Wealth Associate

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. About the role: The Cartograph Group is looking for an experienced Wealth Associate that is passionate in supporting clients and a team of advisors and associates. The Cartograph Group is focused on exceptional client servicing for high net worth clients. Responsibilities: * Working directly with a team of Investment Advisors where the focus is on client relationships and building a sustainable wealth management business; * Assist Investment Advisors with processing, confirming and management of client transactions including: transfers, contributions, withdrawals, and account updates; * Maintain account lists and compile statistical information and reports; * Prepare, process and follow-up on client documentation for proper maintenance of accounts; * Coordinate with custodians and head office; * Assist with meeting preparation and follow-up; * Assist with servicing existing clients; * Perform additional administrative duties as required; * Assist with additional team projects as required; * Support new client onboarding workflows; * Execute a high degree of client follow-ups; Skills & Qualifications: * CIRO Licensed as an Investment Representative required and Registered Representative preferred; * 5 years of industry experience at a minimum; * Excellent communication and interpersonal skills; * Excellent organizational and time-management skills with a strong attention to detail; * Demonstrated ability to meet deadlines, take initiatives and manage competing priorities; * Ability to work collaboratively and effectively with team members and clients at all levels; * Intermediate to advanced computer skills: good working knowledge of MS Office programs; * Experience with Dataphile, Envestnet, 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.

Support a team of Investment Advisors by managing client transactions, account documentation, and onboarding workflows. Provide exceptional administrative servicing for high net worth clients and coordinate with custodians and the head office.

Requires a minimum of 5 years of industry experience and CIRO licensing as an Investment Representative (Registered Representative preferred). Candidates must possess strong organizational skills and proficiency in MS Office, with experience in financial software like Salesforce and Envestnet being an asset.

Identified from the job description. Confirm important requirements above.

• Client Servicing
• Transaction Processing
• Account Maintenance
• Meeting Preparation
• Client Onboarding
• Time Management
• Communication Skills
• Interpersonal Skills
• MS Office
• Dataphile
• Envestnet
• Salesforce
• Netx360
• CIRO Licensing
• Organizational Skills
• Attention To Detail

• Finance & Accounting
• Administrative
• Customer Service & Support

Minimum education

Professional degree

Minimum experience

5+ years

Posting language

English

Working hours

40 hours per week