Experienced Wealth Associate at Canaccord Genuity

Step into the crucial role of Wealth Associate at Canaccord Genuity, where you will provide comprehensive administrative support to Investment Advisors focused on high-net-worth clients. Enhance client relationships through efficient transaction management.

Canaccord Genuity is a leading full-service financial firm, and we value strong client relationships built on trust and tailored solutions. We're looking for a Wealth Associate with a minimum of 5 years' industry experience and the CIRO licensing to thrive in a fast-paced, team-oriented environment. This role is pivotal in facilitating seamless client transactions and documentation.

Key Responsibilities:
• Collaborate with Investment Advisors on client transactions
• Maintain and manage client account lists
• Process and follow up on required client documentation
• Support onboarding of new clients and coordinate meetings
• Execute various administrative tasks as needed
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