Wealth Management Associate in Vancouver
C
Canaccord Genuity Corp.
📍 vancouver, metro vancouver regional district, Canada
Job Description
Elevate your career with Canaccord Genuity as a Wealth Management Associate in Vancouver. You will play a pivotal role in building client relationships while managing financial plans and documentation.
Canaccord Genuity Corp. seeks a detail-oriented individual to join its advisory team. This Senior Investment Associate role requires over 5 years of wealth management experience and strong interpersonal skills. You will assist in servicing existing clients, updating financial plans, and developing marketing initiatives to enhance the wealth business.
Key Responsibilities:
• Collaborate with Investment Advisors on client relationships
• Update client Financial Plans regularly
• Process and follow up on client documentation
• Assist in servicing current clients effectively
• Contribute to wealth business marketing initiatives
Requirements:
• Licensed Investment Representative or Registered Representative
• 5+ years in Wealth Management
• Excellent communica...
Canaccord Genuity Corp. seeks a detail-oriented individual to join its advisory team. This Senior Investment Associate role requires over 5 years of wealth management experience and strong interpersonal skills. You will assist in servicing existing clients, updating financial plans, and developing marketing initiatives to enhance the wealth business.
Key Responsibilities:
• Collaborate with Investment Advisors on client relationships
• Update client Financial Plans regularly
• Process and follow up on client documentation
• Assist in servicing current clients effectively
• Contribute to wealth business marketing initiatives
Requirements:
• Licensed Investment Representative or Registered Representative
• 5+ years in Wealth Management
• Excellent communica...