Senior Investment Associate

Canaccord Genuity Group Inc.; Vancouver; On-site; CAD 65,000 - 75,000; Full time

Job summary

A leading financial services firm is seeking a Senior Investment Associate in Vancouver. This role involves working closely with Investment Advisors, maintaining client Financial Plans, and managing client documentation. The ideal candidate has over 5 years of experience in Wealth Management, excellent interpersonal skills, and is licensed with CIRO. Join a dynamic team committed to client success and innovation.

Qualifications

• Licensed as an Investment Representative (IR) or Registered Representative (RR) with CIRO.
• 5+ years of experience managing client relationships and assets.
• Excellent communication and organizational skills.

Responsibilities

• Work directly with Investment Advisors focused on client relationships.
• Keep client Financial Plans updated.
• Process and follow-up on client documentation.

Skills

Investment Representative (IR) or Registered Representative (RR)

5+ years of experience in Wealth Management

Excellent communication and interpersonal skills

Excellent organizational skills

Ability to work independently

Intermediate to advanced computer skills

Tools

MS Office

Dataphile

Salesforce

Conquest

Job description

Senior Investment Associate

Join to apply for the Senior Investment Associate role at Canaccord Genuity Group Inc.

2 days ago – Be among the first 25 applicants.

Pay Range

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.

Base pay range: $65,000.00/yr - $75,000.00/yr

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 building lasting client relationships – we achieve this by generating value for our individual, institutional, and corporate clients through comprehensive investment solutions, brokerage, and investment banking services. We are the 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, tailored 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 energetic, organized and detail-oriented individual with exceptional multi-tasking and interpersonal skills to join a growing advisory team in our Vancouver office.

Responsibilities

• Working directly with a team of Investment Advisors where the focus is on client relationships and building a sustainable wealth management business.
• Assist with keeping client Financial Plans updated and looking for opportunities.
• 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

• Licensed as an Investment Representative (IR) or Registered Representative (RR) with the Canadian Investment Regulatory Organization (CIRO), and a well-rounded knowledge of the securities industry.
• 5+ years of experience working in Wealth Management and managing client relationships and assets.
• 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.
• Experience with Dataphile, Salesforce and Conquest would be an asset.

Application and Eligibility

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 it as fraudulent and do not respond.

Important Notice

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

Mid‑Senior level

Employment Type

Full‑time

Job Function

Finance and Sales

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