Job Title

Overview Canaccord Genuity (CG) is a leading independent full-service financial services firm, with operations in wealth management and capital markets. We are committed to building lasting client relationships by delivering value to individual, institutional, and corporate clients through investment solutions, brokerage, and investment banking services. We are the leading independent wealth management firm in Canada and a leading mid-market provider of investment banking advisory, equity research, and sales and trading services for corporations and institutions. We value entrepreneurship, collaboration, and a fast-paced environment where talented people can learn, grow, and make an impact with innovative ideas and best practices. We are committed to diversity and encourage applications from all qualified individuals regardless of race, religion, colour, national origin, gender, sexual orientation, age, marital status, or disability status. CG provides an accessible candidate experience. If you need accommodations during the interview process and beyond, please let us know. Our Canadian operation, Canaccord Genuity Corp., is currently looking for an energetic, organized and detail-oriented individual with exceptional multi-tasking and interpersonal skills to join a growing advisory team in our Edmonton office. Responsibilities Working directly with a team of Investment Advisors where the focus is on client relationships and building a sustainable wealth management business Participate in client meetings and contribute to the discovery, planning, and implementation process Prepare financial planning documents, investment proposals, and follow-up communications Process and follow-up on client documentation for proper maintenance of accounts Assist in managing client relationships and ensuring a high standard of service and responsiveness Support business development activities and contribute to the growth of the practice Perform additional administrative duties as required Skills & Qualifications Minimum 3 years of experience in financial services, preferably in a planning or advice capacity Strong interest in becoming a Financial Planner and working in an advice-based role Progress toward or completion of financial planning designations (CFP or QAFP) is an asset Excellent communication skills and a client-first mindset Ability to work independently and effectively with colleagues and clients at all levels Detail-oriented with strong organizational and analytical skills Experience with Dataphile, Salesforce and Conquest would be an asset All applications will be held in strict confidence. To be considered for employment, candidates selected for interviews will be required to show proof of citizenship, permanent residence or eligibility to work in Canada with no restrictions. Protecting your online safety Canaccord Genuity and its affiliates do not use text messages for recruitment purposes. If you have received a text message claiming to be from CG or an authorized representative regarding job recruitment, please treat as fraudulent and do not respond. We thank all candidates for their interest, but only those selected for an interview will be contacted. No phone calls, please. Seniority level Mid-Senior level Employment type Full-time Job function Finance and Sales #J-18808-Ljbffr