Elevate client experiences at Canaccord Genuity in Toronto as an Investment Advisor Assistant. This role is pivotal in client transaction processing and enhancing the wealth management business.
Canaccord Genuity Corp. is on the lookout for a motivated individual with solid experience in wealth management. You will work closely with Investment Advisors, focusing on nurturing client relationships, processing transactions accurately, and handling necessary follow-ups. Your efforts will support overall practice efficiency.
Key Responsibilities:
• Assist in processing and confirming client transactions
• Execute trading orders and maintain client account records
• Compile reports and statistical data for Advisors
• Manage client documentation and service follow-ups
• Support marketing initiatives for developing wealth services
Requirements:
• CIRE exam completion with CIRO license required
• 2-3 years of relevant securities experience
• Strong communication...