Senior Wealth Investment Advisor

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

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.