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Supervisory Analyst – Melbourne or Sydney Location

We have an exciting opportunity for a Supervisory Analyst to join our Research team in either our Melbourne or Sydney office. In this role, you will work with the Research team to enhance SA support to a growing Equity Research desk, covering 300 issuers across multiple sectors and market capitalisations.
 
Duties and Responsibilities will include:
  • To read and sign-off on research product, ensuring timely distribution to clients.
  • To ensure compliance of research product (against global grey list, restricted lists, current disclosures).
  • Electronic distribution of research products using various research authoring and distribution platforms.
  • Liaising with desktop publishing team for printing of hard copy research.
  • Maintain accurate and up-to-date information on the Canaccord Genuity Research Portal and website.
  • Cover SAs from other regions on an ad hoc basis as required.
  • Any other tasks as part of editorial or research initiatives as required.
Your Skills and Expertise
  • Bachelor degree in related field.
  • Advanced knowledge of Excel, PowerPoint and Word.
  • Experience and confidence using a variety of research authoring/distribution platforms is required.
  • You will be a critical and independent thinker who is analytical, logical and reasoned.
  • You will have well-developed interpersonal and communication skills, including strong written skills and the ability to work effectively in a team.
  • A proven ability to prioritise, multi-task and effectively and efficiently meet deadlines is mandatory for this role.
  • A strong attention to detail is essential.
Why work for Canaccord Genuity?
 
Canaccord Genuity is one of Australia’s leading wealth management, stockbroking and financial services firms. With an experienced client advisory team and extensive network of offices across Australia, we are well positioned to service the investment needs of our clients. Backed by an array of local and international expertise, our investment advice is based upon thorough research and understanding of the market.
 
We provide a great range of employee benefits including study assistance, paid volunteer leave, the ability to purchase additional leave, subsidised gym membership and much more.
 
To apply for this opportunity, email a copy of your resume and cover letter to _HR@psl.com.au

Applications close 4 February 2020.




Adviser Assistant - Melbourne

We have an opportunity for an Adviser Assistant to join our Wealth desk in Melbourne. In this role, you will support a team of Advisers and be integral to the smooth and efficient running of their business.

Duties and Responsibilities will 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, portfolio and transaction preparation;
  • Provide back up support to Adviser Assistants by assisting their Advisers during periods of leave and with over-flow of work;

Your Skills and Expertise

  • Adviser Assistant experience in a stockbroking or Financial Services environment would be preferred;
  • Possession of RG146 accreditation is highly desirable;
  • The ability to prioritise, multi-task and meet strict deadlines;
  • Excellent interpersonal skills, including building rapport with clients;
  • Client service focused;
  • Demonstrated initiative with the ability to work under minimal supervision.

Why work for Canaccord Genuity?

Canaccord Genuity is one of Australia’s leading wealth management, stockbroking and financial services firms. With an experienced client advisory team and extensive network of offices across Australia, we are well positioned to service the investment needs of our clients. Backed by an array of local and international expertise, our investment advice is based upon thorough research and understanding of the market.

We provide a great range of employee benefits including study assistance, paid volunteer leave, the ability to purchase additional leave, subsidised gym membership and much more.
To apply for this opportunity, email a copy of your resume and cover letter to _HR@psl.com.au

Applications close COB 24 January 2020.





Established Wealth Advisers

At Canaccord Genuity Patersons, 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 Patersons 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 Patersons is one of Australia’s leading stockbroking and financial services firms. We have a true national presence with 10 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 Patersons 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 _hr@psl.com.au if you think you're a great fit for this role and would like to confidentially discuss joining our team.


 
 

Established Stockbrokers / Equity Advisers / Private Client Advisers

Grow your revenue and take your established business to the next level on Canaccord Genuity Patersons’ 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 Patersons is one of Australia’s leading stockbroking and financial services firms. We have a true national presence with 10 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 Patersons 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 _hr@psl.com.au if you think you're a great fit for this role and would like to confidentially discuss joining our team.