Investment Associate

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 building lasting client relationships – we achieve this by generating value for our individual, institutional, and corporate clients through comprehensive investment solutions, brokerage, and investment banking services.  We are the 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, tailored 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.

Our Canadian operation, Canaccord Genuity Corp., is currently looking for an energetic, organized and detail-oriented individual with exceptional multi-tasking and interpersonal skills to join a growing advisory team in our Calgary office.

Responsibilities:

• Working directly with a team of Investment Advisors where the focus is on client relationships and building a sustainable wealth management business;
• General financial planning administration including: data gathering from client and entry into planning software;
• Prepare or assist in the preparation of business correspondence, presentations, reports and spreadsheets;
• Process and follow-up on client documentation for proper maintenance of accounts;
• Assist with servicing existing clients;
• Involvement in developing the wealth business using various marketing initiatives;
• Liaison between clients and accountants;
• Additional projects as needed.

Skills & Qualifications:

• 2-3 years of experience working in Wealth Management and managing client relationships and assets;
• Some basic experience around planning would be preferred;
• Investment licensed would be considered an asset;
• 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;
• Excellent communication and interpersonal skills;
• Excellent organizational skills, with a strong attention to detail;
• Demonstrated ability to meet deadlines, take initiatives and multi-task;
• Ability to work independently, and effectively with employees and clients at all levels;
• Intermediate to advanced computer skills: good working knowledge of MS Office programs;
• Experience with Dataphile, Salesforce and Conquest would be an asset.

#LI-KT1 #LI-Onsite #INDHP

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.

Protecting your online safety:

Canaccord Genuity and its affiliates do not use text messages for recruitment purposes. If you have received a text message claiming to be from CG or an authorized representative regarding job recruitment, please treat as fraudulent and do not respond.

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.