Wealth Management Advisor: Client Relationships & Growth

Canaccord Genuity Corp.; Vancouver; On-site; CAD 45,000 - 50,000; Full time

Job summary

Canaccord Genuity Corp. in Vancouver seeks an energetic, detail-oriented Wealth Management support professional to join our team.

You will work with Investment Advisors on client relationships, maintain financial plans, process transactions, and help grow assets. The role requires CIRO Registered Representative licensing, ~5 years of experience in securities, strong communication, and the ability to manage a disciplined pipeline and schedules.

Qualifications

• Licensed as Registered Representative (RR) with CIRO.
• 5 years of related experience in securities.
• Strong communication and interpersonal skills.
• Proven ability to prospect and grow assets.
• Ability to manage client pipelines and schedules.

Responsibilities

• Support Wealth Management team with client relationships.
• Assist with updating Financial Plans and processing transactions.
• Maintain client lists and prepare reports.
• Identify opportunities to expand wealth management services.
• Coordinate marketing initiatives to grow the practice.

Skills

Registered Representative

CIRO license

Client relationships

Communication skills

MS Office

Tools

Dataphile

Salesforce

netx360

Job description

Canaccord Genuity Corp. in Vancouver seeks an energetic, detail-oriented Wealth Management support professional to join our team.

You will work with Investment Advisors on client relationships, maintain financial plans, process transactions, and help grow assets. The role requires CIRO Registered Representative licensing, ~5 years of experience in securities, strong communication, and the ability to manage a disciplined pipeline and schedules.