Associate, Wealth Management

Associate, Wealth Management – Sydney

Full Time Opportunity

Join a global wealth management firm and help deliver outstanding outcomes for clients.

At Canaccord Genuity, we’re passionate about helping our clients achieve their financial goals. We’re looking for an experienced Associate, Wealth Management to join our Sydney team and partner closely with high-performing Advisers to deliver exceptional client service and operational excellence.

This is an exciting opportunity for a financial services professional who enjoys building relationships, solving problems, and working in a fast-paced, client-focused environment.

As a trusted support partner to our Advisers, you’ll play a pivotal role in ensuring a seamless client experience by:

• Supporting a portfolio of Wealth Management clients and their Advisers
• Acting as a key point of contact for client enquiries and account administration
• Managing client onboarding and account maintenance activities
• Coordinating investment administration, settlements and operational processes
• Preparing client documentation and investment-related paperwork
• Working closely with product providers, platforms and internal teams
• Assisting with client meetings, business development and marketing initiatives
• Identifying opportunities to improve processes and enhance client outcomes

You’ll bring:

• Previous experience in private wealth management, stockbroking, financial planning or a related financial services environment
• Strong knowledge of financial markets and investment products
• Excellent organisational skills and the ability to manage competing priorities
• Outstanding communication and stakeholder management skills
• A strong focus on accuracy, compliance and client service
• Advanced Microsoft Office skills
• RG146 accreditation (preferred)
• Relevant tertiary qualifications in Finance, Business, Commerce or a related field (highly regarded)

Why join Canaccord Genuity?

 We offer more than just a job. You’ll have the opportunity to build your career with a leading global wealth management firm while working alongside experienced professionals in a supportive and collaborative environment.

Benefits include:

• Career development and internal growth opportunities
• Exposure to experienced Advisers and sophisticated clients
• Wellness Program and Employee Assistance Program
• Paid parental leave, study assistance and volunteer leave
• A collaborative, high-performing culture focused on learning and development

About Canaccord Genuity

At Canaccord Genuity, our values underpin everything we do. We are Aligned, Accountable, Approachable and Agile, and we’re committed to creating an environment where our people can thrive.

Ready to take the next step in your Wealth Management career?

Apply now and become part of a global organisation where your contribution is valued and your development is supported

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. We are committed to building a diverse and inclusive workplace where everyone can thrive. We welcome applications from people of all backgrounds and encourage individuals who may not meet every requirement to apply if they believe they can make a valuable contribution.