Our business is focused on people and relationships

At Canaccord Genuity 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 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 is one of Australia’s leading stockbroking and financial services firms. We have a true national presence with 8 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 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 CGAU.HR@cgf.com if you think you're a great fit for this role and would like to confidentially discuss joining our team.

Grow your revenue and take your established business to the next level on Canaccord Genuity's 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 is one of Australia’s leading stockbroking and financial services firms. We have a true national presence with 8 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 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 CGAU.HR@cgf.com if you think you're a great fit for this role and would like to confidentially discuss joining our team.

Why Choose Canaccord Genuity?

• Exceptional Client Service: We pride ourselves on delivering exceptional service to our clients. As part of our team, you’ll have the opportunity to make a real difference in their financial lives.
• Innovative Investment Solutions: At Canaccord Genuity, we’re not afraid to think outside the box. Join us in shaping the future of finance!
• Global Reach: With offices across 5 continents, you’ll be part of a truly global network.
• Diverse and Inclusive Workplace: We value diversity and believe that different perspectives drive innovation. Join us in promoting an inclusive workplace where everyone’s voice is heard.

Our Impact: Canaccord Genuity’s work extends beyond financial markets. We actively support community initiatives, champion environmental sustainability, and contribute to social causes. By joining us, you’ll be part of a team that makes a positive impact both inside and outside the office.

About the Role

We have an exciting opportunity for an Associate to join our growing Wealth team in Sydney. In this role, you will play a pivotal role in supporting a team of Advisers and be integral to the smooth and efficient running of their business.

Key responsibilities include:

• Manage the day-to-day administration and operational needs of your allocated Advisers’ businesses, including:
  • 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, preparing paperwork for client’s reviews portfolio and transaction preparation;
• Accurate production of all client portfolio review documentation and reports;
• Assist advisers in the management of ongoing advice service obligations and advice document preparations where necessary.

About you:

We are seeking applicants with the following attributes:

• Bachelor degree in Financial Services related discipline is highly regarded;
• Possession of RG146 accreditation is highly desirable;
• Comprehensive working knowledge of a stockbroking system and IRESS;
• Demonstrated initiative with the ability to work under minimal supervision;
• Intermediate/advanced knowledge of Windows, Outlook, Excel and Word. 

This is great, but not required if:

You are passionate about Wealth Management and the Financial Services Industry, with the ability to thrive in a fast-paced environment while maintaining a high level of attention to detail. If you have a client-focused mindset and the ability to build rapport with clients and advisers, we would love to hear from you!

About us

Canaccord Genuity is one of Australia’s leading Wealth Management and Capital Markets firms operating in the fast-paced world of financial services. We’re part of the global Canaccord Genuity network with operations spanning 5 continents. In Australia, we employ over 300 staff and have 7 offices in major capital cities and regional centres.

We expect every member of our team to incorporate our brand values of being Aligned, Accountable, Approachable and Agile into every aspect of their work and into every interaction with colleagues and clients. In return, we offer a great range of employee benefits including paid parental leave, study assistance, paid volunteer leave, the ability to purchase additional leave, free gym membership, and more.

Canaccord Genuity is committed to being an equal opportunity employer. We welcome applications from women, Indigenous people, LGBTQ+ individuals, and all other qualified candidates.

We are proud to be an endorsed employer for all women. You can view our range of benefits and policies directly at WORK180: https://work180.com/en-au/for-women/employer/canaccord-genuity

Join us today

Join us and become a part of a team that values your expertise and encourages you to reach your full potential.

If you have the skills and dedication required for this role, we invite you to apply now and be a part of our dynamic team!

Click here to apply

 Applications close COB Friday, 21 June 2024.

Why Choose Canaccord Genuity?

• Exceptional Client Service: We pride ourselves on delivering exceptional service to our clients. As part of our team, you’ll have the opportunity to make a real difference in their financial lives.
• Innovative Investment Solutions: At Canaccord Genuity, we’re not afraid to think outside the box. Join us in shaping the future of finance!
• Global Reach: With offices across 5 continents, you’ll be part of a truly global network.
• Diverse and Inclusive Workplace: We value diversity and believe that different perspectives drive innovation. Join us in promoting an inclusive workplace where everyone’s voice is heard.

Our Impact: Canaccord Genuity’s work extends beyond financial markets. We actively support community initiatives, champion environmental sustainability, and contribute to social causes. By joining us, you’ll be part of a team that makes a positive impact both inside and outside the office.

About the Role

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

Key responsibilities include:

• Manage the day-to-day administration and operational needs of your allocated Advisers’ businesses, including:
  • 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, preparing paperwork for client’s reviews portfolio and transaction preparation;
• Accurate production of all client portfolio review documentation and reports;
• Assist advisers with the implementation of their advice to their clients, such as superannuation rollovers,  implementing pensions, reviews, insurance, strategic advice and investment advice.
• Assist advisers in the management of ongoing advice service obligations and advice document preparations where necessary.

About you:

We are seeking applicants with the following attributes:

• Minimum of  3 – 5 years’ experience in a stockbroking, financial planning, back office or Financial Services role;
• Possession of RG146 accreditation is highly desirable;
• Knowledge of a wealth management and/or stockbroking systems and IRESS is highly regarded;
• The ability to prioritise, multi-task and meet strict deadlines;
• Client service focused with excellent interpersonal skills, including building rapport with clients;
• Demonstrated initiative with the ability to work under minimal supervision.
• Intermediate/advanced knowledge of Windows, Outlook, Excel and Word.
   

This is great, but not required if:

You are passionate about Wealth Management and the Financial Services Industry, with the ability to thrive in a fast-paced environment while maintaining a high level of attention to detail. If you have a client-focused mindset and the ability to build rapport with clients and advisers, we would love to hear from you!

About us

Canaccord Genuity is one of Australia’s leading Wealth Management and Capital Markets firms operating in the fast-paced world of financial services. We’re part of the global Canaccord Genuity network with operations spanning 5 continents. In Australia, we employ over 300 staff and have 7 offices in major capital cities and regional centres.

We expect every member of our team to incorporate our brand values of being Aligned, Accountable, Approachable and Agile into every aspect of their work and into every interaction with colleagues and clients. In return, we offer a great range of employee benefits including paid parental leave, study assistance, paid volunteer leave, the ability to purchase additional leave, free gym membership, and more.

Canaccord Genuity is committed to being an equal opportunity employer. We welcome applications from women, Indigenous people, LGBTQ+ individuals, and all other qualified candidates.

We are proud to be an endorsed employer for all women. You can view our range of benefits and policies directly at WORK180:https://work180.com/en-au/for-women/employer/canaccord-genuity

Join us today

Join us and become a part of a team that values your expertise and encourages you to reach your full potential.

If you have the skills and dedication required for this role, we invite you to apply now and be a part of our dynamic team!

Click here to apply

Applications close COB Tuesday, 30 July 2024.

Why Choose Canaccord Genuity?

• Exceptional Client Service: We pride ourselves on delivering exceptional service to our clients. As part of our team, you’ll have the opportunity to make a real difference in their financial lives.
• Innovative Investment Solutions: At Canaccord Genuity, we’re not afraid to think outside the box. Join us in shaping the future of finance!
• Global Reach: With offices across 5 continents, you’ll be part of a truly global network.
• Diverse and Inclusive Workplace: We value diversity and believe that different perspectives drive innovation. Join us in promoting an inclusive workplace where everyone’s voice is heard.

Our Impact: Canaccord Genuity’s work extends beyond financial markets. We actively support community initiatives, champion environmental sustainability, and contribute to social causes. By joining us, you’ll be part of a team that makes a positive impact both inside and outside the office.

About the Role

We have an exciting opportunity for a recent graduate or Client Services Officer with 1 – 2 years’ experience looking to move to Paraplanning, to join our Financial Planning team in Perth. In this role, you will provide critical administration support and workflow management to our team of Wealth Advisers. You will also have the opportunity to assist in the preparation of financial plans, and perform other relevant duties in due course. 

Key responsibilities include:

• Maintain the client database for all Advisers, including data entry.
• Liaise with Advisers to obtain relevant client information for the preparation of advice documents.
• Assist with managing Manage the paraplanning workflow, including allocation of plans to internal and external paraplanners.
• Conduct research on various superannuation, insurance and investment products.
• Ensure compliance within all correspondence and advice documents.
• Maintain  strong technical knowledge and resourcefulness in sourcing technical and strategic information.
• Maintain knowledge on legislation in relation to all aspects of Financial Planning, including superannuation, social security, insurance and taxation.
• Keep up to date with the latest financial planning strategies and report back to management for dissemination to advisers to ensure cutting-edge client advice.

About you:

We are seeking applicants with the following attributes:

• Bachelor’s degree in a financial services related discipline;
• Possession of RG146 accreditation is highly desirable;
• Understanding of technical and mathematical aspects of financial planning; and a demonstrated aptitude for financial writing
• Intermediate to advanced knowledge of Windows, Outlook, Excel and Word.
• Strong interpersonal and communication skills, including written skills and the ability to work effectively in teams (locally and nationally).
• Commitment to providing quality service and commitment to contributing to a positive team environment.
• Proven ability to prioritise, multi-task and effectively and efficiently meet strict deadlines.

This is great, but not required if:

You have genuine interest in Financial Planning, with the ability to thrive in a fast-paced environment while maintaining a high level of attention to detail. If you have a client-focused mindset and can build rapport with clients and advisers, we would love to hear from you!

About us

Canaccord Genuity is one of Australia’s leading Wealth Management and Capital Markets firms operating in the fast-paced world of financial services. We’re part of the global Canaccord Genuity network with operations spanning 5 continents. In Australia, we employ over 300 staff and have 7 offices in major capital cities and regional centres.

We expect every member of our team to incorporate our brand values of being Aligned, Accountable, Approachable and Agile into every aspect of their work and into every interaction with colleagues and clients. In return, we offer a great range of employee benefits including paid parental leave, study assistance, paid volunteer leave, the ability to purchase additional leave, free gym membership, and more.

Canaccord Genuity is committed to being an equal opportunity employer. We welcome applications from women, Indigenous people, LGBTQ+ individuals, and all other qualified candidates.

We are proud to be an endorsed employer for all women. You can view our range of benefits and policies directly at WORK180:https://work180.com/en-au/for-women/employer/canaccord-genuity

Join us today

Join us and become a part of a team that values your expertise and encourages you to reach your full potential.

If you have the skills and dedication required for this role, we invite you to apply now and be a part of our dynamic team! 

Click here to apply

Applications close COB Monday, 29 July 2024.