Senior Associate, New Account Services

Salary Range: $50,000 - $60,000

Who we are: 

Canaccord Genuity (CG) is a leading independent full-service financial services firm, with operations in two principal segments of the securities industry: wealth management and capital markets.  CG is driven by an unwavering commitment to build lasting client relationships – we achieve this by generating value for our individual, institutional, and corporate clients through comprehensive wealth management solutions and investment banking services.  We are a leading independent wealth management firm in Canada, and the leading mid-market provider of investment banking advisory, equity research, sales and trading services for corporations and institutions. 

We pride ourselves on understanding our clients’ needs and finding innovative, bespoke solutions.  Our entrepreneurial and friendly team will challenge you to learn and grow every day.  We value great work and collaboration and strive to eliminate bureaucratic thinking.  We’re looking for talented people who thrive in a fast-paced environment and want to have an impact with innovative ideas and best practices. 

Come be a part of our Canadian success story and help deliver superior experiences for our clients. At CG, we recognize that diversity across our business strengthens our client relationships and enables more innovative solutions.  We strongly encourage applications from all qualified individuals regardless of race, religion, colour, national origin, gender, sexual orientation, age, marital status, or disability status. CG provides an accessible candidate experience. If you need any accommodations throughout the interview process and beyond, please let us know. 

Our Canadian operation, Canaccord Genuity Corp., is currently looking for an Senior Associate, New Accounts Services to join our Vancouver team. The timings for this role are 7:30am – 3:30pm PST.

Responsibilities:

• Perform credit checks and corporate searches.
• Process incoming documents, which entails reviewing account opening packages to ensure that proper documents are used and completed correctly as per regulatory, anti-money laundering, FATCA and tax requirements.
• Respond to incoming inquiries with prompt, courteous and accurate information, escalating all issues/inquiries to senior staff members when appropriate.
• Complete small projects on an ad hoc basis.
• Prepare document packages for the scanning process.
• Prepare client copies and welcome packages for mailing.
• Cross-train on related positions within the team.
• Provide back-up support to other team members as necessary.

Skills & Qualifications:

• 5+ years of  new accounts administration experience within the brokerage industry.
• Completion of the Canadian Securities Course (CSC) is preferred.
• Strong attention to detail and accuracy.
• Excellent organizational and time management skills.
• Exceptional client service and communication skills.
• Proactive, self-motivated, and able to work effectively in a collaborative team environment.
• Proficiency in Microsoft Word, Excel, and Outlook.
• Experience with Dataphile and Hummingbird is considered an asset.

#LI-VP1 #LI-Onsite #INDHP

All applications will be held in strict confidence.

In order to be considered for employment, candidates selected for interviews will be required to show proof of citizenship, permanent residence or eligibility to work in Canada with no restrictions.

Protecting your online safety:

Canaccord Genuity and its affiliates do not use text messages for recruitment purposes. If you have received a text message claiming to be from CG or an authorized representative regarding job recruitment, please treat as fraudulent and do not respond.

We wish to thank all candidates for their interest but only those applicants selected for an interview will be contacted. No phone calls please. Thank you for your understanding.