Investment Planning Consultant
$45k per yearCanaccord Genuity Corp.
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 build lasting client relationships – we achieve this by generating value for our individual, institutional, and corporate clients through comprehensive wealth management solutions and investment banking services. We are a 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.
At CG, we believe that diversity across our business strengthens our client relationships and enables more innovative solutions. We strongly encourage applications from all qualified individuals regardless of race, religion, colour, national origin, gender, sexual orientation, age, marital status, or disability status. Working directly with an Investment Advisor where the focus is on client relationships and building a sustainable wealth management business;
Assist Investment Advisors with processing and confirming client transactions;
Maintain account lists and compile statistical information and reports;
Process and follow-up on client documentation for proper maintenance of accounts;
Involvement in developing the wealth business using various marketing initiatives;
Perform additional administrative duties as required.
Completion of or willingness to complete CSC, CPH and become IR licensed with CIRO required;
- Intermediate to advanced computer skills: good working knowledge of MS Office programs;
- An interest in Financial Planning and/or Insurance would be beneficial;
- Experience with Dataphile, Envestnet, Conquest, and Salesforce would be an asset.
#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: 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.
No phone calls please.
Vacancy posted 27 days ago
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