At a Glance
- Tasks: Build trusted relationships and solve client problems through calls, emails, and chats.
- Company: Join Canaccord Genuity, a top independent financial services firm in Canada.
- Benefits: Enjoy a collaborative culture, competitive salary, and opportunities for growth.
- Other info: Diverse team that values innovation and offers accessible candidate experiences.
- Why this job: Make a real impact by delivering superior client experiences in a fast-paced environment.
- Qualifications: Bilingual in English and French with strong problem-solving and interpersonal skills.
The predicted salary is between 49500 - 60500 $ per year.
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 finding innovative, bespoke solutions. Our entrepreneurial and friendly team will challenge you to learn and grow every day. We value great work and collaboration and strive to eliminate bureaucratic thinking. We're looking for talented people who thrive in a fast-paced environment and want to have an impact with innovative ideas and best practices. Come be a part of our Canadian success story and help deliver superior experiences for our clients. At CG, we recognize 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.
Our Canadian self-directed division, CG Direct ("CGD"), is currently looking for a detail-oriented candidate with outstanding communication skills. This role requires curiosity, efficiency, prioritization and a passion for problem-solving.
Responsibilities:
- Build trusted relationships and problem-solve with clients via phone calls, emails and chats.
- Understand client needs and provide assistance to their requests for CG Direct;
- Provide onboarding assistance for new account applications for CG Direct;
- Contribute to the client service team in the day-to-day operational and administrative tasks;
Skills & Qualifications:
- Fluently bilingual in English and French is a must;
- Relationship/Account management experience in the securities industry is an asset; have or be willing to develop a detailed understanding of how best to support our client services department.
- Completion of the Canadian Investment Regulatory Exam (CIRE) is an asset;
- Completion of the Derivatives Fundamentals and Options Licensing Course (DFOL) and Futures Licensing Course (FLC) is an asset;
- Excellent problem-solving skills;
- Strong interpersonal skills; comfortable with crucial conversations;
- Demonstrated ability to work effectively on teams as well as independently on multiple projects at a time;
- Ability to demonstrate discretion when dealing with matters of a confidential or sensitive nature;
- Advanced proficiency with MS Office applications;
- Experience with financial applications such as Dataphile, or SharePoint applications would be a definite asset.
Manager, Client Services in Montréal employer: Canaccord Genuity Corp.
Canaccord Genuity is an exceptional employer that fosters a collaborative and innovative work culture in the heart of Vancouver. With a strong focus on employee growth, we offer comprehensive training and development opportunities, ensuring our team members thrive in their careers while contributing to sustainable wealth management solutions. Join us to be part of a dynamic team that values client relationships and empowers you to make a meaningful impact.
