Job Description

Investment Advisor Assistant, Wealth Management
Kelowna - Job #7079

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 - 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' 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're 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 experienced Investment Advisor Assistant to join our Wealth Management team in Kelowna.

Responsibilities:

• Assist Investment Advisor with processing and confirming client transactions;
• Deal directly with all clients, provide quotes and execute trading orders;
• Maintain client accounts, compile statistical information and create reports;
• Assist in marketing initiatives;
• Process and follow-up on client documentation for proper maintenance of accounts;
• Assist with servicing existing clients;
• Assist in upcoming and current projects;
• Perform various administrative duties as required.

• Completion of or pursuing CSC and CPH is preferred;
• Well-rounded knowledge of securities industry;
• Excellent communication and interpersonal skills;
• Excellent organizational skills, with a strong attention to detail;
• Professional, responsible and ability to work independently;
• Demonstrated ability to meet deadlines and multi-task;
• Ability to work with employees and clients at all levels is essential;
• Demonstrated ability to take initiative;
• Interest in wealth management is required;
• Intermediate to advanced computer skills: good working knowledge of Microsoft Office programs;
• Knowledge of Dataphile, Salesforce and Envestnet is an asset;
• Candidates must be willing to learn other financial tools and systems.