We’re currently on the lookout for…

Established Wealth Advisers

At Canaccord Genuity we’re focused on helping our Advisers build a sustainable long-term wealth business, rather than meeting monthly financial targets. We offer the opportunity to learn from other experienced Advisers in our firm and lean on them for advice and support when required.

As a Canaccord Genuity Wealth Adviser you will be provided with a supportive and accommodative work environment that allows you to work autonomously or as part of a team. You can also 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 Wealth Advisers have access to:

• Best-in-breed technology platform solutions
• Expert support in Superannuation and Financial Planning
• A leading Wealth Management website and app for your clients
• Wealth focused publications and seminars for your clients
• An attractive remuneration structure

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 have an established Wealth Advisory 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.

Established Stockbrokers / Equity Advisers / Private Client Advisers

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.

Associate Adviser - Albany

Are you an experienced Associate Adviser, ready to take on a new and exciting opportunity helping manage a book of good clients with the goal to transition these clients to yourself overtime? If so, we have the perfect role for you in our beautiful and thriving Albany office!

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, we’re proud to employ over 30Reg0 talented professionals in 6 offices located in major capital cities and regional centres, across Australia.

About the Role

We are currently seeking a dynamic and experienced professional to join our Wealth desk in Albany. Working closely with the Albany Branch Manager to ensure seamless client service delivery, this role will be responsible for overseeing and nurturing a portfolio of your existing clients while actively contributing to the transition of a substantial client base, as Senior Advisers approach retirement in the coming years.

As an Associate Adviser, you will play a pivotal role in cultivating new leads and servicing the ongoing needs of existing clients. This role offers a variety of disciplines and will provide you with opportunities to develop new skills and areas of specialisation.

Key responsibilities include:

• Develop, improve and increase the Wealth Management Client base.
• Ensure that the Wealth Management Client base is properly serviced.
• Develop an awareness of each Client’s needs, financial situation, investment objectives and level of acceptable financial risk.
• Develop an awareness of relevant research information/recommendations to properly service Clients needs and investment objectives.
• Ensure efficient execution of client buy / sell orders.
• Ensure Client has the financial means to comply with ASX T+2 settlement rules.
• Maintain relevant Client mailing lists.
• Ensure compliance with all relevant Corporations Law, ASX Business Rules and internal office procedures.
• Ensure that all trading activities are conducted in line with the Company’s ethical and regulatory standards.
• Be cognisant of other divisions within the firm and ensure their services are offered to clients.

About you

To thrive in this role, you must be a qualified financial adviser with a passion for specialised financial planning fields. As a seasoned professional, you will contribute to a team aligned with a clear strategic vision and work towards acquiring a significant business. Additionally, we are looking for candidates with the following attributes:

We are also seeking applicants with the following attributes:

• All candidates must be RG146 compliant in Managed Investments, Securities, Superannuation and Insurance at a minimum (please refer to www.asic.gov.au for further details).
• Understanding of ASX rules and regulations.
• Understanding of Corporations Law and associated statutory regulations.
• Ability to work in a compliance focused environment.
• Strong communication skills.
• Proven sales ability and ability to close a deal.
• Demonstrated ability to understand Client’s needs.
• Previous experience using portfolio management or understanding of the benefits of using portfolio management.
• Ability to understand and promote company products.
• A highly self-motivated individual.
• An adequate skill in relevant financial markets, IT software and Microsoft Office.

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?

Join us and become a part of a team that values your expertise and encourages you to reach your full potential.

If you have the skills and dedication required for this role, we would love to hear from you! 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.

Applications close COB Thursday, 29 February 2024.