationships and handling administrative duties.

You will process client transactions, prepare reports, and liaise with internal teams to ensure compliance while delivering exceptional service to clients and prospects.

Qualificações

• CIRO Licensed as an Investment Representative, or actively working toward obtaining the designation.
• 2-3 years of related experience, with a well-rounded knowledge and interest in 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 an asset.
• Experience with Dataphile, Envestnet, Salesforce and netx360 would be an asset.

Responsabilidades

• Work directly with a team of Investment Advisors, supporting client relationships and contributing to the growth of a sustainable wealth management business.
• Demonstrate a proactive, client-focused approach by anticipating needs, delivering timely and accurate results, and independently managing administrative and operational responsibilities.
• Assist Investment Advisors with the processing, execution, and confirmation of client transactions and trading activities.
• Serve as a primary point of contact for clients by responding to inquiries, providing quotes, executing trading orders, and delivering exceptional service.
• Prepare, maintain, and distribute regular and ad hoc reports, account lists, statistical information, and other business-related reporting.
• Process, review, and follow up on client documentation to ensure accurate account maintenance and compliance requirements are met.
• Liaise with internal departments and external service providers to facilitate account administration, documentation processing, and operational requests.
• Provide marketing support to Advisors, including coordinating digital marketing campaigns, preparing and distributing mass client communications (electronic and mail), maintaining marketing materials, and supporting client engagement initiatives.
• Support business development efforts through various client retention, referral, and marketing initiatives.
• Remain current on company policies, procedures, regulatory requirements, and compliance updates.
• Perform other administrative and operational duties as assigned.

Conhecimentos

CIRO Licensed

Experience in securities

Communication

Organization

Multitasking

Independence

MS Office

Financial Planning interest

CRM tools

Ferramentas

Dataphile

Envestnet

Salesforce

netx360

Descrição da oferta de emprego

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. Our success is built on deep sector expertise, strong relationships, and a commitment to delivering value across our business - for clients, colleagues, partners, and stakeholders. 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 the people and markets we serve, and bringing thoughtful and innovative, solutions to our work. Our entrepreneurial and collaborative culture will challenge you to learn and grow every day. We value great work and are looking for talented people who thrive in a fast-paced environment and want to make an impact through innovative ideas, sound judgement and industry leading best practices.

Come be a part of our Canadian success story and help contribute to the work that drives our business forward. 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 accommodation 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 Calgary. The successful candidate's role will support a Wealth Management team in establishing and maintaining strong client relationships.

Responsibilities:

• Work directly with a team of Investment Advisors, supporting client relationships and contributing to the growth of a sustainable wealth management business;
• Demonstrate a proactive, client-focused approach by anticipating needs, delivering timely and accurate results, and independently managing administrative and operational responsibilities;
• Assist Investment Advisors with the processing, execution, and confirmation of client transactions and trading activities;
• Serve as a primary point of contact for clients by responding to inquiries, providing quotes, executing trading orders, and delivering exceptional service;
• Prepare, maintain, and distribute regular and ad hoc reports, account lists, statistical information, and other business-related reporting;
• Process, review, and follow up on client documentation to ensure accurate account maintenance and compliance requirements are met;
• Liaise with internal departments and external service providers to facilitate account administration, documentation processing, and operational requests;
• Provide marketing support to Advisors, including coordinating digital marketing campaigns, preparing and distributing mass client communications (electronic and mail), maintaining marketing materials, and supporting client engagement initiatives;
• Support business development efforts through various client retention, referral, and marketing initiatives;
• Remain current on company policies, procedures, regulatory requirements, and compliance updates;
• Perform other administrative and operational duties as assigned;

Skills & Qualifications:

• CIRO Licensed as an Investment Representative, or actively working toward obtaining the designation;
• 2-3 years of related experience, with a well-rounded knowledge and interest in 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 an asset;
• Experience with Dataphile, Envestnet, Salesforce and netx360 would be an asset.

#LI-SK1 #LI-Onsite #INDHP

All applications will be held in strict confidence.

In order to be considered for employment, candidates selected for interviewswill 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.