Canaccord Genuity

Financial Services

WealthAssociate

Calgary, Alberta, Canada FULL TIME
Market Sentiment
HIGH DEMAND

Neural analysis suggests this role is
optimal for Mid candidates.

The Brief

“Wealth Associate at Canaccord Genuity. Skills: Client relationships, Wealth management, Administrative duties. Work with Investment Advisors. Assist with processing transactions”

Industry & Context.

Financial Services
Eligibility Requirements

Proof of citizenship, Permanent residence eligibility, Eligibility to work in Canada

What They're Looking For.

Must Have

CIRO Licensed as an Investment Representative required, Registered Representative

Nice to Have

Experience with Dataphile, Experience with Envestnet, Experience with Salesforce, Experience with netx360

What You'll Do.

Work with Investment Advisors

Assist with processing transactions

Maintain account lists

Compile statistical information

Prepare client documentation

Coordinate with custodians

Assist with meeting preparation

Assist with servicing clients

Perform administrative duties

Support new client onboarding

Execute client follow-ups

How You'll Work.

Team & Collaboration

Work collaboratively with team members; Work effectively with clients

Communication Scope

Excellent communication skills; Interpersonal skills

Full Job Description

**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. **About the role:** The Cartograph Group is looking for an experienced Administrative Assistant that is passionate in supporting clients and a team of advisors and associates. The Cartograph Group is focused on exceptional client servicing for high net worth clients. **Responsibilities:** * Working directly with a team of Investment Advisors

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