Wealth Associate

3 months ago

Vancouver, Canada Canaccord Genuity Corp. Full time

Competitive Total Compensation Range: $75-$85K annually depending on experience & credentials (inclusive of base salary and monthly discretionary performance-based bonuses).
- We’re growing_ - Given the expectations of working in our brand-new downtown Vancouver offices “The Stack” building, we’re looking for a dedicated professional who is excited and eager to advance their career by dealing with some of Canada’s most successful investors and entrepreneurs as part of one of the top performing, award winning wealth management teams in Canada.

Stenner Wealth Partners+

Stenner Wealth Partners+ (SWP+) is an award-winning team of financial/wealth specialists at CG Wealth Management. With a boutique approach and global perspective, SWP+ is a highly exclusive practice servicing Canadian and US investors/households with generally a minimum of 10M+ in investable assets or 25M+ net worth. It is a cross border Canadian/US licensed team with our CG offices located in Toronto, Montreal, Calgary, Edmonton, and Vancouver.

SWP+ Team Goals:
Team website:
Team LinkedIn:
Who We Are:
Canaccord Genuity (CG) is a leading independent full-service financial services firm, with operations in two principal segments of the securities industry: wealth management and capital markets. CG is driven by an unwavering commitment to build lasting client relationships - we achieve this by generating value for our individual, institutional, and corporate clients through comprehensive wealth management solutions and investment banking services. We are a leading independent wealth management firm in Canada, and the leading mid-market provider of investment banking advisory, equity research, sales and trading services for corporations and institutions.

We pride ourselves on understanding our clients’ needs and finding innovative, bespoke solutions. Our entrepreneurial and friendly team will challenge you to learn and grow every day. We value great work and collaboration and strive to eliminate bureaucratic thinking. We’re looking for talented people who thrive in a fast-paced environment and want to have an impact with innovative ideas and best practices.

Responsibilities: (Time Allotted %):
Business Development and Client Prospecting (70%)
- Assist the team’s principal advisor - Thane Stenner - with various Business Development and Prospecting projects/initiatives
- Support of client onboarding process from origination to onboarding and regular client servicing on new client relationships
- Compose and review correspondence constructed to target top-tier Canadian clientele and investors
- Follow-up on leads with relevant and timely information
- Screening incoming prospect calls for strict team criteria of new clients
- Assist in coordinating client-facing presentations and investor updates
- Maintain complete, accurate, and up-to-date client and prospect records in CRM database

Client Prospect Updates & Communication (20%)
- Monthly progress reports/updates to senior team management
- Regular client and prospect communication
- Respond to client market enquiries effectively

Presentation of Investment Strategies (10%)
- Investment Due Diligence, working with SWP+ Analyst Team
- Sourcing of investment ideas and effective presentation of their potential to the Investment Committee

Skills & Qualifications:

- Fully fluent in English;
- Proficiency in other languages a plus
- Able to legally work in Canada;
- CIRO-licensed as a Registered Representative;
- Canadian Securities Course and Conduct and Practices Handbook Course
- Minimum 3 years’ experience in the financial services industry
- Wealth Management, Business Development, Banking, Corporate Finance, or similar sector;
- An undergraduate degree or higher level of education
- Must be client-focused and results-driven;
- Relationship-focused position for individuals with a robust personality keen on networking;
- Must work effectively in a team environment to jointly service clients;
- Wants to work within a winning team culture which is striving for excellence
- Must be able to work effectively with cross-functional teams within the firm;
- Authentic, Competent, Trustworthy and High attention to detail;
- A sense of humour and a positive, life-long learner attitude;
- Proficient in Microsoft Excel, PowerPoint, Adobe Acrobat, and SalesForce CRM software;
- Familiarity with Dataphile, Thomson One, Bloomberg, and EnvestNet portfolio management software is a plus;

LI-KT1

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