Investment Advisor Support Role at Canaccord Genuity
Canaccord Genuity Group Inc. • oakville, Canada
Role Description
Explore a dynamic career as an Investment Advisor Support professional at Canaccord Genuity, emphasizing client relationship building and transaction assistance in a thriving wealth management landscape.
In this essential role, you'll collaborate with Investment Advisors to support client interactions and follow through on transaction processes. Candidates should bring 2-3 years of relevant industry experience and be eager to excel in a detail-oriented environment. Strong organizational and communication skills are vital for navigating client demands and operational tasks.
Key Responsibilities:
• Engage with clients to process transaction requests
• Assist in compiling reports and maintaining accounts
• Execute client trading orders accurately
• Support the development of wealth management strategies
• Perform various administrative tasks as needed
Requirements:
• Completion or pursuit of CSC, CPH, and CIRO certification
• 2-3 years of experience in the fi...
In this essential role, you'll collaborate with Investment Advisors to support client interactions and follow through on transaction processes. Candidates should bring 2-3 years of relevant industry experience and be eager to excel in a detail-oriented environment. Strong organizational and communication skills are vital for navigating client demands and operational tasks.
Key Responsibilities:
• Engage with clients to process transaction requests
• Assist in compiling reports and maintaining accounts
• Execute client trading orders accurately
• Support the development of wealth management strategies
• Perform various administrative tasks as needed
Requirements:
• Completion or pursuit of CSC, CPH, and CIRO certification
• 2-3 years of experience in the fi...