Senior Investment Associate
CGC Canaccord Genuity Corp. • vancouver, Canada
Role Description
Salary Range: $65,000 - $75,000 Responsibilities
Working directly with a team of Investment Advisors focusing on client relationships and building a sustainable wealth management business Assisting with keeping client Financial Plans updated and identifying opportunities Processing and following up on client documentation for proper account maintenance Assisting with servicing existing clients Involvement in developing the wealth business using various marketing initiatives Performing additional administrative duties as required Skills & Qualifications
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 5+ years of experience working in Wealth Management and managing client relationships and assets Excellent communication and interpersonal skills Excellent organizational skills, with a strong attention to detail Demonstrated a...
Working directly with a team of Investment Advisors focusing on client relationships and building a sustainable wealth management business Assisting with keeping client Financial Plans updated and identifying opportunities Processing and following up on client documentation for proper account maintenance Assisting with servicing existing clients Involvement in developing the wealth business using various marketing initiatives Performing additional administrative duties as required Skills & Qualifications
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 5+ years of experience working in Wealth Management and managing client relationships and assets Excellent communication and interpersonal skills Excellent organizational skills, with a strong attention to detail Demonstrated a...