Mutual Funds Representative jobs

Salary Range: $45,000 to $50,000 plus commission

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.

Our Canadian operation, Canaccord Genuity Corp., is currently looking for an energetic, detailed and organized individual to join our Wealth Management team in Vancouver. The successful candidate’s role will support a Wealth Management team in establishing and maintaining strong client relationships.

Responsibilities:

• Working directly with a team of Investment Advisors where the focus is on client relationships and building a sustainable wealth management business;
• Assist with keeping client Financial Plans updated and looking for opportunities;
• Assist Investment Advisors with processing and confirming client transactions;
• Deal directly with all clients, provide quotes and execute trading orders;
• Maintain account lists and compile statistical information and reports;
• Process and follow-up on client documentation for proper maintenance of accounts;
• Assist with servicing existing clients;
• Involvement in developing the wealth business using various marketing initiatives;
• Perform additional administrative duties as required.

Skills & Qualifications:

• Licensed as Registered Representative (RR) with the Canadian Investment Regulatory Organization (CIRO), and a well-rounded knowledge of the securities industry considered an asset;
• 5 years of related experience, with a well-rounded knowledge of the securities industry;
• Excellent communication and interpersonal skills;
• Proven ability to support new client acquisition and asset gathering through prospecting, referral development, networking, and professional follow-up;
• Strong relationship-building skills with the ability to identify client needs, uncover opportunities, and position the team’s wealth management services in a clear and compliant manner;
• Comfortable preparing for prospect meetings, conducting thoughtful discovery, documenting client goals, and coordinating timely next steps to help convert prospects into clients;
• Ability to develop and maintain a disciplined pipeline of prospective clients, centres of influence, referrals, and follow-up activities;
• Professional presentation skills, including the ability to communicate investment concepts, financial planning ideas, and the team’s value proposition to high-net-worth clients and prospects;
• Excellent organizational skills, with a strong attention to detail;
• Demonstrated ability to meet deadlines, take initiatives and multi-task;
• Ability to work independently, and effectively with employees and clients at all levels;
• Intermediate to advanced computer skills: good working knowledge of MS Office programs;
• An interest in Financial Planning and/or Insurance would be beneficial;
• Experience with Dataphile, Salesforce and netx360 would be an asset.

#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.