Associate, Wealth Management

• Exceptional Client Service: We pride ourselves on delivering exceptional service to our clients. As part of our team, you’ll have the opportunity to make a real difference in their financial lives. 
• Innovative Investment Solutions: At Canaccord Genuity, we’re not afraid to think outside the box. Join us in shaping the future of finance! 
• Global Reach: With offices across 5 continents, you’ll be part of a truly global network.
• Diverse and Inclusive Workplace: We value diversity and believe that different perspectives drive innovation. Join us in promoting an inclusive workplace where everyone’s voice is heard.

Our Impact: Canaccord Genuity’s work extends beyond financial markets. We actively support community initiatives, and contribute to social causes. By joining us, you’ll be part of a team that makes a positive impact both inside and outside the office.

We have an exciting opportunity for an Associate to join our growing Wealth team in Sydney. In this role, you will play a pivotal role in supporting a team of Advisers and be integral to the smooth and efficient running of their business. 

Key responsibilities include:

• Manage the day-to-day administration and operational needs of your allocated Advisers’ businesses, including:
  • Supporting Advisers with market trading and order management.
  • Supporting Advisers with over-flow of phone calls and other client communications.
  • Assisting clients with administration-based queries regarding their trades and accounts.
• Preparation and management account administration documents such as account opening documents, account updates, off-market/broker transfers, corporate actions, estates, super funds and trusts; 
• Assist with market related administration, preparing paperwork for client’s reviews portfolio and transaction preparation; 
• Accurate production of all client portfolio review documentation and reports;
• Assist advisers in the management of ongoing advice service obligations and advice document preparations where necessary.

We are seeking applicants with the following attributes:

• Comprehensive working knowledge of a stockbroking system and IRESS;
• Demonstrated initiative with the ability to work under minimal supervision;
• Bachelor degree in Financial Services related discipline is highly regarded;
• Possession of RG146 accreditation is highly desirable;
• Intermediate/advanced knowledge of Windows, Outlook, Excel and Word.

This is great, but not required if:

You are passionate about Wealth Management and the Financial Services Industry, with the ability to thrive in a fast-paced environment while maintaining a high level of attention to detail. If you have a client-focused mindset and the ability to build rapport with clients and advisers, we would love to hear from you!

Canaccord Genuity is one of Australia’s leading Wealth Management and Capital Markets firms operating in the fast-paced world of financial services. We’re part of the global Canaccord Genuity network with operations spanning 5 continents. In Australia, we employ over 300 staff and have 7 offices in major capital cities and regional centres.

We expect every member of our team to incorporate our brand values of being Aligned, Accountable, Approachable and Agile into every aspect of their work and into every interaction with colleagues and clients. In return, we offer a great range of employee benefits including paid parental leave, study assistance, paid volunteer leave, the ability to purchase additional leave, free gym membership, and more.

Canaccord Genuity is committed to being an equal opportunity employer. We welcome applications from women, Indigenous people, LGBTQ+ individuals, and all other qualified candidates.

We are proud to be an endorsed employer for all women. You can view our range of benefits and policies directly at WORK180: https://work180.com/en-au/for-women/employer/canaccord-genuity

Join us today

Join us and become a part of a team that values your expertise and encourages you to reach your full potential. 

If you have the skills and dedication required for this role, we invite you to apply now and be a part of our dynamic team!

Applications close COB Friday, 21 June 2024.