Summary:
Canaccord Capital, Canada's largest independent investment firm, is looking for a knowledgeable team player to join our Private Client Services team in Montreal.
Responsibilities:
· Assist Investment Advisors with processing and confirming client transactions;
· Deal directly with all clients, provide quotes and execute trading orders;
· Maintain account lists and compile statistical information and reports;
· Process and follow-up on client documentation for proper maintenance of accounts;
· Assist with servicing existing clients and prospecting for new clients;
· Explain products and services recommended to clients and answer questions about specific product recommendations;
· Perform various administrative duties and conduct research as required.
Qualifications:
· Well-rounded knowledge of securities industry;
· Professional, responsible and ability to work independently;
· Intermediate to advanced computer skills: good working knowledge of Microsoft Office programs;
· Must be detail-oriented and organized;
· Demonstrated ability to meet deadlines and work under pressure;
· Must be hard working and positive;
· Ability to work with employees and clients at all levels is essential;
· Excellent communication and interpersonal skills;
· The Canadian Securities Course & the Conduct & Practice handbook are an asset.
How To Apply:
Qualified applicants are invited to submit a resume and cover letter including salary expectations. All applications will be held in strict confidence.
Please e-mail your application to Human Resources at montreal_careers@canaccord.com. In order to be considered for employment at Canaccord, candidates selected for interviews will 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 telephone calls or recruitment agencies will be accepted. Thank you for your understanding.
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