Investment Advisor Assistant
Canaccord Genuity
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.
Skills
Qualifications
About Canaccord Genuity
canaccordgenuity.comCanaccord 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.
About Canaccord Genuity
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Leadership Team
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
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Salary
$45k – $50k
per year