Jobs at Canaccord Genuity

Processes mutual fund and GIC transactions, investigates order rejections, coordinates confirmations and wire instructions, reconciles client accounts, manages departmental payables, processes commissions and trailer fees, monitors disclosure delivery, and administers account changes. The role communicates with portfolio managers, investment advisors, and fund manufacturers while maintaining high accuracy and meeting strict deadlines.

Provides administrative and client support to Investment Advisors, including phone and email communication, calendar and priority management, correspondence, presentations, reports, spreadsheets, expense processing, database maintenance, confidential client service, and special projects. The role requires strong organization, communication, discretion, prioritization, and proficiency with Microsoft Office. Banking or securities experience and knowledge of Dataphile or Salesforce are assets.

Supports business development and prospecting for a boutique wealth management team. Responsibilities include researching high-net-worth prospects and referral partners, managing the sales pipeline, conducting discovery conversations, preparing proposals and presentations, coordinating meetings, supporting client acquisition and onboarding, and tracking activities in the CRM. The role also assists with investment strategy presentations and uses approved AI and analytical tools while maintaining confidentiality, accuracy, and compliance.

The Treasury Manager oversees liquidity management, optimizes funding, maintains compliance, develops policies, and collaborates across departments to support financial operations.

Support a wealth management team by processing client transactions, executing trades, maintaining accounts and reports, servicing clients, and assisting with business development and administrative tasks.

The Associate, Relationship Manager manages day-to-day client interactions, ensuring timely responses to inquiries, processing transactions, preparing reports, and enhancing client relationships through effective communication and subject matter expertise.

Support discretionary portfolio management through portfolio administration, market monitoring, trade execution, rebalancing, investment research, and client communications. Prepare investment notes, maintain model portfolios, track market events, and assist with account administration and trading across equities, fixed income, and FX.

Support a Wealth Management team by maintaining client relationships, processing transactions and documentation, assisting with financial plans, servicing clients, supporting new client acquisition and marketing initiatives, and performing administrative duties.

Provide personalized financial and tax planning to affluent clients: gather client information, prepare and present plans using Conquest, recommend investment, retirement, tax and estate strategies, prepare personal and corporate tax packages, maintain client relationships, and support media and marketing initiatives.

Responsible for enhancing client relationships, updating financial plans, processing documentation, and supporting wealth business development with marketing initiatives.

Support a Wealth Management team by making outbound marketing calls to qualified prospects, nurturing leads, preparing marketing materials and correspondence, maintaining databases and records, and assisting with special projects to drive business development.

The Senior Associate will manage client tax reporting, validate tax files, perform withholding corrections, and ensure compliance with tax regulations throughout the year.

Support a Wealth Management team by processing client transactions, maintaining account lists, assisting with documentation, and developing client relationships.

Support Wealth & Estate Planning Specialists by creating financial plans, providing administrative support, entering client data into Conquest/Propel/insurer systems, producing life and living benefits illustrations, preparing insurance applications, maintaining accurate records and monthly pipelines, performing client outreach, supporting advisor training, and assisting on team improvement projects.

Provide administrative support to a Wealth Management team: process and confirm client transactions, execute trading orders, maintain account lists and reports, manage client documentation, assist client servicing and marketing initiatives, and perform additional office duties to support investment advisors and client relationships.

Design and implement defense-in-depth security architectures aligned with zero trust across on-prem, cloud, and hybrid environments. Lead enterprise deployment and optimization of Microsoft Defender Suite, IAM (Azure AD, conditional access, PAM), network security (segmentation, WAF, SASE), vulnerability management, NDR, and SIEM. Conduct threat modeling and security assessments, drive governance and compliance, mentor teams, and promote security culture and innovation across the organization.

Provide client-facing securities operations support for US-resident clients, processing warrants, option exercises, legend removals, wires, and physical certificate deposits/withdrawals. Communicate with issuers, transfer agents, and legal counsel, maintain SLAs, track payments, respond to inquiries, and cross-train across Securities Services.