Elevate your career as a Wealth Associate at Canaccord Genuity, focusing on providing exceptional support to investment advisors and high net worth clients. Join a team that values innovation and collaboration.
In this role, you will work directly with a team of Investment Advisors dedicated to building sustainable client relationships in wealth management. You will assist with managing client transactions, preparing documentation, and coordinating with custodians. Your contribution is essential in delivering superior client experiences while tackling additional administrative duties and supporting onboarding processes.
Key Responsibilities:
• Collaborate with Investment Advisors on client relationship management
• Process and confirm client transactions effectively
• Maintain accurate account lists and generate reports
• Prepare client documentation for account maintenance
• Support meeting preparations and client follow-ups
Requirements:
• CIRO Licensed as ...