Investment Advisor Assistant

Finlogik Offshore Solutions(2 months ago)

Vancouver, BCOnsiteFull TimeJunior$45,000 - $50,000Wealth Management

About this role

Canaccord Genuity is seeking an organized and detail-oriented individual to join their Wealth Management team in Vancouver. This role supports Investment Advisors in nurturing client relationships and maintaining comprehensive wealth management services. The successful candidate will engage directly with clients and assist in facilitating transactions and account management, contributing to the firm’s commitment to excellent client service.

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Required Skills

Client Relationships
Transaction Processing
Account Management
Salesforce
Interpersonal Skills

Qualifications

CSC
CPH
CIRO

About Finlogik Offshore Solutions

canaccordgenuity.com

Canaccord Genuity Group Inc. is a leading independent, full-service financial services firm, with operations in two principal segments of the securities industry: wealth management and capital markets.

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