Financial Services Professional

5 days ago


Vancouver, British Columbia, Canada Canaccord Genuity Group Inc. Full time
Job Description

We are seeking a highly skilled Investment Advisor Assistant to join our dynamic team at the Cash Management Group of Canaccord Genuity in Vancouver, BC.

About Us

Canaccord Genuity is a leading independent financial services firm with operations in wealth management and capital markets. With over $5 billion in client assets under management, we are committed to delivering exceptional service to our clients.

Salary & Benefits

The successful candidate can expect an estimated annual salary of CAD 60,000 to CAD 80,000, depending on experience, plus a comprehensive benefits package including medical and dental coverage, weekly catered lunches, and in-office massages.

Responsibilities
  • Create custom multi-million dollar proposals using Excel
  • Manage client and partner relationships
  • Cultivate lead pipeline

We are looking for a highly organized and detail-oriented individual with excellent proficiency in Excel and experience working with cloud applications such as Google Drive and Salesforce.

Requirements
  • An undergraduate degree or higher level of education
  • Excellent communication and interpersonal skills
  • Ability to work in a fast-paced environment

If you are a motivated and results-driven professional looking for a challenging role in a dynamic company, please submit your application. We thank all applicants for their interest; however, only those selected for an interview will be contacted.



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