Institutional Investment Advisor | Cash Management Group

Canaccord Genuity Group Inc.; Vancouver; On-site; CAD 70,000 - 100,000; Full time

Benefits offered by this job

Quarterly bonuses

Employee Stock Purchase Plan

RRSP matching

Medical and dental benefits

Weekly catered lunches

In-office massages

Job summary

A financial services firm based in downtown Vancouver seeks a Recruitment Associate for its Cash Management Group. This full-time position involves client relationship management, cold calling, and administrative support. The ideal candidate will have a valid RR license, an undergraduate degree, and strong communication skills. The role offers a competitive salary and benefits including bonuses and a supportive workplace environment.

Qualifications

• 3 to 5 years of work experience as a licensed Investment Advisor.
• Valid RR license with CIRO required.
• Willingness to make cold calls.

Responsibilities

• Investment Advisor to the Cash Management Group and associates.
• Initiate leads and make cold calls to prospective clients.
• Deliver in-person presentations to prospective clients.

Skills

Investment Advisor experience

Communication skills

Attention to detail

Self-starter

Adaptability

Education

Undergraduate degree or higher

Tools

Salesforce

Google Apps

WhatsApp

LinkedIn

Job description

Overview

Recruitment Associate | Cash Management Group at Canaccord Genuity

This full-time, in-office position is based in downtown Vancouver. The Cash Management Group manages over $5 billion in client assets and seeks individuals with a strong work ethic, positive attitude, creative problem-solving skills, and drive to contribute to the Institutional Sales division.

Base pay range: CA$70,000.00/yr - CA$100,000.00/yr

Note: This range is provided by Canaccord Genuity Group Inc. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

Responsibilities

• Investment Advisor to the Cash Management Group and associates
• Initiate leads and make cold calls to prospective clients
• Deliver in-person presentations to prospective clients
• Maintain client relationships
• Prepare and validate investment order entries
• Prepare new client account opening documents
• Perform data entry and follow up with clients via phone and email
• Provide ad hoc administrative support

Skills & Qualifications

• Valid RR license with CIRO required
• Undergraduate degree or higher
• 3 to 5 years of work experience as a licensed Investment Advisor
• Willingness to make cold calls
• Experience with rejection in sales
• High level of professionalism
• Excellent verbal and written communication skills
• Attention to detail and ability to articulate clearly
• Self-starter, motivated and hardworking
• Adaptability to a constantly changing and demanding environment
• Professional demeanor and polished appearance in a formal business environment
• Comfortable using cloud and Android applications: WhatsApp, Google Apps (Gmail, Calendar, Drive, Docs), Box, Salesforce, LinkedIn, Slack

What We Have To Offer

• Quarterly bonuses (after first year)
• Employee Stock Purchase Plan
• RRSP matching
• Benefits package including medical and dental
• Daily healthy snacks
• Weekly catered lunches and in-office massages
• Two annual team events
• A supportive, engaging workplace

How To Apply

Please apply directly through LinkedIn.

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

Follow us on LinkedIn (@cashmanagementgroup), Instagram (@cgcashgroup) and subscribe to our YouTube Channel (Cash Management Group).

Canaccord Genuity Corp. welcomes applications from all qualified individuals, including persons with disabilities. Reasonable accommodations are available upon request for candidates participating in all aspects of recruitment and selection.

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.

Employment details

• Seniority level: Associate
• Employment type: Full-time
• Job function: Sales, Business Development, and Finance