Investment advisor Jobs in Kelowna, BC

Job Description

Investment Advisor Assistant, Cash Management Group, Canaccord Genuity – Vancouver, BC

Summary

The Cash Management Group at Canaccord Genuity is looking for an Executive Assistant to join our high-performance team. Our group manages over $5 billion in client assets and employs like-minded individuals who come to our office every day with a strong work ethic, a positive attitude, creative problem-solving skills, and grit.

This position demands strong market research skills and the ability to execute tasks in a timely manner. Working closely with a team of 40 professionals you will be provided with mentoring and training to ensure you fully understand the way our business is conducted. You need to have a strong work ethic, a positive attitude, and a sharp attention to detail to succeed in this role. This is a full-time position out of our downtown Vancouver office.

Through its principal subsidiaries, Canaccord Genuity Group Inc. (the “Company”) is a leading independent, full-service financial services firm, with operations in two principal segments of the securities industry : wealth management and capital markets.

Responsibilities

• Create custom multi-million dollar proposals using Excel;
• Manage client and partner relationships using our call first policy;
• Assist the sales team setting up meetings with meaningful prospects;
• Track and report monthly sales metrics such as number of calls and meetings;
• Cultivate lead pipeline; and
• Provide ad hoc support for the sales team.

Skills & Qualifications

An undergraduate degree or higher level of education;

Completion of or in the process of obtaining the CSC (Canadian Securities Course)

Vibrant and professional demeanor;

Excellent verbal and written communication skills;

Ability to articulate clearly;

Self-starter attributes, motivated and hardworking;

Strong attention to detail;

Adaptability to work in a constantly changing and highly demanding environment;

A team player attitude and the initiative to identify opportunities to streamline processes, boost efficiencies and uncover new opportunities;

Able to present a polished appearance in a formal business environment;

Excellent proficiency in Excel;

Comfort using cloud applications, WhatsApp, Google Drive, Box, Evernote, Salesforce, LinkedIn and Twitter.

What We Have To Offer

Competitive salary;

Quarterly bonuses (after first year);

Employee Stock Purchase Plan;

RRSP matching;

Benefits package including Medical / Dental;

Daily healthy snacks;

Weekly catered lunches and in-office massages;

Two annual team events;

A supportive, fun place to work!

How To Apply

Qualified applicants can proceed in one of two ways :

LinkedIn (preferred) : Apply directly on LinkedIn.

Direct : Send your resume and cover letter quoting the position to ; Include the links to your : LinkedIn profile, social media accounts (X / Instagram), personal webpage, and / or blog;

To improve your probability of a phone interview, we strongly recommend you call our office at .. to confirm your application has been received. All applications will be held in strict confidence.

This posting will remain open until a qualified candidate is hired. To learn more about the team and Canaccord Genuity, visit to get noticed? Follow us on LinkedIn (@cashmanagementgroup), Instagram (@cgcashgroup) and subscribe to our YouTube Channel (Cash Management Group).

Canaccord Genuity Corp. welcomes and encourages applications from all qualified individuals including persons with disabilities. We will provide reasonable accommodations upon request for candidates taking part in all aspects of the recruitment and selection cycle.

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.

Requirements :

Work Permit