Wealth Associate
5 months ago
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**:
- Respond to client requests
- Prepare for client meeting & reviews
- Monitor security prices for entry and exit levels at the direction of Portfolio Managers.
- Execute equity, fixed income, and FX trades on a daily basis;
- Invest incoming funds and rebalance existing portfolios at the direction of Portfolio Managers;
- Analyze portfolio diversification and identify drifts from desired portfolio allocation;
- Perform equity analysis to align with Portfolio Managers’ investment strategy;
- Correspond with clients regarding trades, portfolio activity, and market events;
- Assist Portfolio Managers with ad hoc requests.
Skills & Qualifications:
- Completion of CSC, CPH and licensed with CIRO is required;
- 3-5 years of relevant experience;
- Desire to attain additional investment industry licences in both Canada and the USA is an asset;
- Highly motivated with the ability to work effectively, independently and as part of a team;
- Strong communication skills;
- Attention to detail a must-have;
- Excellent prioritization and organizational skills, with the ability to multi-task and work effectively under pressure;
- Problem solving and sound judgment skills with the ability to exercise tact and discretion are essential;
- Knowledge of Envestnet is an asset.
LI-KT1
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