Investment Advisor Assistant

Salary

Salary Range: $50,000 - $65,000

About the Company

Canaccord Genuity (CG) is a leading independent full-service financial services firm offering wealth management and capital markets services.

Our operations include a wealth management office in Oakville and a broader presence across Canada and internationally.

Responsibilities

• Work directly with a team of Investment Advisors focusing on client relationships and building a sustainable wealth management business.
• Assist Investment Advisors with processing and confirming client transactions.
• Deal directly with all clients, provide quotes and execute trading orders.
• Maintain account lists and compile statistical information and reports.
• Process and follow‑up on client documentation for proper maintenance of accounts.
• Assist with servicing existing clients.
• Participate in developing the wealth business using various market...