The Administrative Assistant supports the Lead Investment Advisor, managing calendars, meetings, travel, finances, and client interactions, ensuring high service and confidentiality.

Top Skills: Adobe AcrobatDocusignMS OfficeOutlookSalesforceZoom

Canaccord Genuity

Manager Application Development

Reposted 6 Days Ago

Vancouver, BC, CAN

Senior level

Financial Services

The Manager of Application Development oversees the development team, ensures timely delivery of high-quality applications, and contributes to IT strategies within a wealth management technology context.

Top Skills: AzureMicrosoft TechnologiesPegaSQL

Canaccord Genuity

Financial Planner

Reposted 6 Days Ago

Vancouver, BC, CAN

Mid level

Financial Services

The Financial Planner and Tax Specialist will create personalized financial plans, conduct client meetings, and provide expert advice on financial and tax matters in a team-oriented environment.

Top Skills: ConquestMS OfficeNaviplan

Canaccord Genuity

Associate, Financial Planning

Reposted 6 Days Ago

Vancouver, BC, CAN

Junior

Financial Services

Assist the Wealth & Estate Planning team in client data management, financial plan packaging, and administrative support. Requires detail-oriented skills and experience in financial planning processes.

Top Skills: Adobe AcrobatConquestMS OfficeMicrosoft Word

Canaccord Genuity

Credit Specialist

7 Days Ago

Vancouver, BC, CAN

Junior

Financial Services

The Credit Specialist monitors credit reports, ensures compliance, manages account settlements, assesses orders, and assists Investment Advisors with credit issues.

Top Skills: DataphileMS Office

Canaccord Genuity

Associate, Financial Analysis

16 Days Ago

Vancouver, BC, CAN

Mid level

Financial Services

The Associate, Financial Analysis will assist in portfolio management through research, trading, client communication, and market analysis.

Top Skills: DataphileEnvestnetExcelYcharts

Canaccord Genuity

Associate Portfolio Manager - Stenner Wealth Partners+

Reposted 17 Days Ago

Vancouver, BC, CAN

Senior level

Financial Services

The Associate Portfolio Manager will oversee portfolio models, evaluate investments, monitor market conditions, and conduct client communications and reviews, ensuring a high level of client service and strategic growth for the company.

Top Skills: Adobe IndesignBloombergDataphileEnvestnetHTMLJavaJqueryMicrosoft Excel VbaPHPPythonSQLThomson OneXML

Canaccord Genuity

Office Services Administrator

18 Days Ago

Vancouver, BC, CAN

Entry level

Financial Services

The Office Services Administrator manages day-to-day operations by coordinating mail, providing hospitality support, and maintaining office cleanliness.

Top Skills: ExcelMS OfficeOutlookWord