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Marketing Associate

1 month ago

Vancouver, Canada CGC Canaccord Genuity Full time

**Salary Range**:$40,000 - $50,000

**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 providing innovative, bespoke solutions. Our entrepreneurial and friendly team will challenge you to learn and grow every day. We value excellence and collaboration. We're looking for talented people who thrive in a dynamic environment and want to have an impact with innovative ideas and best practices.

**Responsibilities**:**
- Perform outgoing sales calls (cold and warm calls) aimed at identifying and qualifying potential investors. Range of investment products may include stocks, bonds and insurance related investment products and strategies;
- Organize and maintain a CRM database of prospects and clients;
- Contact prospects to determine interest in receiving literature on selected investment products;
- Assist with maintaining Salesforce Marketing Cloud and various databases, records and other documents;
- Prepare or assist in the preparation of business correspondence, presentations,
- Assist with coordinating client seminars led by Investment Advisors;
- Other marketing duties as required.

**Skills & Qualifications**:**
- Excellent written and verbal communication skills;
- Strong customer service skills;
- Proficient with MS Office (Word, Excel, Outlook);
- Experience with Salesforce an asset;
- Excellent teamwork skills complemented by the ability to work well independently;
- Willingness to complete CSC (Canadian Securities Course) and CPH (Conduct and Practices Handbook) is an asset.

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