Business Development Associate , Cash Management Group, Canaccord Genuity – Vancouver, BC
Summary
The Cash Management Group at Canaccord Genuity is looking for a Business Development Associate to join our high-performing team of finance professionals and work within our Operations team to assist our Investment Advisors. We manage approximately $6 billion in client assets and employ like-minded individuals who display grit, integrity, hard work, and an ability to think outside the box.
This position demands strong attention to detail and the ability to execute tasks in a timely manner. Working closely with a team of 30+ finance professionals you will be provided with mentoring and training to ensure you fully understand the way our business is conducted. You need to have a strong work ethic, a positive attitude, and a sharp attention to detail to succeed in this role. This is a full time onsite position out of our downtown Vancouver office.
Responsibilities
- Assist with onboarding new clients, including documentation, account setup and information gathering for KYC protocols;
- Serve as the primary contact for communication with the firm's internal departments;
- Process account openings, transfers, deposits, withdrawals, and trade instructions;
- Monitor account activity, ensuring accuracy and timely completion of transactions;
- Manage client and partner relationships using our call first policy;
- Assist the sales team setting up meetings with meaningful prospects;
- Track and report monthly sales metrics such as number of calls and meetings;
- Cultivate lead pipeline; and
- Provide ad hoc support for the sales team.
Skills & Qualifications
- An undergraduate degree or higher level of education;
- Completion of or in the process of obtaining the CSC (Canadian Securities Course)
- Vibrant and professional demeanor;
- Excellent verbal and written communication skills;
- Ability to articulate clearly;
- Self-starter attributes, motivated and hardworking;
- Strong attention to detail;
- Adaptability to work in a constantly changing and highly demanding environment;
- A team player attitude and the initiative to identify opportunities to streamline processes, boost efficiencies and uncover new opportunities;
- Able to present a polished appearance in a formal business environment;
- Excellent proficiency in Excel;
- Comfort using CRM systems, namely Salesforce.
What we have to offer
- Competitive salary and potential for bonuses;
- Competitive benefits package including Medical / Dental coverage;
- The Cash Management Group provides RRSP matching and other benefits including: weekly catered lunches, weekly massages, health & wellness perks, fun team events, and daily healthy snacks.
How to Apply
Qualified applicants are requested to apply through LinkedIn.
This posting will remain open until a qualified candidate is hired. To learn more about the team and Canaccord Genuity, visit
Want to get noticed? Follow us on LinkedIn (@cashmanagementgroup), Instagram (@cgcashgroup) and subscribe to our YouTube Channel (Cash Management Group).
Canaccord Genuity Corp. welcomes and encourages applications from all qualified individuals including persons with disabilities. We will provide reasonable accommodations upon request for candidates taking part in all aspects of the recruitment and selection cycle.
In order to be considered for employment at Canaccord Genuity, candidates selected for interviews will be required to show proof of citizenship, permanent residence or eligibility to work in Canada with no restrictions.
