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Investment Advisor Assistant

4 months ago


Vancouver, British Columbia, Canada Canaccord Genuity Group Inc. Full time
Investment Advisor Assistant, Cash Management Group, Canaccord Genuity – Vancouver, BC
The Cash Management Group at Canaccord Genuity is looking for an Executive Assistant to join our high-performance team.

Our group manages over $5 billion in client assets and employs like-minded individuals who come to our office every day with a strong work ethic, a positive attitude, creative problem-solving skills, and grit.

Working closely with a team of 40 professionals you will be provided with mentoring and training to ensure you fully understand the way our business is conducted.

This is a full-time position out of our downtown Vancouver office.

the "Company") is a leading independent, full-service financial services firm, with operations in two principal segments of the securities industry: wealth management and capital markets.

Create custom multi-million dollar proposals using Excel;
Manage client and partner relationships using our call first policy;
Cultivate lead pipeline; An undergraduate degree or higher level of education;
Excellent proficiency in Excel;
Comfort using cloud applications, WhatsApp, Google Drive, Box, Evernote, Salesforce, LinkedIn and Twitter.

Benefits package including Medical / Dental;
Weekly catered lunches and in-office massages;
LinkedIn profile, social media accounts (X/ Instagram), personal webpage, and/ or blog;

To improve your probability of a phone interview, we strongly recommend you call our office at 604.Follow us on LinkedIn (@cashmanagementgroup), Instagram (@cgcashgroup) and subscribe to our YouTube Channel (Cash Management Group).

welcomes and encourages applications from all qualified individuals including persons with disabilities.

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.