Wealth Management Assistant at Canaccord Genuity

Support advisors in enhancing client relationships at Canaccord Genuity as an Investment Advisor Assistant in Toronto. This role focuses on processing transactions and executing trading orders effectively.
Canaccord Genuity Corp. seeks a detail-oriented professional with 2-3 years of experience in wealth management. You will work with experienced Advisors to maintain exceptional client service and contribute to team efficiency. Key duties include managing client accounts, providing transaction quotes, and executing trades, among other administrative tasks.
Key Responsibilities:
• Assist Advisors with processing client transactions
• Execute trading orders and maintain account lists
• Compile statistical reports on client activity
• Follow up on client documentation and services
• Support marketing initiatives for business development
Requirements:
• Completion of the CIRE exam with CIRO licensing
• 2-3 years of experience in securities industry
• Strong...