We’re currently on the lookout for…

Adviser Assistant - Adelaide

We have an exciting opportunity for an Adviser Assistant to join our growing Wealth desk in Adelaide. In this role, you will support a team of Advisers and be integral to the smooth and efficient running of their business.

Key responsibilities include:

• Manage the day-to-day administration and operational needs of your allocated Advisers’ businesses;
• Supporting Advisers with market trading and order management;
• Supporting Advisers with over-flow of phone calls and other client communications.
• Assisting clients with administration-based queries regarding their trades and accounts;
• Preparation and management account administration documents such as account opening documents, account updates, off market/broker transfers, corporate actions, estates, super funds and trusts.
• Assist with market related administration, preparing paperwork for client’s reviews portfolio and transaction preparation;
• Accurate production of all client portfolio review documentation and reports.
• Assist advisers in the management of ongoing advice service obligations and advice document preparations where necessary.
• Provide back up support to Adviser Assistants by assisting their Advisers during periods of leave and with over-flow of work;

About you

To be successful in the role you will have prior knowledge of wealth management and/or stockbroking systems, including experience with IRESS. Ideally, the successful candidate will have a minimum of 1 – 2 years’ experience in a stockbroking, financial planning, back office or Financial Services role.

We are also seeking an experienced professional with the following attributes:

• The ability to prioritise, multi-task and meet strict deadlines;
• Client service focused with excellent interpersonal skills, including building rapport with clients;
• Demonstrated initiative with the ability to work under minimal supervision;
• Possession of RG146 accreditation is highly desirable.

To apply click here

Applications close COB 17 March 2023

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.