Wealth Associate
Wealth Associate
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Job Description
Competitive Total Compensation Range: $65000 $75000 annually depending on experience & credentials (inclusive of base salary and discretionary performancebased bonuses).
Who we are:
Are you looking to grow your career in the investment industry and be a part of a dynamic and exciting team environment We are looking for candidates that can add value to our clients through their expertise hard work and dedication. Lori Pinkowski one of the top Portfolio Managers at Canaccord Genuity and a wellknown financial expert in the media is seeking a fulltime licensed Investment Associate/Analyst to join her team and work in our new downtown Vancouver office.
Canaccord is a fullservice financial services firm and has been driven by an unwavering commitment to building lasting client relationships. As an integral member of the Pinkowski Wealth Management team the role of the Wealth Associate/Analyst will focus on the research and trading of our discretionary portfolio mandates.
We manage discretionary model portfolios on behalf of our clients and the Wealth Associate is an essential part of the team helping to translate investment strategy into personalized client solutions. This role involves maintaining strong client relationships understanding individual financial goals and ensuring portfolios remain aligned with those objectives as part of our disciplined active management approach.
To be successful you must be disciplined and have a passion for investments and capital markets. In this role you will be reporting to the Portfolio Manager.
To learn more about the team and Canaccord Genuity visit
Please email a copy of your resume for review.
Skills & Qualifications:
- Completion of and/or willingness to complete CSC (Canadian Securities Course) and CPH (Conduct and Practices Handbook);
- 35 years of relevant experience;
- Analytical natural curiosity innovative and creative thinker;
- Strong communication and writing skills;
- A winning and positive attitude;
- Highly motivated with the ability to work effectively independently and as part of a team;
- High attention to detail;
- Strong knowledge of Excel;
- Excellent prioritization and organizational skills with the ability to multitask and work effectively under pressure;
- Experienced in a trading or portfolio management capacity an asset;
- Knowledge of Dataphile YCharts and Envestnet an asset.
Wealth Associate Duties:
- Creating client reports;
- Regularly writing client friendly communication on current market conditions trends and specific stock queries;
- Creating custom investment plans;
- Daytoday administrative tasks related to portfolio management;
- Keeping up to date on news flow for corporate and market moving events;
- Monitor economic and market conditions to provide both insight and opinions to the Portfolio Manager;
- Follow a structured and cohesive investment process;
- Analyze quarterly earnings and fundamentals and technicals of blue chip companies;
- Generate investment and trade ideas for the portfolios through detailed analysis;
- Monitor and maintain proprietary model portfolios.
Trading Responsibilities:
- Monitor security prices for entry and exit levels;
- Manage debit balances and bulk trading for clients;
- Execute equity fixed income and FX trades on a regular basis;
- Invest incoming funds and rebalance existing portfolios into model portfolios.
Benefits of working with Pinkowski Wealth Management:
- Dynamic Team: Collaborate in a fastpaced innovative environment;
- Career Growth: Continuing education support and mentorship opportunities;
- Competitive Rewards: Attractive salary benefits and CG stock sharing options;
- Advancement Opportunities: Clear paths for internal growth and development.
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All applications will be held in strict confidence.
In order to be considered for employment candidates selected for interviewswill be required to show proof of citizenship permanent residence or eligibility to work in Canada with no restrictions.
We wish to thank all candidates for their interest but only those applicants selected for an interview will be contacted. No phone calls please. Thank you for your understanding.
Required Experience:
IC
Employment Type
Full-Time
