Teams at Canaccord Genuity

The Financial Planner prepares comprehensive financial plans, collaborates with advisors, and maintains client relationships, focusing on high net worth clients' financial needs.

Design, build, and integrate AI-powered features using foundation models and managed cloud AI services. Develop RAG pipelines, agent/tool-calling workflows, fine-tune hosted models, implement data governance and security, evaluate vendors, establish monitoring and cost-control, define technical standards, mentor developers, and work with risk, compliance, and business stakeholders to deliver regulated AI solutions.

Review and process new account documentation for regulatory, AML, FATCA and tax compliance; perform credit and corporate checks; respond to client inquiries; prepare and package documents for scanning/mail; complete ad hoc projects; cross-train and provide backup support.