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 are seeking an experienced and driven professional to join our team on a permanent, full-time basis.

This is a fantastic opportunity to become part of a fast-growing, collaborative business where you'll work alongside experienced Wealth Advisers and Financial Planners across the country, providing essential support to our client advisory team.

Key Responsibilities

In this role you will:

• Deliver high-quality support and technical assistance to our Associate team in the implementation of financial advice.
• Review and verify the accuracy, compliance, and alignment of Statements of Advice (SOAs) related to insurance changes with client needs and company standards.
• Uphold compliance standards throughout the advice process to ensure regulatory adherence.
• Prepare, process, and follow up on client applications, redemptions, switches, review materials, and other administrative tasks.
• Maintain accurate and detailed client information within XPLAN.
• Respond to client inquiries promptly, accurately, and professionally, delivering a warm and personalised service experience.
• Assist Financial Advisers by managing files and supporting pre- and post-meeting preparation, ensuring they are well-organised, informed, and efficient in their roles.
• Perform ad-hoc administrative tasks as required to support team operations.

About you:

To thrive in this role, you will have prior experience within Financial Planning or a similar Client Services position, combined with a passion for building a career in Financial Services. Strong interpersonal skills are essential, as this role requires the ability to build rapport with Advisers both in-person and virtually.

We are also seeking applicants with the following attributes:

• A minimum of 1-2 years’ experience in a Client Service Administrator role or similar.
• Strong understanding of financial management processes, current compliance and financial planning principals, products, and regulatory requirements.
• Analytical mindset to review financial documents and identify discrepancies or areas for improvement.
• Proven initiative and the ability to work independently with minimal supervision.
• Proficiency in financial planning software (e.g., XPLAN)
• High attention to detail and a commitment to excellence in all client interactions.

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 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're a proactive, detail-oriented professional looking to make a meaningful impact in a supportive team environment, we'd love to hear from you. 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.

Applications close COB Monday, 2 December 2024.