Our business is focused on people and relationships

We are seeking an experienced and driven professional to join our team on a permanent, full-time basis. This is a unique opportunity to join our growing business, where you will work directly with our experienced team of Wealth Advisers.

About Us

Canaccord Genuity is a forward-thinking financial services firm dedicated to delivering exceptional client service and innovative investment solutions. As one of Australia's leading Wealth Management and Capital Markets firms, with a global network spanning 5 continents.

About the Role

In this role you will be responsible for assisting Wealth Advisers by providing technical support in the preparation of financial plans and other relevant duties. 

Key responsibilities include:

• Draft the documentation of strategic and financial advice to clients through compliant and accurate SOAs.
• Maintain compliance within all correspondence and Statements of Advice.
• Maintain a strong technical knowledge and resourcefulness in sourcing technical and strategic information.
• Conduct research on various superannuation, insurance and investment products, including listed and unlisted.
• Maintain knowledge on legislation in relation to all aspects of Financial Planning, including, but not limited to, superannuation, insurance, social security and taxation.
• Provide additional assistance to the department and other departments on an as required basis.

About you

To be successful in this role, you will have a strong interest and commitment to a career in Financial Services along with highly developed interpersonal skills, including the ability to build rapport with Advisers. You will also have:

• Minimum of 1-2 years’ experience of paraplanning experience is required;
• RG146 accreditation in all financial planning related specialisations highly desirable;
• Progression towards further education such as Advanced Diploma of Financial Planning would be highly regarded. If further study has not commenced, an interest in completing further study is essential;
• ASIC approved accreditation is highly desirable;
• Demonstrated initiative with the ability to work under minimal supervision;
• Knowledge of Xplan financial planning software;
• Strong attention to detail

Our Values

At Canaccord Genuity. we expect every member of our team to incorporate our brand values of being Aligned, Accountable, Approachable and Agile. To truly embody Canaccord Genuity’s 4 A’s you will be:

•  Aligned in your work and actions with CG’s wider firm goals and vision. You understand and actively contribute to the overall direction and objectives of your team and the greater CG organisation.
• Accountable, taking responsibility for your work and its outcomes. You are reliable, meet deadlines, and deliver high-quality results.
• Approachable, friendly, and easy to communicate with. You create an environment where others feel comfortable reaching out for help, advice, or collaboration, while also being receptive to feedback.
• Agile and able to adapt and respond quickly to changing circumstances. You are flexible, nimble, and can efficiently adjust your approach or priorities as needed.

 Why work for Canaccord Genuity?

Canaccord Genuity is a great place for ambitious and intelligent individuals to excel in their careers. Our team is a diverse mix of those who are starting their careers and seasoned professionals eager to share their wisdom with the next generation. We’re committed to ongoing staff development to help our employees succeed in their chosen career path through our range of training and support services.

We also offer a wide range of employee benefits, including paid parental leave, study assistance, paid volunteer leave, free gym memberships, and more!

Canaccord Genuity is an endorsed employer for all women, and you can explore our benefits and policies directly at: https://work180.com/en-au/for-women/employer/canaccord-genuity

 Ready to Join Our Team?

The successful candidate must be available to work in our fantastic Perth office located in the CBD, during our operational hours which includes Monday to Friday, between 7:30am and 4:30pm.

If this position appeals to you, we would love to hear from you. Please apply using the link below if you believe this position is the perfect fit. We look forward to hearing from you!

Apply Now

 Applications close COB Friday, 3 May 2024.

Grow your revenue and take your established business to the next level on Canaccord Genuity's Adviser platform. In addition to a highly attractive remuneration structure, we offer our Advisers a range of business development and support services to use as required. You’ll also be able to work where and how you want using our remote working capabilities.

Canaccord Genuity is one of Australia’s leading stockbroking and financial services firms. We have a true national presence with 8 offices nationwide, a powerful advisory team and highly respected institutional, corporate finance and equities research teams. As an equal opportunity employer, we’re committed to creating a diverse and inclusive workplace.

Canaccord Genuity Advisers have access to:

• A quality in-house research team with strong industry knowledge and technical skills
• Regular corporate finance deal flow
• Best-in-breed systems and technology

Our range of employee benefits support a healthy work/life balance for our staff. These include remote work-stations, flexible working conditions, paid parental leave, paid Dad and Partner Leave and the ability to purchase additional leave, to name just a few.

With flexibility comes choice. If you’re an experienced Adviser with an established business we’d like to talk to you, regardless of where you would like your business to be based.

Please contact us at CGAU.HR@cgf.com if you think you're a great fit for this role and would like to confidentially discuss joining our team.

We are seeking an experienced and driven professional to join our team on a permanent, full-time basis. This is a unique opportunity to join our growing business, where you will work directly with our experienced team of Wealth Advisers.

About Us

Canaccord Genuity is a forward-thinking financial services firm dedicated to delivering exceptional client service and innovative investment solutions. As one of Australia's leading Wealth Management and Capital Markets firms, with a global network spanning 5 continents.

About the Role

In this role you will be responsible for assisting Wealth Advisers by providing technical support in the preparation of financial plans and other relevant duties. 

Key responsibilities include:

• Draft the documentation of strategic and financial advice to clients through compliant and accurate SOAs.
• Maintain compliance within all correspondence and Statements of Advice.
• Maintain a strong technical knowledge and resourcefulness in sourcing technical and strategic information.
• Conduct research on various superannuation, insurance and investment products, including listed and unlisted.
• Maintain knowledge on legislation in relation to all aspects of Financial Planning, including, but not limited to, superannuation, insurance, social security and taxation.
• Provide additional assistance to the department and other departments on an as required basis.

About you

To be successful in this role, you will have a strong interest and commitment to a career in Financial Services along with highly developed interpersonal skills, including the ability to build rapport with Advisers. You will also have:

• Minimum of 1-2 years’ experience of paraplanning experience is required;
• RG146 accreditation in all financial planning related specialisations highly desirable;
• Progression towards further education such as Advanced Diploma of Financial Planning would be highly regarded. If further study has not commenced, an interest in completing further study is essential;
• ASIC approved accreditation is highly desirable;
• Demonstrated initiative with the ability to work under minimal supervision;
• Knowledge of Xplan financial planning software;
• Strong attention to detail

Our Values

At Canaccord Genuity. we expect every member of our team to incorporate our brand values of being Aligned, Accountable, Approachable and Agile. To truly embody Canaccord Genuity’s 4 A’s you will be:

•  Aligned in your work and actions with CG’s wider firm goals and vision. You understand and actively contribute to the overall direction and objectives of your team and the greater CG organisation.
• Accountable, taking responsibility for your work and its outcomes. You are reliable, meet deadlines, and deliver high-quality results.
• Approachable, friendly, and easy to communicate with. You create an environment where others feel comfortable reaching out for help, advice, or collaboration, while also being receptive to feedback.
• Agile and able to adapt and respond quickly to changing circumstances. You are flexible, nimble, and can efficiently adjust your approach or priorities as needed.

 Why work for Canaccord Genuity?

Canaccord Genuity is a great place for ambitious and intelligent individuals to excel in their careers. Our team is a diverse mix of those who are starting their careers and seasoned professionals eager to share their wisdom with the next generation. We’re committed to ongoing staff development to help our employees succeed in their chosen career path through our range of training and support services.

We also offer a wide range of employee benefits, including paid parental leave, study assistance, paid volunteer leave, free gym memberships, and more!

Canaccord Genuity is an endorsed employer for all women, and you can explore our benefits and policies directly at: https://work180.com/en-au/for-women/employer/canaccord-genuity

 Ready to Join Our Team?

The successful candidate must be available to work in our fantastic Perth office located in the CBD, during our operational hours which includes Monday to Friday, between 7:30am and 4:30pm.

If this position appeals to you, we would love to hear from you. Please apply using the link below if you believe this position is the perfect fit. We look forward to hearing from you!

Apply Now

 Applications close COB Friday, 3 May 2024.