Accéder au contenu principal

We're Hiring

Our business is focused on people and relationships

Our Australian team is currently on the lookout for…

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.

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.

Interested in opportunities with Canaccord Genuity?

Please get in touch if you would like to confidentially discuss joining our team.

Start the conversation

Client Services Administrator - Melbourne

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.

 Click here to apply

CG is one of Australia’s premier financial services firms

Our hard-earned reputation for integrity and advisory expertise has led to our clients entrusting us with over $22b in funds under management and administration.