Investment Advisor Assistant
Vancouver, BCCGC Canaccord Genuity Corp.
2+ ansCandidates need 2-3 years of related securities industry experience, CSC and CPH completion and CIRO licensing. Strong communication, organization, attention to detail and computer skills are also required.
Dataphile, Salesforce, netx360, MS Office
Administrative Assistant
Vancouver, BCCGC Canaccord Genuity Corp.
2+ ansCandidates need 2 to 3 years of related experience with a good understanding of the securities industry, plus strong communication, organization and attention to detail. CSC, CPH and CIRO licensing are preferred, along with intermediate to advanced MS Office skills.
MS Office, Excel, Salesforce, Dataphile, netx360
Associate Investment Advisor
Vancouver, BCCGC Canaccord Genuity Corp.
5+ ansCanaccord Genuity needs candidates with about five years of securities industry experience and a CIRO Registered Representative licence, which is an asset. They also need strong communication, organization and attention to detail, prospecting and relationship-building skills, and intermediate to advanced MS Office skills.
MS Office, Dataphile, Salesforce, netx360
Associate Investment Advisor
Oakville, ONCGC Canaccord Genuity Corp.
5+ ansCandidates need 5 to 8 years of wealth management experience under an established advisor, a CIRO investment representative or registered representative licence, and a CFP designation held or in progress. Strong communication, organization and MS Office skills are required.
Conquest, Dataphile, Maximizer, netx360, MS Office
Investment Associate, Wealth Management
Vancouver, BCCGC Canaccord Genuity Corp.
3+ ansCandidates need 3 to 5 years of related securities experience and a CIRO Investment Representative or Registered Representative licence, or the ability to obtain one. Strong communication, organization, attention to detail and intermediate to advanced MS Office skills are required.
MS Office, Dataphile, Salesforce, netx360
Investment Advisor Assistant, Wealth Management
Calgary, ABCGC Canaccord Genuity Corp.
2+ ansCandidates need 2-3 years of related experience, a CIRO Investment Representative licence or active progress toward one, strong communication and organizational skills, and intermediate to advanced MS Office skills. Experience with Dataphile, Envestnet, Salesforce or netx360 and interest in financial planning or insurance are assets.
MS Office, Dataphile, Envestnet, Salesforce, netx360