Investment Advisor Assistant (IIROC licensed)
Canaccord Wealth Management - Ottawa South, ON

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Our Ottawa operation is currently looking for a professional, hardworking and knowledgeable team player to join our Wealth Management team.

Responsibilities

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;
Explain products and services recommended to clients and answer their general questions;
Perform various administrative duties and conduct research as required.

Skills & Qualifications

Completion of CSC and CPH with a minimum of one to two years directly related experience.
Well-rounded knowledge of securities industry;
Must be detail-oriented and organized;
Demonstrated ability to meet deadlines and work under pressure with a strong ability to multi-task;
Ability to work with employees and clients at all levels is essential;
Excellent communication and interpersonal skills;
Strong initiative and ability to work effectively without supervision;
Intermediate to advanced computer skills: good working knowledge of Microsoft Office programs.

Qualified applicants are invited to submit a resume and covering letter including salary expectations. All applications will be held in strict confidence.

In order to be considered for employment at Canaccord Genuity, candidates selected for interviews will be required to show proof of citizenship, permanent residence or eligibility to work in Canada with no restrictions.


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About this company
Canaccord Genuity Wealth Management is a premier global, independent wealth management firm. We focus on helping successful families reach...