The Consumer Goods Forum
Investment Advisor
The Consumer Goods Forum, Winnipeg, MB
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 providing innovative, bespoke solutions. Our entrepreneurial and friendly team will challenge you to learn and grow every day. We value excellence and collaboration. We're looking for talented people who thrive in a dynamic environment and want to have an impact with innovative ideas and best practices.
At CG, we believe 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:
Our Canadian operation, Canaccord Genuity Corp., is currently looking for an Investment Advisor to join the Tetrault Wealth Advisory Group in our Winnipeg office. Rob Tetrault is an award winning Portfolio Manager and Branch Manager of Canaccord Genuity Wealth Management Winnipeg office. Rob and his team provide comprehensive, holistic wealth management strategies and solutions ranging from simple financial planning to complex wealth and fund management for high-net worth individuals, couples, businesses, and corporations. This is a great opportunity for an Advisor looking to grow their book of business and develop under an established leader in Winnipeg.
Responsibilities:
Skills & Qualifications:
#LI-KT1
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.
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.
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 providing innovative, bespoke solutions. Our entrepreneurial and friendly team will challenge you to learn and grow every day. We value excellence and collaboration. We're looking for talented people who thrive in a dynamic environment and want to have an impact with innovative ideas and best practices.
At CG, we believe 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:
Our Canadian operation, Canaccord Genuity Corp., is currently looking for an Investment Advisor to join the Tetrault Wealth Advisory Group in our Winnipeg office. Rob Tetrault is an award winning Portfolio Manager and Branch Manager of Canaccord Genuity Wealth Management Winnipeg office. Rob and his team provide comprehensive, holistic wealth management strategies and solutions ranging from simple financial planning to complex wealth and fund management for high-net worth individuals, couples, businesses, and corporations. This is a great opportunity for an Advisor looking to grow their book of business and develop under an established leader in Winnipeg.
Responsibilities:
- Working directly with a team of Investment Advisors where the focus is on client relationships and building a sustainable wealth management business;
- 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;
- Involvement in developing the wealth business using various marketing initiatives;
- Perform additional administrative duties as required.
Skills & Qualifications:
- 5 to 7 years of experience working in a Wealth Management team under an established Advisor;
- Licensed as an Investment Representative (IR) or Registered Representative (RR) with the Canadian Investment Regulatory Organization (CIRO), and a well-rounded knowledge of the securities industry;
- Excellent communication and interpersonal skills;
- Excellent organizational skills, with a strong attention to detail;
- Demonstrated ability to meet deadlines, take initiatives and multi-task;
- Ability to work independently, and effectively with employees and clients at all levels;
- Intermediate to advanced computer skills: good working knowledge of MS Office programs;
- Experience with Dataphile, Salesforce and netx360 would be an asset.
#LI-KT1
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.
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.