Wealth Management Assistant: Client Care & Growth

CGC Canaccord Genuity Corp.; Calgary; On-site; CAD 55,000 - 75,000; Full time

Job summary

Canaccord Genuity Corp. is seeking a detail-oriented professional to join the Wealth Management team in Calgary. The role supports Investment Advisors in cultivating client relationships and ensuring accurate, compliant account administration.

The ideal candidate will have CIRO licensing or progress toward it, 2–3 years in securities, and strong communication and organizational skills. Proficiency with MS Office and interest in financial planning are assets.

Qualifications

• CIRO Licensed as an Investment Representative, or actively working toward designation.
• 2-3 years of related experience in securities industry.
• Excellent communication and interpersonal skills.
• Excellent organizational skills with strong attention to detail.
• Ability to meet deadlines, take initiative and multi-task.
• Ability to work independently with staff and clients at all levels.
• MS Office proficiency.
• Interest in Financial Planning and/or Insurance an asset.
• Experience with Dataphile, Envestnet, Salesforce and netx360 an asset.

Responsibilities

• Partner with Investment Advisors to deliver an exceptional client experience and grow the practice.
• Work toward advancing to Associate Advisor and then Investment Advisor through involvement in business development.
• Anticipate client needs, deliver timely results, and manage administrative tasks.
• Assist Advisors with processing, execution, and confirmation of client transactions.
• Serve as a primary client contact for inquiries, quotes, and trading orders.
• Prepare and distribute reports, client lists, and relevant statistics.
• Process client documentation to ensure accurate accounts and compliance.
• Coordinate with internal departments and external providers for account administration.
• Support marketing efforts, campaigns, communications, and client engagement initiatives.
• Contribute to business development through client retention and referrals.
• Stay updated on policy, regulatory changes, and compliance.

Skills

CIRO Licensed

2-3 years experience

Communication skills

Organizational skills

Deadlines & multitask

Independent work

MS Office

Financial planning interest

Dataphile/Envestnet/Salesforce/netx360

Tools

Dataphile

Envestnet

Salesforce

netx360

Job description

Canaccord Genuity Corp. is seeking a detail-oriented professional to join the Wealth Management team in Calgary. The role supports Investment Advisors in cultivating client relationships and ensuring accurate, compliant account administration.

The ideal candidate will have CIRO licensing or progress toward it, 2–3 years in securities, and strong communication and organizational skills. Proficiency with MS Office and interest in financial planning are assets.