Client-Focused Investment Advisor Assistant
CGC Canaccord Genuity Corp. • vancouver, Canada
Role Description
Join a vibrant wealth management team as a Client-Focused Investment Advisor Assistant. Focus on enhancing client relationships and supporting advisory operations in this crucial role.
This position involves direct collaboration with Investment Advisors to handle client transactions and ensure smooth account operations. You will be instrumental in providing quotes, executing trades, and maintaining documentation for effective client service. Your efforts will contribute to the growth of the wealth management business through innovative marketing initiatives.
Key Responsibilities:
• Process and confirm client transaction requests
• Execute trading orders and provide accurate quotes
• Compile and maintain account lists and statistical reports
• Follow up on client documentation for account accuracy
• Assist with existing client servicing needs
Requirements:
• Required completion of CSC, CPH, and CIRO licensing
• 2-3 years’ relevant securities industry experi...
This position involves direct collaboration with Investment Advisors to handle client transactions and ensure smooth account operations. You will be instrumental in providing quotes, executing trades, and maintaining documentation for effective client service. Your efforts will contribute to the growth of the wealth management business through innovative marketing initiatives.
Key Responsibilities:
• Process and confirm client transaction requests
• Execute trading orders and provide accurate quotes
• Compile and maintain account lists and statistical reports
• Follow up on client documentation for account accuracy
• Assist with existing client servicing needs
Requirements:
• Required completion of CSC, CPH, and CIRO licensing
• 2-3 years’ relevant securities industry experi...