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Salary range: $45,000-$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 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.
Come be a part of our Canadian success story and help deliver superior experiences for our clients. At CG, we recognize that diversity across our business strengthens our client relationships and enables more innovative solutions. We strongly encourage applications from all qualified individuals regardless of race, religion, colour, national origin, gender, sexual orientation, age, marital status, or disability status. CG provides an accessible candidate experience. If you need any accommodations throughout the interview process and beyond, please let us know.
Canaccord Genuity Corp. is currently seeking an energetic, detail-oriented, and highly organized Client Services Associate to join a high-performing Wealth Management practice in downtown Vancouver. This role supports a team of Investment Advisors and Portfolio Managers in delivering exceptional client service while helping to build and maintain a scalable, sustainable wealth management business.
This position is well suited to a motivated individual who thrives in a fast-paced environment, takes pride in precision and follow-through, and is eager to develop a career in wealth management.
Key Responsibilities
- Work directly with Investment Advisors and Portfolio Managers with a focus on client relationships and long-term business growth
- Prepare and process new and existing client documentation, including account openings, transfers, and KYC updates
- Process and follow up on client paperwork to ensure proper account maintenance
- Respond promptly and professionally to client inquiries
- Maintain accurate client records, account lists, and internal databases
- Compile reports, summaries, and materials for client portfolio reviews and internal use
- Assist with servicing existing clients and supporting client onboarding
- Support marketing and business development initiatives for the practice
- Perform additional administrative and operational duties as required
Skills & Qualifications
- Prior experience in the financial services or securities industry is an asset, but not required
- Strong communication and interpersonal skills with a client-focused mindset
- Excellent organizational skills with high attention to detail
- Ability to manage multiple tasks, meet deadlines, and take initiative
- Comfortable working independently and collaboratively within a team environment
- Intermediate to advanced proficiency in Microsoft Office (Excel, Word, Outlook)
- Experience with Dataphile, Salesforce, NetX360, or Conquest is considered an asset
Why Join Us
- Supportive Team Environment: Work alongside experienced wealth management professionals in a collaborative setting
- Professional Development: mentorship, and exposure to the wealth management business
- Competitive Compensation: comprehensive benefits, and participation in CG stock sharing programs
- Career Growth: Clear pathways for long-term development within Canaccord Genuity
#LI-SK1 #LI-Onsite #INDHP
All applications will be held in strict confidence.
In order to be considered for employment, candidates selected for interviews will be required to show proof of citizenship, permanent residence or eligibility to work in Canada with no restrictions.
Protecting your online safety:
Canaccord Genuity and its affiliates do not use text messages for recruitment purposes. If you have received a text message claiming to be from CG or an authorized representative regarding job recruitment, please treat as fraudulent and do not respond.
We wish to thank all candidates for their interest but only those applicants selected for an interview will be contacted. No phone calls please. Thank you for your understanding.
