Business Development Associate - Wealth Management – Vancouver – Job # 3580
Summary
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.
Since its establishment in 1950, the Company has been driven by an unwavering commitment to building lasting client relationships. We achieve this by generating value for our individual, institutional and corporate clients through comprehensive investment solutions, brokerage services and investment banking services.
The Company has offices in 10 countries worldwide, including Wealth Management offices located in Canada, Australia, the UK, Guernsey, Jersey, and the Isle of Man. Canaccord Genuity, the international capital markets division, operates in Canada, the US, the UK, France, Ireland, Hong Kong, China, Singapore, Australia and Dubai. To us there are no foreign markets.™
The Position
Our Canadian operation, Canaccord Genuity Corp., is currently looking for a self-motivated and energetic individual to join our Wealth Management team in Vancouver. As the Business Development Associate you will be responsible for providing administrative support to ensure efficient operation of the office. You will support the Advisor and the clients through a variety of tasks related to organization and communication. You will communicate via phone and email ensuring that all administration tasks are completed accurately and delivered with high quality and in a timely manner. This highly dynamic position requires the ability to work and problem solve both independently as well as collaboratively in a team environment by communicating directly with other head office and departmental personnel to address administrative issues.
Responsibilities
Assist in New Client “Discovery Meetings" and developing Total Client Profiles;
Blueprint Business Processes;
Build out Client Concierge Service to “Wow and delight” clients;
Assist in the preparation of regularly scheduled reports for clients;
Schedule and organize meetings and appointments;
Organize and coordinate events such as client appreciation dinners, sporting and music events;
Be responsible for a CRM program and maintain contact lists;
Produce and distribute correspondence memos, letters, emails, faxes and forms;
Present themselves in a businesslike manner at all times;
Answer phone calls, deal with issue or direct call as appropriate;
Develop and maintain a filing system;
Order office supplies;
Book travel arrangements;
Submit and reconcile expense reports;
Provide general support to clients.
Skills & Qualifications
Proven administrative or assistant experience;
Knowledge of office management systems and procedures;
Bring a positive attitude to all client and organizational challenges;
Excellent time management skills and ability to multi-task and prioritize work;
Attention to detail and problem solving skills;
Excellent written and verbal communication skills;
Must instill warmth and confidence in clients;
Strong organizational and planning skills;
Proficiency in MS Office including Microsoft PowerPoint;
Experience with SalesForce and other Contact Management systems is an asset;
Experience with social media (Twitter, LinkedIn) is an asset.
The successful candidate must have or will be expected to pass the Canadian Securities Course and Conduct and Practices Exam within one year of hiring as well as becoming proficient in Mindjet and be expected to continue to develop professionally within the organization through regular reading and skills upgrades. Curiosity and an eagerness to learn are all attributes. This is an exciting position where you will be highly involved in expanding and redefining your roll in a growing Wealth Management Practice.
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.
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.
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.