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.
At CG, we believe 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.
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;
- Prepare e-mail and general mail outs to clients and prospects including tracked email marketing;
- Other marketing duties as required.
Skills & Qualifications:
- Previous telemarketing and/or sales experience an asset;
- 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;
- Demonstrated interest in investment products, with previous similar work experience an asset;
- Willingness to complete CSC (Canadian Securities Course) and CPH (Conduct and Practices Handbook) is an asset.
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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.
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.
