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 executionRequirements:• 5–7+ years of experience in investment operations• Proven leadership skills with team management experience• Bachelor’s degree or equivalent• CIRO Registered Representative licensure required• Advanced Excel skills and familiarity with CRM systemsJoin as a key player in driving client engagement and operational efficiency across investment solutions.#J-18808-Ljbffr
Client-Focused Senior Investment Associate
CANACCORD GENUITY GROUP INC.
vancouver, vancouver
Published 27 days ago
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