Institutional Investment Advisor | Cash Management Group

Overview

Recruitment Associate | Cash Management Group at Canaccord Genuity This full-time, in-office position is based in downtown Vancouver. The Cash Management Group manages over $5 billion in client assets and seeks individuals with a strong work ethic, positive attitude, creative problem-solving skills, and drive to contribute to the Institutional Sales division. Base pay range : CA$70,000.00/yr - CA$100,000.00/yr Note: This range is provided by Canaccord Genuity Group Inc. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more. Responsibilities

Investment Advisor to the Cash Management Group and associates Initiate leads and make cold calls to prospective clients Deliver in-person presentations to prospective clients Maintain client relationships Prepare and validate investment order entries Prepare new client account opening documents Perform data entry and follow up with clients via phone and email Provide ad hoc a...