Senior Associate, Wealth Management

Why Choose Canaccord Genuity?

• Exceptional Client Service: We pride ourselves on delivering exceptional service to our clients.
• Innovative Investment Solutions: At Canaccord Genuity, we’re not afraid to think outside the box. Join us in shaping the future of finance.
• Global Reach: With offices across 5 continents, you’ll be part of a truly global network.
• Diverse and Inclusive Workplace: We value diversity and believe that different perspectives drive innovation. Join us in promoting an inclusive workplace where everyone’s voice is heard.

Our Impact: Canaccord Genuity’s work extends beyond financial markets. We actively support community initiatives, champion environmental sustainability, and contribute to social causes. By joining us, you’ll be part of a team that makes a positive impact both inside and outside the office.

About the Role

We are seeking an experienced Senior Associate to join our Perth Wealth Management team. This is a long-term opportunity suited to a seasoned professional who takes pride in delivering high-quality support to both clients and advisers. While this role offers variety and responsibility, it is best suited to someone who thrives in an operations-focused position rather than seeking a transition into an adviser role.

In this role, you will be instrumental in the day-to-day management of an established, high-performing adviser business, supporting diverse and sophisticated clients. This adviser business model partners with clients that are seeking a long-term partnership focused on strategic advice that aligns to their financial and lifestyle goals.  The ideal candidate will bring sound industry knowledge, maturity, and a proactive, client-first mindset.

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 Associates by assisting their Advisers during periods of leave and with over-flow of work.

About you

This role is ideal for an experienced professional who is looking for stability, responsibility, and a long-term home in adviser support.

To be successful, you will bring:

• A minimum of 3–5 years' experience in a stockbroking, wealth management, or financial services role;
• Excellent client relationship and communication skills with a professional, service-oriented mindset;
• High attention to detail and organisational skills to manage competing priorities;
• Confidence working independently and taking ownership of your advisers’ support function;
• RG146 accreditation and/or relevant tertiary qualifications are highly regarded.

About us

Canaccord Genuity is one of Australia’s leading Capital Markets and Wealth Management firms operating in the fast-paced world of financial services. We’re part of the global Canaccord Genuity network with operations spanning 5 continents. In Australia, we employ over 350 staff and have 8 offices in major capital cities and regional centres.

We expect every member of our team to incorporate our brand values of being Aligned, Accountable, Approachable and Agile into every aspect of their work and into every interaction with colleagues and clients. In return, we offer a great range of employee benefits including paid parental leave, study assistance, paid volunteer leave, the ability to purchase additional leave, free gym membership, and more.

Canaccord Genuity is committed to being an equal opportunity employer. We welcome applications from women, Indigenous people, LGBTQ+ individuals, and all other qualified candidates.

We are proud to be an endorsed employer for all women. You can view our range of benefits and policies directly at WORK180:https://work180.com/en-au/for-women/employer/canaccord-genuity

Join us today

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 invite you to apply now and be a part of our dynamic team!

Canaccord Genuity provides an accessible candidate experience. If you need any accommodations throughout the interview process and beyond, please let us know.