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Client-Focused Senior Investment Associate

🏢
Canaccord Genuity Group Inc.
📍 vancouver, Canada
📍
Location vancouver
📅
Posted June 03, 2026
🚗
Commute Local Area
🎯
Local Opportunity Near You!

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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 R...

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📍 Location Details

🌆
City
vancouver
🗺️
Country
Canada
🚗
Commute
Local Area

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