Administrative Wealth Associate At Canaccord Genuity Calgary

Overview

Step into an impactful role as an Administrative Wealth Associate with Canaccord Genuity. Support a team of investment advisors while delivering exceptional service to high net worth clients. You will collaborate closely with the Cartograph Group, focusing on client servicing and transaction management for wealth management clients.

Responsibilities include preparing client documentation, coordinating with custodians, and servicing existing clients. A high degree of organization and communication skills is essential as you tackle various administrative duties and assist in current client onboarding workflows.

Key Responsibilities

• Work with Investment Advisors on client relationship building
• Assist in processing and confirming client transactions
• Prepare and manage client account documentation
• Coordinate with custodians and head office efficiently
• Execute follow-ups with clients effectively

Requirements

• CIRO Licensed as an Investment Representative required
• Minimum 5 years industry-related experience
• Solid organizational and time management skills
• Intermediate knowledge of MS Office and reporting tools
• Excellent communication and teamwork abilities

Contribute to growing wealth management solutions at Canaccord Genuity while building rewarding client relationships.