Talent.com
Canaccord Genuity Group Inc.
Client-Focused Senior Investment AssociateCanaccord Genuity Group Inc. • Vancouver, Metro Vancouver Regional District, Canada
Client-Focused Senior Investment Associate

Client-Focused Senior Investment Associate

Canaccord Genuity Group Inc. • Vancouver, Metro Vancouver Regional District, Canada
30+ days ago
Job type
  • Full-time
Job description
Deliver exceptional client service as a Senior Investment Associate. Manage operations, mentor staff, and ensure effective product coordination in a dynamic environment. This hands-on role emphasizes leadership, client support, and operational oversight. You will collaborate with both Advisors and external partners, leading a team of Associates to ensure timely execution of services and solutions. Your detail-oriented approach will drive a culture of excellence and continuous improvement. Key Responsibilities: • Lead the preparation of client proposals and reports • Oversee lifecycle management from onboarding to compliance • Ensure transactions are executed accurately and timely • Maintain organized client records within Salesforce • Coordinate with internal teams for smooth execution Requirements: • 5–7+ years of experience in investment operations • Proven leadership skills with team management experience • Bachelor’s degree or equivalent • CIRO Registered Representative licensure required • Advanced Excel skills and familiarity with CRM systems Join as a key player in driving client engagement and operational efficiency across investment solutions. #J-18808-Ljbffr
Create a job alert for this search

Client-Focused Senior Investment Associate • Vancouver, Metro Vancouver Regional District, Canada

Similar jobs

Valuations Senior Associate

PwC CanadaVancouver, Metro Vancouver Regional District, Canada
Full-time

A career in Deals Valuations will provide you with the opportunity to help organizations unlock greater value from existing businesses and assets as well as new acquisitions, investments, and compl... Show more

 • Promoted

Wealth‑Focused Private Client Services Associate

Connor, Clark & Lunn Private Capital Ltd. (CC&L)Vancouver, Metro Vancouver Regional District, Canada
Full-time

A leading investment management firm in Vancouver is seeking a Private Client Service Associate.In this role, you will support investment professionals and deliver exemplary service to high-net-wor... Show more

 • Promoted

Private Equity Associate / Senior Associate - $85,000 - $135,000 A Year

CaloahVancouver, Canada
Full-time

Caloah Private Equity ("Caloah" or "CPE") is in the business of managing proprietary equity capital through a variety of private and public market investment vehicles.This investmen... Show more

 • Promoted

Private Equity Associate: Impactful Growth And Strategy - C$85,000 - C$135,000 A Year

Private Equity FirmVancouver, Canada
Full-time

Seeking an Associate or Senior Associate for a Private Equity Investment Management team.Responsibilities include M&A transactions, portfolio management, and financial analysis.Requires 5+ year... Show more

 • Promoted

Private Equity Associate / Senior Associate

Caloah Private EquityVancouver, Canada
Full-time

Caloah Private Equity (“Caloah” or “CPE”) is in the business of managing proprietary equity capital through a variety of private and public market investment vehicles.This investment strategy serve... Show more

 • Promoted

Supportive Business Development Associate in Investment Sales

PenderFund Capital ManagementVancouver, Metro Vancouver Regional District, CA
Full-time

Join a motivated Sales Team as a Business Development Associate and contribute meaningfully from day one.This role is ideal for those who are eager to engage in client-focused activities.As a key s... Show more

 • Promoted

Wealth Associate — Hybrid, Client Service & Portfolios

National Bank of CanadaVancouver, Metro Vancouver Regional District, CA
Full-time

A leading financial institution is seeking a Wealth Associate to support investment advisors by providing exceptional customer service and handling financial transactions.The role offers a hybrid w... Show more

 • Promoted

Client-Focused Senior Investment Associate

Canaccord Genuity Group Inc.Vancouver
Full-time

Deliver exceptional client service as a Senior Investment Associate.Manage operations, mentor staff, and ensure effective product coordination in a dynamic environment.This hands-on role emphasizes... Show more

 • Promoted

Valuations Senior Associate

PwC South AfricaVancouver
Full-time

A career in Deals Valuations will provide you with the opportunity to help organizations unlock greater value from existing businesses and assets, new acquisitions, investments, and complex corpora... Show more

 • Promoted

Real Estate Investment Associate | $100/hr

HelixRecruitVancouver, Metro Vancouver Regional District, CA
Full-time

Real Estate Investment Associate | $100/hr.This range is provided by HelixRecruit.Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.This opportuni... Show more

 • Promoted

TD Wealth Client-Focused Investment Advisor

The Toronto-Dominion Bank (Canada)Vancouver, Metro Vancouver Regional District, CA
Full-time

Become an integral part of TD Wealth as a Client-Focused Investment Advisor in Vancouver.Engage with high-net-worth clients and provide personalized wealth management solutions.In this role, you wi... Show more

 • Promoted

Private Client Advisor / Wealth Advisor /Investment Specialist

TalentSphere Staffing SolutionsVancouver, Metro Vancouver Regional District, Canada
Full-time

Private Client Advisor / Wealth Advisor / Investment Specialist.Salary: $180,000 - $250,000 Yr 1 (base plus uncapped commissions and bonus structure, benefits and career growth).Industry: Financial... Show more

 • Promoted

Regional Sales Associate, Investments and Insurance

Empire LifeVancouver, Metro Vancouver Regional District, CA
Permanent +1

Regional Sales Associate, Investments and Insurance.Remote in Canada (Western Hours).The total target compensation (TTC) range, including salary and target bonus, is $81,000 - $114,750.This TTC ran... Show more

 • Promoted

Senior Strategy Associate: Lead Client Impact & Grow

Ignite Management ServicesVancouver
Full-time

A strategic consulting firm is searching for a Senior Associate in Vancouver.You will deliver impactful outcomes, lead client engagements, and grow into a Consultant role within two years.Ideal can... Show more

 • Promoted

Wealth Investment Associate — Growth, Planning & Advisory

Scotia Wealth ManagementVancouver
Full-time

A leading wealth management firm is seeking an Investment Associate in Vancouver, BC.The role focuses on client service, identifying new business opportunities, and collaborating with a Wealth Advi... Show more

 • Promoted

Senior Associate

Wylie-Crump LimitedVancouver, Metro Vancouver Regional District, Canada
Full-time

Wylie-Crump is a specialized commercial insurance brokerage focused on construction, renewable energy, and complex risk management.We operate as a trusted advisor and outsourced risk manager to ent... Show more

 • Promoted

Associate Investment Advisor

Canaccord Genuity Corp.Vancouver
Full-time +1

Salary Range: $45,000 to $50,000 plus commissionWho we are:Canaccord Genuity (CG) is a leading independent full-service financial services firm, with operations in two principal segments of the sec... Show more

 • Promoted

Associate Financial Advisor – Growth Path & Client Impact

Raymond James FinancialVancouver
Full-time

A financial services firm in Vancouver is seeking an Associate/Financial Advisor to enhance client relationships and investment strategies.The ideal candidate has over five years in the financial i... Show more

 • Promoted

Complete Online Surveys For Cash (Up to $25/per)

Earn HausSquamish, BC, CA
Full-time +1

Looking for people to participate in taking online surveys for Fortune 500 brands.All you need to do is complete online surveys by sharing your opinion.You will help influence brand decisions on se... Show more

 • Promoted

High-Performance Private Client Advisor for Wealth Acquisition

Capital Markets Advisors LLCVancouver, Metro Vancouver Regional District, CA
Full-time

Transform your career as a Private Client Advisor focusing on acquiring high-net-worth clients.This fully remote opportunity features an uncapped commission structure, warm leads, and no ongoing se... Show more