Canaccord Genuity

Investment Advisor Assistant

Canaccord Genuity

3 months ago
Montreal, QC
Onsite
Full Time
Junior
0 applicants
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Canaccord Genuity
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About this role

Canaccord Genuity is seeking an energetic, organized, and detail-oriented individual to join a growing advisory team in Montreal. The role involves working directly with Investment Advisors to build client relationships and support wealth management activities. The firm values collaboration and innovative solutions to enhance client experiences.

Skills

Qualifications

Completion of Canadian Securities CourseConduct and Practices HandbookLicensed with CIRO
Canaccord Genuity

About Canaccord Genuity

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.

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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