Job Title

Investment Advisor Assistant / Private Wealth Associate Summary The Cash Management Group at Canaccord Genuity is seeking a highly organized and detail-oriented Investment Advisor Assistant (Private Wealth Associate) to support our Private Wealth team. Our group manages over $7 billion in client assets and is composed of dedicated professionals who bring strong work ethic, integrity, and collaboration to everything they do. This role is integral to the day-to-day operations of our Private Wealth practice. You will work closely with Investment Advisors and internal partners to deliver a high standard of client service, support portfolio administration, and ensure the smooth execution of client requests. Comprehensive training and mentorship will be provided to help you develop a strong understanding of our business, processes, and client expectations. This is a full-time, onsite position based in our downtown Vancouver office. Responsibilities Provide dedicated administrative and operational support the two Investment Advisors within the Private Wealth team Prepare client materials including investment proposals, portfolio summaries, and account documentation using Excel and internal systems Assist with account openings, updates, transfers, and ongoing maintenance in accordance with regulatory requirements Coordinate and schedule client meetings, prepare meeting materials, and assist with follow-ups Support client relationship management by responding to client inquiries in a timely, professional manner Maintain accurate client records and documentation across internal platforms and CRM systems Collaborate with internal teams (trading, compliance, operations) to ensure efficient execution of client requests Assist with reporting, data tracking, and ad hoc administrative projects as needed Contribute to continuous improvement of internal processes to enhance efficiency and client experience Skills & Qualifications An undergraduate degree or higher level of education; CIRO Licensed is an asset (completion of CSC, CPH, CIRE and/or RSE) Vibrant and professional demeanor; Excellent verbal and written communication skills; Ability to articulate clearly; Self-starter attributes, motivated and hardworking; Strong attention to detail; Adaptability to work in a constantly changing and highly demanding environment; A team player attitude and the initiative to identify opportunities to streamline processes, boost efficiencies and uncover new opportunities; Able to present a polished appearance in a formal business environment; Excellent proficiency in Excel; Comfort using cloud application and CRMs. What We Have To Offer Discretionary bonuses (after first year); Employee Stock Purchase Plan; RRSP matching; Benefits package including Medical / Dental, Wellness/HCSA; Daily healthy snacks; Weekly catered lunches and in-office massages; Team events; A supportive, growth-oriented office! How To Apply Qualified applicants should apply directly through LinkedIn. This posting will remain open until a qualified candidate is hired. To learn more about the team and Canaccord Genuity, visit www.cgcashgroup.ca. Want to learn more about our group? Follow us on LinkedIn (@cashmanagementgroup), Instagram (@cgcashgroup) and subscribe to our YouTube Channel (Cash Management Group). Canaccord Genuity Corp. welcomes and encourages applications from all qualified individuals including persons with disabilities. We will provide reasonable accommodations upon request for candidates taking part in all aspects of the recruitment and selection cycle. In order to be considered for employment at Canaccord Genuity, candidates selected for interviews will be required to show proof of citizenship, permanent residence or eligibility to work in Canada with no restrictions. #J-18808-Ljbffr