Wealth Management Support Specialist for Advisors

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

Job summary

A leading financial services firm is looking for an energetic and organized individual for its Wealth Management team in Vancouver. The successful candidate will support Investment Advisors in building and maintaining client relationships. Responsibilities include processing transactions, maintaining client accounts, and assisting with marketing initiatives. Ideal candidates should have relevant qualifications, excellent communication skills, and a strong attention to detail. This role offers a salary range of $45,000 to $50,000.

Qualifications

• Completion of CSC, CPH and licensed with CIRO required.
• 2-3 years of related experience in the securities industry.
• Excellent communication, organizational skills, and attention to detail.

Responsibilities

• Support a Wealth Management team in client relationships.
• Assist Investment Advisors with processing client transactions.
• Maintain account lists and compile statistical information.

Skills

Excellent communication and interpersonal skills

Excellent organizational skills

Attention to detail

Ability to work independently

Intermediate to advanced computer skills

Education

Completion of CSC, CPH and licensed with CIRO

2-3 years of related experience

Tools

Dataphile

Salesforce

netx360

Job description

A leading financial services firm is looking for an energetic and organized individual for its Wealth Management team in Vancouver. The successful candidate will support Investment Advisors in building and maintaining client relationships. Responsibilities include processing transactions, maintaining client accounts, and assisting with marketing initiatives. Ideal candidates should have relevant qualifications, excellent communication skills, and a strong attention to detail. This role offers a salary range of $45,000 to $50,000.