Canaccord Genuity Group Inc.
Investment Advisor Assistant in Wealth Management
Job Description
Join CG as an Investment Advisor Assistant skilled in client relations and wealth management. Support advisors in trading, client transactions, and account management to build sustainable business.
In this role, you will directly support Investment Advisors by processing transactions and maintaining client relationships. With 2-3 years of experience in the securities industry and excellent organizational skills, you will contribute to developing the wealth management business through various marketing initiatives. Bring your interpersonal skills and attention to detail to enhance the client experience.
Key Responsibilities:
• Assist Investment Advisors with client transactions
• Provide quotes and execute trading orders
• Maintain client account lists and reports
• Process documentation for account maintenance
• Participate in wealth business development initiatives
Requirements:
• Completion of CIRE exam and CIRO licensing
• 2-3 years of relevant industry...
In this role, you will directly support Investment Advisors by processing transactions and maintaining client relationships. With 2-3 years of experience in the securities industry and excellent organizational skills, you will contribute to developing the wealth management business through various marketing initiatives. Bring your interpersonal skills and attention to detail to enhance the client experience.
Key Responsibilities:
• Assist Investment Advisors with client transactions
• Provide quotes and execute trading orders
• Maintain client account lists and reports
• Process documentation for account maintenance
• Participate in wealth business development initiatives
Requirements:
• Completion of CIRE exam and CIRO licensing
• 2-3 years of relevant industry...
Ready to Apply?
Take the next step in your career journey with Canaccord Genuity Group Inc.
Apply Now