Why Choose Canaccord Genuity?

• Exceptional Client Service: We pride ourselves on delivering exceptional service to our clients. As part of our team, you’ll have the opportunity to make a real difference in their financial lives.
• 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 have an exciting opportunity for a recent graduate or Client Services Officer with 1 – 2 years’ experience looking to move to Paraplanning, to join our Financial Planning team in Perth. In this role, you will provide critical administration support and workflow management to our team of Wealth Advisers. You will also have the opportunity to assist in the preparation of financial plans, and perform other relevant duties in due course.

Key responsibilities include:

• Maintain the client database for all Advisers, including data entry.
• Liaise with Advisers to obtain relevant client information for the preparation of advice documents.
• Assist with managing Manage the paraplanning workflow, including allocation of plans to internal and external paraplanners.
• Conduct research on various superannuation, insurance and investment products.
• Ensure compliance within all correspondence and advice documents.
• Maintain strong technical knowledge and resourcefulness in sourcing technical and strategic information.
• Maintain knowledge on legislation in relation to all aspects of Financial Planning, including superannuation, social security, insurance and taxation.
• Keep up to date with the latest financial planning strategies and report back to management for dissemination to advisers to ensure cutting-edge client advice.

About you:

We are seeking applicants with the following attributes:

• Bachelor’s degree in a financial services related discipline;
• Possession of RG146 accreditation is highly desirable;
• Understanding of technical and mathematical aspects of financial planning; and a demonstrated aptitude for financial writing
• Intermediate to advanced knowledge of Windows, Outlook, Excel and Word.
• Strong interpersonal and communication skills, including written skills and the ability to work effectively in teams (locally and nationally).
• Commitment to providing quality service and commitment to contributing to a positive team environment.
• Proven ability to prioritise, multi-task and effectively and efficiently meet strict deadlines.

This is great, but not required if:

You have genuine interest in Financial Planning, with the ability to thrive in a fast-paced environment while maintaining a high level of attention to detail. If you have a client-focused mindset and can build rapport with clients and advisers, we would love to hear from you!

About us

Canaccord Genuity is one of Australia’s leading Wealth Management and Capital Markets 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 300 staff and have 7 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!

Applications close COB Monday, 29 July 2024.