Wealth Development & Prospecting Lead

Canaccord Genuity Group Inc.; Vancouver; On-site; CAD 100,000 - 140,000; Full time

Job summary

Canaccord Genuity Group Inc. through SWP+ in Vancouver seeks a seasoned business development professional to grow a top Canadian wealth management client base.

You will lead prospecting, qualify opportunities, and coordinate research with senior advisors to deliver tailored investment strategies. The role requires 5+ years in financial services, an undergraduate degree, and relevant certifications or active eligibility.

Qualifications

• Five+ years of relevant financial services or business development experience.
• Undergraduate degree or equivalent required.
• CIRO registration or CSC/CPH completion with valid standing; CFA/CIM/CFP/CPA is a plus.

Responsibilities

• Business development and client prospecting: drive pipeline and convert opportunities.
• Investment strategy presentations to clients and prospects.
• Coordinate research, prepare proposals, and follow up with partners; maintain client records in CRM.
• Leverage AI tools to improve research, communications, and workflow while ensuring compliance.

Skills

Prospecting

Relationship building

CRM discipline

Communication skills

Research & due diligence

Education

Undergraduate degree or equivalent

CIRO/CSC/CPH credential (or eligible)

Professional designation (CFA/CIM/CFP/CPA) asset

Tools

Maximizer

Excel

PowerPoint

Outlook

Bloomberg/Dataphile/Thomson ONE knowledge

Job description

Canaccord Genuity Group Inc. through SWP+ in Vancouver seeks a seasoned business development professional to grow a top Canadian wealth management client base.

You will lead prospecting, qualify opportunities, and coordinate research with senior advisors to deliver tailored investment strategies. The role requires 5+ years in financial services, an undergraduate degree, and relevant certifications or active eligibility.