Canaccord Genuity Group Inc.
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Investment Advisor Support at CG
Description
Join CG as an Investment Advisor Support professional focused on building client relationships in wealth management. You will assist advisors with transaction processing and account maintenance.
This key role requires working closely with Investment Advisors, processing trades, and managing documentation for client accounts. With 2-3 years of securities industry experience, you will leverage your communication skills and attention to detail to ensure client satisfaction. Additionally, you will participate in initiatives that promote growth in the wealth management business.
Key Responsibilities:
• Execute client trading orders and quotes
• Compile statistical reports and maintain account lists
• Follow up on client documentation for accounts
• Assist with existing client service needs
• Contribute to marketing efforts for wealth business
Requirements:
• CIRE exam completion and CIRO licensing required
• 2-...
This key role requires working closely with Investment Advisors, processing trades, and managing documentation for client accounts. With 2-3 years of securities industry experience, you will leverage your communication skills and attention to detail to ensure client satisfaction. Additionally, you will participate in initiatives that promote growth in the wealth management business.
Key Responsibilities:
• Execute client trading orders and quotes
• Compile statistical reports and maintain account lists
• Follow up on client documentation for accounts
• Assist with existing client service needs
• Contribute to marketing efforts for wealth business
Requirements:
• CIRE exam completion and CIRO licensing required
• 2-...