Job Description

Investment Advisor Assistant, Wealth Management
Calgary \xe2\x80\x93 Job # 4132

Who we are:

Canaccord Genuity (CG) is a leading independent full-service financial services firm, with operations in two principal segments of the securities industry: wealth management and capital markets. CG is driven by an unwavering commitment to build lasting client relationships \xe2\x80\x93 we achieve this by generating value for our individual, institutional, and corporate clients through comprehensive wealth management solutions and investment banking services. We are a leading independent wealth management firm in Canada, and the leading mid-market provider of investment banking advisory, equity research, sales and trading services for corporations and institutions.

We pride ourselves on understanding our clients\xe2\x80\x99 needs and finding innovative, bespoke solutions. Our entrepreneurial and friendly team will challenge you to learn and grow every day. We value great work and collaboration and strive to eliminate bureaucratic thinking. We\xe2\x80\x99re looking for talented people who thrive in a fast-paced environment and want to have an impact with innovative ideas and best practices.

Come be a part of our Canadian success story and help deliver superior experiences for our clients. At CG, we recognize that diversity across our business strengthens our client relationships and enables more innovative solutions. We strongly encourage applications from all qualified individuals regardless of race, religion, colour, national origin, gender, sexual orientation, age, marital status, or disability status. CG provides an accessible candidate experience. If you need any accommodations throughout the interview process and beyond, please let us know.

Our Canadian operation, Canaccord Genuity Corp., is currently looking for an Investment Advisor Assistant to provide support to an established Investment Advisor within a team environment. The successful incumbent must be professional, resourceful, self \xe2\x80\x93 motivated and have a strong work ethic. Our ideal candidate is looking for a career, not a job, as there is an opportunity to grow and flourish within the team.

Responsibilities:

• Working directly with a team where the focus is on client relationships and building a sustainable wealth management business;
• Assist Investment Advisor with processing and confirming client transactions;
• Deal directly with all clients, provide quotes and execute trading orders;
• Maintain account lists and compile statistical information and reports;
• Process and follow-up on client documentation for proper maintenance of accounts;
• Assist with servicing existing clients;
• Involvement in developing the wealth business using various marketing initiatives;
• Perform additional administrative duties as required.

• Completion of CSC, CPH and licensed with IIROC required;
• 1-3 years of related experience, with a well-rounded knowledge of the securities industry;
• Excellent communication and interpersonal skills;
• Excellent organizational skills, with a strong attention to detail;
• Demonstrated ability to meet deadlines, take initiatives and multi-task;
• Ability to work independently, and effectively with employees and clients at all levels;
• Intermediate to advanced computer skills: good working knowledge of MS Office programs;
• An interest in Financial Planning and/or Insurance would be beneficial;
• Knowledge of Dataphile an asset.