Salary Range: Starting at $90,000
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:
Our Canadian operations is currently looking for a Senior Investment Associate to join a Chairman’s Club team in our Vancouver office. The Advisor and team assist their clients with portfolio management, estate planning, and implementing effective transition strategies for family wealth and business ownership.

Responsibilities

• Act as the first point of contact for clients;
• Manage the complete new client onboarding process;
• Use in depth knowledge of complex client accounts (managed accounts, trusts, holdcos) to get documents in order and keep accounts in good order;
• Work alongside client service team to manage the schedule, organize client meetings and collect all paperwork as required;
• High level knowledge of compliance issues and administration of a wealth management business is required;
• Ability to execute trades when required;
• High level client communication and ability to engage in a friendly manner on the phone and in person is a must;
• Business is 90% managed accounts but the ability to trade in one-off scenarios is a big asset.

Skills & Qualifications

• Minimum 5 years of experience working in a Wealth Management team under an established Advisor;
• Licensed as an Investment Representative (IR) or Registered Representative (RR) with the Canadian Investment Regulatory Organization (CIRO), and a well-rounded knowledge of the securities industry;
• Passionate about the industry, committed to client satisfaction;
• Superior customer service skills and ability to work with clients and employees at all levels;
• Excellent communication and interpersonal skills;
• Must be results driven and take strong initiative;
• Professional, responsible and ability to work independently.

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All applications will be held in strict confidence.
In order to be considered for employment, candidates selected for interviews will be required to show proof of citizenship, permanent residence or eligibility to work in Canada with no restrictions.
We wish to thank all candidates for their interest but only those applicants selected for an interview will be contacted. No phone calls please. Thank you for your understanding.

• Act as the first point of contact for clients;
• Manage the complete new client onboarding process;
• Use in depth knowledge of complex client accounts (managed accounts, trusts, holdcos) to get documents in order and keep accounts in good order;
• Work alongside client service team to manage the schedule, organize client meetings and collect all paperwork as required;
• High level knowledge of compliance issues and administration of a wealth management business is required;
• Ability to execute trades when required;
• High level client communication and ability to engage in a friendly manner on the phone and in person is a must;
• Business is 90% managed accounts but the ability to trade in one-off scenarios is a big asset