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We believe that one of the key strengths of Canaccord Genuity is our culture of partnership, collaboration and excellence. We are driven by our clients’ success and we are relentlessly committed to helping them achieve their financial goals. When our clients succeed, we succeed. 

Working at Canaccord Genuity offers performance-driven individuals an opportunity to do the most rewarding work of their careers. Our employees experience the best of both worlds: access to global resources and capabilities, with the responsiveness and agility of an independently owned firm. 

In Canada, we offer employment opportunties in our Wealth Management, Capital Markets and Corporate Divisions.  We invite you to learn more by exploring our opportunities below, or by making a submission using the General Application link at the bottom of this page.

Associate, Marketing

Associate, Marketing - Wealth Management (Stenner Wealth Partners+ Team)
Vancouver – Job #3921
 
Summary:
 
Through its principal subsidiaries, Canaccord Genuity Group Inc. (the “Company”) is a leading independent, full-service financial services firm, with operations in two principal segments of the securities industry: wealth management and capital markets. 
 
Since its establishment in 1950, the Company has been driven by an unwavering commitment to building lasting client relationships. We achieve this by generating value for our individual, institutional and corporate clients through comprehensive investment solutions, brokerage services and investment banking services.
 
The Company has Wealth Management offices located in Canada, the UK, Guernsey, Jersey, the Isle of Man and Australia.  Canaccord Genuity, the international capital markets division, operates in North America, UK & Europe, Asia, Australia and the Middle East. 
 
Our Canadian operation, Canaccord Genuity Corp., is currently looking for a motivated, proactive individual who is passionate about social media, digital marketing and communications to join our Wealth Management team in Vancouver. The successful candidate will be supporting an established investment advisory and portfolio management team.
 
Responsibilities:
 

  • Coordinate and execute a targeted digital and social media marketing program aimed at identifying and qualifying potential investors. A range of investment products may include stocks, bonds and insurance related investment products and strategies;
  • Copy writing experience, content creation for marketing material, e-newsletters and the website;
  • Organize and maintain a CRM database of prospects and clients;
  • Contact prospects to determine interest in receiving literature on selected investment products;
  • Assist with coordinating media interviews and online client seminars led by Investment Advisors;
  • Work on various e-marketing projects as assigned;
  • Prepare e-mail and general mail outs to clients and prospects including tracked email marketing;
  • Other marketing duties as required including site content for improved online performance and conversions (lead acquisition), and paid media campaigns and/or social media campaigns.
 
Skills & Qualifications:
 
  • 3-5 years of experience in a marketing/communications role;
  • Previous digital marketing experience (social media and websites) is desirable; including a base knowledge of Search Engine Optimization, creating and updating website content, and social media engagement and content creation;
  • Experience in reporting on marketing efforts and identifying opportunities;
  • Experience within the financial industry is not essential but would be an asset;
  • Excellent written and verbal communication skills;
  • Strong customer service skills;
  • Excellent IT & computer skills, knowledge in making basic website updates not essential but would be an asset;
  • Proficient with MS Office (Word, Excel, Outlook, PowerPoint) and Salesforce Marketing Cloud;
  • Demonstrated interest in marketing, investment products, with previous similar work experience an asset.
 
We welcome and encourage applications from all qualified individuals including persons with disabilities. We will provide reasonable accommodations upon request for candidates taking part in all aspects of the recruitment and selection cycle.
 
We offer a competitive total compensation package, including the potential for bonuses. To learn more about the team and Canaccord Genuity, visit www.stennerwealthpartners.com.
 
Qualified applicants are invited to submit a resume and covering letter including salary expectations. All applications will be held in strict confidence. To apply, please Click Here. We recommend that all internal applicants advise their direct manager/supervisor about their interest in other job opportunities prior to sending in their job application.
 
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.
 
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.
 

Location: Vancouver

Department: Wealth Management

Company: Internal Postings

Reference: 14100204

More info

Investment Advisor Assistant (Licensed)

Investment Advisor Assistant (Licensed), Wealth Management
Edmonton – Job #4112

 

Summary:

 
Through its principal subsidiaries, Canaccord Genuity Group Inc. (the “Company”) is a leading independent, full-service financial services firm, with operations in two principal segments of the securities industry: wealth management and capital markets. 
 
Since its establishment in 1950, the Company has been driven by an unwavering commitment to building lasting client relationships. We achieve this by generating value for our individual, institutional and corporate clients through comprehensive investment solutions, brokerage services and investment banking services.
 
The Company has Wealth Management offices located in Canada, the UK, Guernsey, Jersey, the Isle of Man and Australia.  Canaccord Genuity, the international capital markets division, operates in North America, UK & Europe, Asia, Australia and the Middle East. 
 
Our Canadian operation, Canaccord Genuity Corp., is currently looking for an energetic, detailed and organised individual to join our Wealth Management team in Edmonton.  The successful candidate’s role will support a team of Portfolio Managers in establishing and maintaining strong client relationships.

 

Responsibilities:

 
  • Working directly with a Portfolio Manager where the focus is on growing the wealth management business, with a particular focus on discretionary portfolio management;
  • Assist Investment Advisors with processing and confirming client transactions;
  • Deal directly with all clients, provide quotes and execute trading orders;
  • Maintain account lists and compile statistical information and reports;
  • Process and follow-up on client documentation for proper maintenance of accounts;
  • Assist with servicing existing clients;
  • Involvement in developing the wealth business using various marketing initiatives;
  • Perform additional administrative duties as required.
 

Skills and Qualifications:

  • Completion of CSC, CPH and licensed with IIROC required;
  • 1-3 years of related experience, with a well-rounded knowledge of the securities industry;
  • Excellent communication and interpersonal skills;
  • Excellent organizational skills, with a strong attention to detail;
  • Demonstrated ability to meet deadlines, take initiatives and multi-task;
  • Ability to work independently, and effectively with employees and clients at all levels;
  • Intermediate to advanced computer skills: good working knowledge of MS Office programs;
  • Knowledge of Dataphile an asset.
 
 
Canaccord Genuity Corp. welcomes and encourages applications from all qualified individuals including persons with disabilities. We will provide reasonable accommodations upon request for candidates taking part in all aspects of the recruitment and selection cycle.
 
Qualified applicants are invited to submit a resume and covering letter including salary expectations. All applications will be held in strict confidence. 
 
In order to be considered for employment at Canaccord Genuity, candidates selected for interviews will be required to show proof of citizenship, permanent residence or eligibility to work in Canada with no restrictions.
 
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.

Location: Edmonton

Department: Wealth Management

Company: Internal Postings

Reference: 14096319

More info

Investment Advisor Assistant (Licensed)

Investment Advisor Assistant (Licensed) - Wealth Management 
Toronto – Job # 5324



Summary:

Through its principal subsidiaries, Canaccord Genuity Group Inc. (the “Company”) is a leading independent, full-service financial services firm, with operations in two principal segments of the securities industry: wealth management and capital markets. 

Since its establishment in 1950, the Company has been driven by an unwavering commitment to building lasting client relationships. We achieve this by generating value for our individual, institutional and corporate clients through comprehensive investment solutions, brokerage services and investment banking services.

The Company has Wealth Management offices located in Canada, the UK, Guernsey, Jersey, the Isle of Man and Australia.  Canaccord Genuity, the international capital markets division, operates in North America, UK & Europe, Asia, Australia and the Middle East.  

Our Canadian operation, Canaccord Genuity Corp., is currently looking for a highly motivated individual to join an established Investment Advisory team in our Toronto based Wealth Management division.  

Responsibilities:

  • Assist Investment Advisors with processing and confirming client transactions; 
  • Deal directly with all clients, provide quotes and execute trading orders; 
  • Maintain account lists and compile statistical information and reports; 
  • Process and follow-up on client documentation for proper maintenance of accounts; 
  • Assist with servicing existing clients; 
  • Perform additional administrative duties as required. 

Skills & Qualifications: 
  • Completion of CSC, CPH and licensed with IIROC required; 
  • 1-3 years of related experience, with a well-rounded knowledge of the securities industry; 
  • Excellent communication and interpersonal skills; 
  • Excellent organizational skills, with a strong attention to detail; 
  • Demonstrated ability to meet deadlines and multi-task; 
  • Ability to work independently, and effectively with employees and clients at all levels; 
  • Demonstrated ability to take initiative; 
  • Intermediate to advanced computer skills: good working knowledge of Microsoft Office programs; 
  • Knowledge of Dataphile an asset. 

We welcome and encourage applications from all qualified individuals including persons with disabilities. We will provide reasonable accommodations upon request for candidates taking part in all aspects of the recruitment and selection cycle.

Qualified applicants are invited to submit a resume and covering letter including salary expectations. 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.

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.
 

Location: Toronto

Department: Wealth Management

Company: Canaccord Genuity Corp.

Reference: 14064834

More info

Business Development Associate (3-months contract)

Business Development Associate (3-months contract), Wealth Management
Vancouver, BC - Job #3898


Summary:

Through its principal subsidiaries, Canaccord Genuity Group Inc. (the “Company”) is a leading independent, full-service financial services firm, with operations in two principal segments of the securities industry: wealth management and capital markets. 

Since its establishment in 1950, the Company has been driven by an unwavering commitment to building lasting client relationships. We achieve this by generating value for our individual, institutional and corporate clients through comprehensive investment solutions, brokerage services and investment banking services.

The Company has Wealth Management offices located in Canada, the UK, Guernsey, Jersey, the Isle of Man and Australia.  Canaccord Genuity, the international capital markets division, operates in North America, UK & Europe, Asia, Australia and the Middle East.  

Our Canadian operation, Canaccord Genuity Corp., is currently looking for a self-motivated and energetic individual to join our Wealth Management team in Vancouver. The successful incumbent will be supporting an established Investment Advisor within a team environment, they must be professional, resourceful, self-motivated and have a strong work ethic.

This is a part time 3-month contract role, with possibilities of a permanent role. 

Responsibilities:

  • Perform outgoing sales calls (cold and warm calls) aimed at identifying and qualifying potential investors;
  • Prepare e-mail and general mail outs to clients and prospects including tracked email marketing;
  • Organize and maintain a database of prospects;
  • Contact prospects to determine interest in receiving literature on selected investment products;
  • Other marketing duties as required. 

Skills & Qualifications:
  • Previous telemarketing and/or sales experience;
  • Personable and outgoing with excellent verbal and written communication skills;
  • Excellent written and verbal communication skills;
  • Strong customer service skills;
  • Proficient with MS Office (Word, Excel, Outlook);
  • Demonstrated interest in investment products, with previous similar work experience an asset.

Canaccord Genuity Corp. welcomes and encourages applications from all qualified individuals including persons with disabilities. We will provide reasonable accommodations upon request for candidates taking part in all aspects of the recruitment and selection cycle.

Qualified applicants are invited to submit a resume and covering letter including salary expectations. All applications will be held in strict confidence. To apply, please Click Here. We recommend that all internal applicants advise their direct manager/supervisor about their interest in other job opportunities prior to sending in their job application.

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

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.

Location: Vancouver

Department: Wealth Management

Company: Internal Postings

Reference: 13983629

More info

Administrative Assistant (Senior Level Support) - Cash Management Group

Administrative Assistant (Senior Level Support) - Cash Management Group
Vancouver, BC – Job #3911

Summary:


The Cash Management Group at Canaccord Genuity is looking for an Administrative Assistant (Senior Level Support) to join our high-performing team of finance professionals. We manage over $3 billion in client assets and employ like-minded individuals who display grit, integrity, hard work, and an ability to think outside the box. 

Do you thrive in a fast-paced environment due to your obsessive organization? Do you have an uncanny attention to detail? Are you a positive person who’s excited to work in a collaborate team environment? If you answered yes…we are looking for you. 

The successful candidate will directly support our lead Financial Advisor, Andrew Johns and our team of 20+ financial professionals. Working with our team in our downtown Vancouver office, you will be provided with mentoring and training to ensure you fully understand the way our business is conducted. You need to have a strong work ethic and a high level of attention to detail to succeed in this role. 

Through its principal subsidiaries, Canaccord Genuity Group Inc. (the “Company”) is a leading independent, full-service financial services firm, with operations in two principal segments of the securities industry: wealth management and capital markets. 

The Company has offices in 10 countries worldwide, including Wealth Management offices located in Canada, Australia, the UK, Guernsey, Jersey, and the Isle of Man.  Canaccord Genuity, the international capital markets division, operates in Canada, the US, the UK, France, Ireland, Hong Kong, China, Australia and Dubai. We are driven by your success.™

Responsibilities:

  • High-level Administrative Assistant for Andrew Johns and the Cash Management Group;
  • Coordinate personal calendar and the team’s client meetings;
  • Book all required travel (accommodations, flights, car rental, reservations when travel resumes);
  • Provide positive customer experience when answering the phone and greeting clients; 
  • Maintain receipts and ensure all information is kept up to date; 
  • Perform data entry and follow up with vendors via phone and email; 
  • Provide ad hoc administrative support such as coordinating team lunches, event planning, and solving technology issues;
  • Valid BC Driver’s License.

Skills & Qualifications:
  • An undergraduate degree or higher level of education; 
  • Minimum 2-3 years’ of executive assistant or similar experience;
  • Excellent verbal and written communication skills; 
  • Attention to detail is a must with the ability to articulate clearly; 
  • Self-starter attributes, motivated and hardworking; 
  • Adaptability to work in a constantly changing and highly demanding environment; 
  • Vibrant and professional demeanor; 
  • Able to present a polished appearance in a formal business environment; 
  • Comfortable using cloud and Android applications: WhatsApp, Google Apps (Gmail, Calendar, Drive, Docs,) Box, Salesforce, LinkedIn, and Slack. 

What we have to offer:
  • Competitive salary and potential for bonuses;
  • Competitive benefits package including Medical / Dental coverage;
  • The Cash Management Group provides RRSP matching and other benefits including: weekly catered lunches, health & wellness perks, fun team events, and daily healthy snacks. 

How to Apply:
Please send a resume and cover letter and quote the position to cashgroup@cgf.com; also include your LinkedIn URL.
 
Contact us at 604.643.0101 to confirm receipt of your application. Only those applicants who confirm receipt of their resume will be considered for this position. All applications will be held in strict confidence.
 
This posting will remain open until a qualified candidate is hired. To learn more about the team and Canaccord Genuity, visit www.cgcashgroup.ca.
 
Want to get noticed? Follow us on Twitter (@cgcashgroup) and subscribe to our Youtube Channel (Cash Management Group).
 
Canaccord Genuity Corp. welcomes and encourages applications from all qualified individuals including persons with disabilities. We will provide reasonable accommodations upon request for candidates taking part in all aspects of the recruitment and selection cycle.
 
In order to be considered for employment at Canaccord Genuity, candidates selected for interviews will be required to show proof of citizenship, permanent residence or eligibility to work in Canada with no restrictions.
 

Location: Vancouver

Department: Wealth Management

Company: Canaccord Genuity Corp.

Reference: 14053632

More info

Business Analyst - Cash Management Group

Business Analyst - Cash Management Group
Vancouver, BC – Job #3909

Summary:


The Cash Management Group at Canaccord Genuity is looking for a Business Analyst (CPA or candidate) to join our high-performing team of finance professionals. We manage over $3 billion in client assets and employ like-minded individuals who display grit, integrity, hard work, and an ability to think outside the box. 

This is a full time position out of our downtown Vancouver office (part-time may be considered). 

The successful candidate will support our existing team of three Business Analysts (CPA’s) on both collaborative and independent projects. Must be able to multitask, take both initiative & direction, and respond to ever-changing priorities. Adaptability is key – you must have the ability to problem solve and think on your feet.  We demand a highly technical and accurate professional that can balance the details with the “Big Picture”. 

Through its principal subsidiaries, Canaccord Genuity Group Inc. (the “Company”) is a leading independent, full-service financial services firm, with operations in two principal segments of the securities industry: wealth management and capital markets. 

The Company has offices in 10 countries worldwide, including Wealth Management offices located in Canada, Australia, the UK, Guernsey, Jersey, and the Isle of Man.  Canaccord Genuity, the international capital markets division, operates in Canada, the US, the UK, France, Ireland, Hong Kong, China, Australia and Dubai. We are driven by your success.™

Responsibilities:

Accounting, Bookkeeping & Taxes

  • General Ledger activities in Quickbooks – maintain chart of accounts, upload journal entries, etc.
  • Expenses: organize / archive backup files in a paperless environment, summarize and upload to QB, assist with processing payments;
  • Perform monthly and annual accounting activities including: update period close working papers, bank and GL account reconciliations, internal audits, and reviewing financial reports;
  • Participate in the creation, implementation and adherence to internal controls.

Reporting & Analysis
  • Prepare & maintain accurate and updated financial statements;
  • Ad hoc reporting on specific GL accounts;
  • Be a “gate keeper” to help reduce costs, improve efficiencies and enhance profitability;
  • Have a direct impact to the strategic direction of the business through analysis of financial information, business operations, trends, costs, and revenues. Your input is not only appreciated but expected.
  • Contribute to process improvements – if there’s a better way to do something, we want to hear about it.

Skills & Qualifications:
  • Hold an undergraduate or bachelor’s degree; preference to accounting, finance or economics;
  • CPA designation or strong CPA Candidate preferred; other financial designations also considered;
  • Minimum 1-2 years of accounting or bookkeeping experience. Related finance / financial services experience would also be considered;
  • Competent performing reconciliations in MS Excel and some experience with accounting programs would be helpful; 
  • Tech-savvy - We move quick and document all activities; we over-communicate across multiple platforms simultaneously – WhatsApp, Slack, Salesforce plus the usual channels.

What We Have to Offer:
  • Competitive salary and potential for bonuses;
  • Competitive benefits package including Medical / Dental coverage ;
  • The Cash Management Group provides RRSP matching and other benefits including: weekly catered lunches, health & wellness perks, fun team events, and daily healthy snacks.

How to Apply :

Please send a resume and cover letter and quote the position to cashgroup@cgf.com; also include your LinkedIn URL

Contact us at 604.643.0101 to confirm receipt of your application. Only those applicants who confirm receipt of their resume will be considered for this position. All applications will be held in strict confidence.

This posting will remain open until a qualified candidate is hired. To learn more about the team and Canaccord Genuity, visit www.cgcashgroup.ca.

Want to get noticed? Follow us on Twitter (@cgcashgroup) and subscribe to our Youtube Channel(Cash Management Group).

Canaccord Genuity Corp. welcomes and encourages applications from all qualified individuals including persons with disabilities. We will provide reasonable accommodations upon request for candidates taking part in all aspects of the recruitment and selection cycle.

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

Location: Vancouver

Department: Wealth Management

Company: Canaccord Genuity Corp.

Reference: 14048268

More info

Investment Advisor Assistant (Licensed)

Investment Advisor Assistant (Licensed), Wealth Management
Vancouver - Job #3908

Summary:
 
Through its principal subsidiaries, Canaccord Genuity Group Inc. (the “Company”) is a leading independent, full-service financial services firm, with operations in two principal segments of the securities industry: wealth management and capital markets. 
 
Since its establishment in 1950, the Company has been driven by an unwavering commitment to building lasting client relationships. We achieve this by generating value for our individual, institutional and corporate clients through comprehensive investment solutions, brokerage services and investment banking services.
 
The Company has Wealth Management offices located in Canada, the UK, Guernsey, Jersey, the Isle of Man and Australia.  Canaccord Genuity, the international capital markets division, operates in North America, UK & Europe, Asia, Australia and the Middle East. 
 
Our Canadian operation, Canaccord Genuity Corp., is currently looking for an energetic, detailed and organised individual to join our Wealth Management team in Vancouver.  The successful candidate’s role will support a team of Portfolio Managers in establishing and maintaining strong client relationships.

 

Responsibilities:

 
  • Working directly with a team of Investment Advisors where the focus is on client relationships and building a sustainable wealth management business;
  • Assist Investment Advisors with processing and confirming client transactions;
  • Deal directly with all clients, provide quotes and execute trading orders;
  • Maintain account lists and compile statistical information and reports;
  • Process and follow-up on client documentation for proper maintenance of accounts;
  • Assist with servicing existing clients;
  • Involvement in developing the wealth business using various marketing initiatives;
  • Perform additional administrative duties as required.

Skills and Qualifications:
 
  • Completion of CSC, CPH and licensed with IIROC required;
  • 1-3 years of related experience, with a well-rounded knowledge of the securities industry;
  • Excellent communication and interpersonal skills;
  • Excellent organizational skills, with a strong attention to detail;
  • Demonstrated ability to meet deadlines, take initiatives and multi-task;
  • Ability to work independently, and effectively with employees and clients at all levels;
  • Intermediate to advanced computer skills: good working knowledge of MS Office programs;
  • An interest in Financial Planning and/or Insurance would be beneficial;
  • Knowledge of Dataphile an asset.
 
Canaccord Genuity Corp. welcomes and encourages applications from all qualified individuals including persons with disabilities. We will provide reasonable accommodations upon request for candidates taking part in all aspects of the recruitment and selection cycle.
 
Qualified applicants are invited to submit a resume and covering letter including salary expectations. All applications will be held in strict confidence. 
 
In order to be considered for employment at Canaccord Genuity, candidates selected for interviews will be required to show proof of citizenship, permanent residence or eligibility to work in Canada with no restrictions.
 
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.

Location: Vancouver

Department: Wealth Management

Company: Internal Postings

Reference: 14047956

More info

General Office Administrator

General Office Administrator, Wealth Management
Calgary, Job #4108

Summary:
 
Through its principal subsidiaries, Canaccord Genuity Group Inc. (the “Company”) is a leading independent, full-service financial services firm, with operations in two principal segments of the securities industry: wealth management and capital markets. 
 
Since its establishment in 1950, the Company has been driven by an unwavering commitment to building lasting client relationships. We achieve this by generating value for our individual, institutional and corporate clients through comprehensive investment solutions, brokerage services and investment banking services.
 
The Company has Wealth Management offices located in Canada, the UK, Guernsey, Jersey, the Isle of Man and Australia.  Canaccord Genuity, the international capital markets division, operates in North America, UK & Europe, Asia, Australia and the Middle East. 
 
Our Canadian operation, Canaccord Genuity Corp., is currently looking for an enthusiastic and motivated General Office Administrator to join our Calgary office. The hours for the role are 8:00 am – 4:00 pm, Mon-Fri on a permanent basis.
 
Responsibilities:
 
  • Respond to incoming calls on a multi-line switchboard and greet high profile clients and visitors;
  • Organize meeting room schedules and ensure rooms are clean and organized;
  • Coordinate and track all outgoing couriers for local, national, and international deliveries;
  • Open and sort all incoming courier and mail for delivery to appropriate recipients;
  • Process expenses, review and allocate invoicing costs to different departments;
  • Order general stationary and stock for office and kitchens;
  • Perform Facilities support functions in coordination with Facilities Canada West department in Vancouver;
  • Receive, issue, and process Cheques, Certificates and other securities documentation;
  • Process and monitor KYC documentation and acknowledgements to ensure trading is available for accounts;
  • Support the functionalities of Canaccord Genuity’s Dataphile KYC (Know Your Client) System to assist users with various queries and reports;
  • Organize the entire cycle of client seminars, including venues, RSVP lists, and follow-up;
  • Assist members of the Wealth Management team with administrative duties and special projects as required;
  • Identify, initiate, and participate in process reviews and continuous improvement initiatives with Manager;
  • Develop and maintain a high level of expertise and knowledge of the department functions.
 
Skills & Qualifications:
 
  • Knowledge of the brokerage industry and previous experience in a back-office environment an asset;
  • Excellent communication and time management skills;
  • Detail oriented and accurate;
  • Ability to work under pressure in a fast paced, team-oriented environment;
  • Intermediate knowledge of MS Office (Outlook, Excel, & Word);
  • Ability to problem solve and take initiative is essential.
Canaccord Genuity Corp. welcomes and encourages applications from all qualified individuals including persons with disabilities. We will provide reasonable accommodations upon request for candidates taking part in all aspects of the recruitment and selection cycle.
 
Qualified applicants are invited to submit a resume and covering letter including salary expectations. All applications will be held in strict confidence. 
 
In order to be considered for employment at Canaccord Genuity, candidates selected for interviews will be required to show proof of citizenship, permanent residence or eligibility to work in Canada with no restrictions.
 
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.

Location: Calgary

Department: Wealth Management

Company: Internal Postings

Reference: 14046198

More info

Business Development Associate (3 month contract)

Business Development Associate (3 month contract), Wealth Management
Calgary - Job #4110


Summary:
  
Through its principal subsidiaries, Canaccord Genuity Group Inc. (“Company”) is a leading independent, full-services financial firm, with operations in two principal segments of the securities industry: wealth management and capital markets.
 
Since its establishment in 1950, the Company has been driven by an unwavering commitment to building lasting client relationships. We achieve this by generating value for our individual, institutional and corporate clients through comprehensive investment solutions, brokerage services and investment banking services.
 
The Company has Wealth Management offices located in Canada, the UK, Guernsey, Jersey, the Isle of Man and Australia.  Canaccord Genuity, the international capital markets division, operates in North America, UK & Europe, Asia, Australia and the Middle East. 
 
Our Canadian operation, Canaccord Genuity Corp., is currently looking for a self-motivated and energetic individual to join our Wealth Management team in Calgary. The successful incumbent will be supporting an established Investment Advisor within a team environment, they must be professional, resourceful, self-motivated and have a strong work ethic.

This is a part time contractual role, with possibilities for extension. The role will be approximately 20 hours per week with flexibility.  

Responsibilities:
 
  • Coordinate marketing activities on social media platforms, email marketing, etc;
  • Develop and promote campaigns for attracting clients;
  • Prepare e-mail and general mail outs to clients and prospects including tracked email marketing;
  • Organize and maintain a database of prospects and clients;
  • Contact prospects to determine interest in receiving literature on selected investment products;
  • Other ad-hoc duties as required.

Skills & Qualifications: 
 
  • Strong database management skills within a marketing context;
  • Adaptability and willingness to learn how to use software and applications for successful results (Salesforce, networking on LinkedIn and Alignable);
  • Demonstrated experience in developing creative marketing solutions for promoting campaigns;
  • Organized, resourceful and able to problem solve;
  • Personable and outgoing with excellent verbal and written communication skills;
  • Strong customer service skills;
  • Proficient with MS Office (Word, Excel, Outlook);
  • Demonstrated interest in investment products, with previous similar work experience an asset.
 
Canaccord Genuity Corp. welcomes and encourages applications from all qualified individuals including persons with disabilities. We will provide reasonable accommodations upon request for candidates taking part in all aspects of the recruitment and selection cycle.
 
Qualified applicants are invited to submit a resume and covering letter including salary expectations. All applications will be held in strict confidence.
 
In order to be considered for employment at Canaccord Genuity, candidates selected for interviews will be required to show proof of citizenship, permanent residence or eligibility to work in Canada with no restrictions.
 
We wish to thank all candidates for their interest but only those applicants selected for an interview will be contacted. No phone

Location: Calgary

Department: Wealth Management

Company: Internal Postings

Reference: 14045181

More info

Compliance Administrator

Compliance Administrator, Compliance
Vancouver – Job #3907
 
Summary:
 
Through its principal subsidiaries, Canaccord Genuity Group Inc. (the “Company”) is a leading independent, full-service financial services firm, with operations in two principal segments of the securities industry: wealth management and capital markets. 
 
Since its establishment in 1950, the Company has been driven by an unwavering commitment to building lasting client relationships. We achieve this by generating value for our individual, institutional and corporate clients through comprehensive investment solutions, brokerage services and investment banking services.
 
The Company has Wealth Management offices located in Canada, the UK, Guernsey, Jersey, the Isle of Man and Australia.  Canaccord Genuity, the international capital markets division, operates in North America, UK & Europe, Asia, Australia and the Middle East. 
 
Our Canadian operation, Canaccord Genuity Corp., is currently looking for a Compliance Administrator to join our Compliance department in Vancouver. The Compliance Administrator will contribute to the regulatory control of Canaccord Genuity by providing the highest standard of integrity for the firm and its clients.
 
Responsibilities:
 

  • Review and approve new and updated client applications to ensure compliance with regulatory requirements and internal policies and procedures;
  • Communicate documentation requirements for both normal course and more complicated client accounts to Investment Advisors and assistants;
  • Assist Investment Advisors and assistants with the gathering of client identification, both foreign and domestic as required under AML and IIROC regulation;
  • Provide support to supervisors and VPs, Compliance for communication and other departmental needs;
  • Provide input for processes & procedures to assist firm in being compliant with regulatory requirements;
  • Perform time-sensitive tasks (e.g. year end and regulatory audit inquiries) quickly in response to regulatory and client inquiries; 
  • Handle internal and external queries efficiently to promote business and in turn profitability;
  • Document queries and the result of such for reference purposes in order to target and resolve potential deficiencies.
 
Skills & Qualifications:
 
  • 2-3 years’ experience in the securities industry and previous experience in a back-office environment;
  • Understanding of IIROC, FATCA and CRS regulations;
  • Experience and knowledge of legal documentation for corporations, trusts and other legal entities;
  • Detail-oriented and accurate;
  • Aptitude to seek information, problem solve and exhibit sound judgment;
  • Superior written and verbal communication skills with strong interpersonal skills;
  • Excellent organizational and time management skills;
  • Ability to work in a fast-paced environment and take initiative;
  • Work in a team environment and demonstrate a professional and friendly manner;
  • Proficiency with MS Word, Excel and Outlook is required, Dataphile is an asset;
  • Completion or willingness to complete the CSC or CPH is an asset.
 
Canaccord Genuity Corp. welcomes and encourages applications from all qualified individuals including persons with disabilities. We will provide reasonable accommodations upon request for candidates taking part in all aspects of the recruitment and selection cycle.
 
Qualified applicants are invited to submit a resume and covering letter including salary expectations. All applications will be held in strict confidence. 
 
In order to be considered for employment at Canaccord Genuity, candidates selected for interviews will be required to show proof of citizenship, permanent residence or eligibility to work in Canada with no restrictions.
 
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.

Location: Vancouver

Department: Wealth Management

Company: Internal Postings

Reference: 14029797

More info

Associate, Financial Planning

Associate, Financial Planning - Wealth & Estate Planning, Canaccord Genuity Wealth & Estate Planning Services Ltd.
Vancouver– Job # 3883

Summary:


Through its principal subsidiaries, Canaccord Genuity Group Inc. (“Company”) is a leading independent, full-services financial firm, with operations in two principal segments of the securities industry: wealth management and capital markets

Since its establishment in 1950, the Company has been driven by an unwavering commitment to building lasting client relationships. We achieve this by generating value for our individual, institutional and corporate clients through comprehensive investment solutions, brokerage services and investment banking services.

The Company has Wealth Management offices located in Canada, the UK, Guernsey, Jersey, the Isle of Man and Australia.  Canaccord Genuity, the international capital markets division, operates in North America, UK & Europe, Asia, Australia and the Middle East.  

Our Canadian operations is currently looking for an enthusiastic, motivated and organized self-starter to join our Financial Planning team. This role will be assisting Financial Planning Specialist within the Canaccord Genuity Wealth & Estate Planning (CGWEPSL) team in Vancouver. 

Responsibilities:

•    Create financial plans as requested by the Wealth & Estate Planning Specialists;
•    Provide detailed and meticulous administrative support to the Wealth & Estate Planning Specialists;
•    Input a wide variety of client data onto our system in a timely and efficient manner and upload data & documents into our internal system, Ageman, Naviplan and various Insurance Company software;
•    Provide client life and living benefits illustrations;
•    Prepare insurance application for clients;
•    Complete all record keeping functions with attention to detail and accuracy, ensuring all audit requirements are being met;
•    Populate detailed monthly pipeline for Sales, Revenue and Client Planning;
•    Follow-up with clients calls and perform other necessary client outreach as required; 
•    Attend team meetings and assist with projects as required. 

Training & Support: 
•    Provide Investment Advisors with ongoing supplemental support on our Financial Planning software, Naviplan; 
•    Provide support to Wealth Specialists during Investment Advisor team group training sessions or one on one sessions.
•    Provide support to Insurance Licensed Advisory teams as needed;
•    Assist in larger team ongoing improvement projects as required.

Skills & Qualifications:

•    Completion of the Qualified Associate Financial Planner Certificate;
•    1-3 years of similar or related administrative experience;
•    Knowledge of the Wealth and Estate Planning industry an asset;
•    Experience in life and living benefits insurance is an asset;
•    Excellent communication and interpersonal skills;
•    Excellent organizational skills, with a strong attention to detail;
•    Demonstrated ability to multi-task and meet deadlines;
•    Ability to work independently and effectively with Investment Advisors, clients and colleagues;
•    Demonstrated ability to take initiative and utilize resources provided autonomously;
•    Insurance license is an asset; 
•    Previous NaviPlan software experience would be an asset;
•    Intermediate to advanced computer skills: good working knowledge of Microsoft Office (Word, Excel, PowerPoint).

Canaccord Genuity Corp. welcomes and encourages applications from all qualified individuals including persons with disabilities. We will provide reasonable accommodations upon request for candidates taking part in all aspects of the recruitment and selection cycle.

Qualified applicants are invited to submit a resume and covering letter including salary expectations. All applications will be held in strict confidence. 

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

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.
 

Location: Vancouver

Department: Wealth Management

Company: Canaccord Genuity Corp.

Reference: 14020030

More info

Marketing Coordinator

Marketing Coordinator – Wealth Management
​Toronto – Job # 5319
 
Summary:

 
Through its principal subsidiaries, Canaccord Genuity Group Inc. (the “Company”) is a leading independent, full-service financial services firm, with operations in two principal segments of the securities industry: wealth management and capital markets. 
 
Since its establishment in 1950, the Company has been driven by an unwavering commitment to building lasting client relationships. We achieve this by generating value for our individual, institutional and corporate clients through comprehensive investment solutions, brokerage services and investment banking services.
 
The Company has Wealth Management offices located in Canada, the UK, Guernsey, Jersey, the Isle of Man and Australia.  Canaccord Genuity, the international capital markets division, operates in North America, UK & Europe, Asia, Australia and the Middle East. 
 
Our Canadian operation, Canaccord Genuity Corp., is currently looking for a motivated, enthusiastic individual with a solid knowledge of financial services marketing and the Canadian investment industry as well as strong customer service skills.
 
The Marketing Coordinator will work as part of the Canadian marketing team to provide marketing support to Investment Advisors, CGWM Canadian offices and various internal departments to achieve their marketing & communications objectives, individually and organizationally.

Responsibilities:
 
  • Provide personalized marketing and communications assistance to Investment Advisors, Canadian offices and internal departments;
  • Work collaboratively with in-house graphic designer and marketing team to support advertising and graphic design needs, ensuring alignment with corporate branding and communications guidelines;
  • Help with the approval of all client-facing marketing communications ensuring all compliance regulations related to branding, verbiage and logos are maintained;
  • Monitor IA Websites and social media forums, ensure all meet regulatory and branding guidelines;
  • Champion ongoing project tracking and analytics;
  • Provide marketing support for sponsorship and Investment Advisor events as needed;
  • Manage corporate promotional e-store and event-related materials;
  • Manage departmental invoices and chargebacks ensuring proper allocation and processing;
  • Ad-hoc requests and projects as required.

Skills & Qualifications:
 
  • Bachelor’s degree in Marketing or Business or a diploma in Marketing is a basic requirement;
  • 2-3 years marketing experience, preferably within the financial services industry;
  • A proven track record of meeting deadlines, achieving goals, being well organized, responding to requests in a timely manner;
  • Ability to manage multiple ongoing projects;
  • Strong interpersonal skills;
  • Ability to work as part of an interdependent team and individually when required;
  • Knowledge of MS Office, and social media platforms;
  • Flexibility and ability to think outside of the box;
  • Graphic design skills (Photoshop, Illustrator, Acrobat) are an asset;
  • Knowledge of SharePoint or other web editing software is an asset;
  • Previous experience working with Salesforce is an asset;
  • Bilingue français/anglais, c’est un avantage.
 
Canaccord Genuity Corp. welcomes and encourages applications from all qualified individuals including persons with disabilities. We will provide reasonable accommodations upon request for candidates taking part in all aspects of the recruitment and selection cycle.
 
Qualified applicants are invited to submit a resume and covering letter including salary expectations. All applications will be held in strict confidence.
 
In order to be considered for employment at Canaccord Genuity, candidates selected for interviews will be required to show proof of citizenship, permanent residence or eligibility to work in Canada with no restrictions.
 
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.

Location: Toronto

Department: Wealth Management

Company: Internal Postings

Reference: 14010613

More info

Business Development, Cash Management Group

Business Development, Cash Management Group
Vancouver – Job #3900  

Summary:


The Cash Management Group at Canaccord Genuity is looking for a Business Development Associate to join our high-performing team of finance professionals. We manage over $3 billion in client assets and employ like-minded individuals who display grit, integrity, hard work, and an ability to think outside the box. 

This position demands strong market research skills and the ability to execute tasks in a timely manner. Working closely with a team of 20+ finance professionals you will be provided with mentoring and training to ensure you fully understand the way our business is conducted. You need to have a strong work ethic, a positive attitude, and a sharp attention to detail to succeed in this role. This is a full time position out of our downtown Vancouver office.

Through its principal subsidiaries, Canaccord Genuity Group Inc. (the “Company”) is a leading independent, full-service financial services firm, with operations in two principal segments of the securities industry: wealth management and capital markets. 

The Company has offices in 10 countries worldwide, including Wealth Management offices located in Canada, Australia, the UK, Guernsey, Jersey, and the Isle of Man.  Canaccord Genuity, the international capital markets division, operates in Canada, the US, the UK, France, Ireland, Hong Kong, China, Australia and Dubai. We are driven by your success.™

Responsibilities:

  • Create custom multi-million dollar proposals using Excel;
  • Manage client and partner relationships using our call first policy;
  • Assist the sales team setting up meetings with meaningful prospects;
  • Track and report monthly sales metrics such as number of calls and meetings;
  • Cultivate lead pipeline; and
  • Provide ad hoc support for the sales team.

Skills & Qualifications:
  • An undergraduate degree or higher level of education;
  • Completion of or in the process of obtaining the CSC (Canadian Securities Course)
  • Vibrant and professional demeanor;
  • Excellent verbal and written communication skills;
  • Ability to articulate clearly;
  • Self-starter attributes, motivated and hardworking;
  • Strong attention to detail;
  • Adaptability to work in a constantly changing and highly demanding environment;
  • A team player attitude and the initiative to identify opportunities to streamline processes, boost efficiencies and uncover new opportunities;
  • Able to present a polished appearance in a formal business environment;
  • Excellent proficiency in Excel;
  • Comfort using cloud applications, WhatsApp, Google Drive, Box, Evernote, Salesforce, LinkedIn and Twitter.

What we have to offer:
  • Competitive salary and potential for bonuses;
  • Competitive benefits package including Medical / Dental coverage; 
  • The Cash Management Group provides RRSP matching and other benefits including: weekly catered lunches, health & wellness perks, fun team events, and daily healthy snacks.

How to Apply:

Qualified applicants are requested to send a resume and cover letter quoting the position to cashgroup@cgf.com and your LinkedIn profile URL. 

Contact us at 604.643.0101 to confirm receipt of your application. Only those applicants who confirm receipt of their resume will be considered for this position. All applications will be held in strict confidence.

This posting will remain open until a qualified candidate is hired. To learn more about the team and Canaccord Genuity, visit www.cgcashgroup.ca.

Want to get noticed? Follow us on Instagram (@cgcashgroup) and subscribe to our YouTube Channel (Cash Management Group).

Canaccord Genuity Corp. welcomes and encourages applications from all qualified individuals including persons with disabilities. We will provide reasonable accommodations upon request for candidates taking part in all aspects of the recruitment and selection cycle.

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

Location: Vancouver

Department: Wealth Management

Company: Internal Postings

Reference: 14003498

More info

Specialist, Financial Planning

Specialist, Financial Planning, Canaccord Genuity Wealth & Estate Planning Services
Vancouver – Job #3884
 
Summary:
 
Through its principal subsidiaries, Canaccord Genuity Group Inc. (the “Company”) is a leading independent, full-service financial services firm, with operations in two principal segments of the securities industry: wealth management and capital markets. 
 
Since its establishment in 1950, the Company has been driven by an unwavering commitment to building lasting client relationships. We achieve this by generating value for our individual, institutional and corporate clients through comprehensive investment solutions, brokerage services and investment banking services.
 
The Company has Wealth Management offices located in Canada, the UK, Guernsey, Jersey, the Isle of Man and Australia.  Canaccord Genuity, the international capital markets division, operates in North America, UK & Europe, Asia, Australia and the Middle East. 
 
Our Canadian operation, Canaccord Genuity Corp., is currently looking for a motivated individual to join our team in Vancouver. As an integral member of the Wealth & Estate Planning Services team, the role of the Financial Planner is to increase High Net Worth (NHW) client business by providing comprehensive financial plans to attract & retain business. This will be achieved in part by leveraging the business of our Canaccord Genuity Wealth Management’s Investment Advisors (IAs), deepening client relationships by providing high quality advice and identifying opportunities for additional client services on the Wealth & Estate Planning platform.
 
To be successful in this role, the ideal candidate will require excellent communication skills combined with the ability to prioritize and manage a complex workload. They will actively promote the benefits of our Wealth & Estate Planning Services and will be responsible for maintaining ongoing relationships with Advisors and their clients alike, training and revenue generation.   The successful candidate will follow a comprehensive financial planning framework, while adhering to Canaccord, FPSC and IIROC Standards of BC compliance and regulatory requirements.
 
This position reports to the Managing Director, Platform, Products & Services. Domestic travel may be required for this role.
 
Responsibilities:
 
Client Support & Advisory Relationships:

  • Simplify complex strategies for IAs to assist with building our affluent and emerging HNW clients;
  • Work with our national team of Wealth & Estate Planning Specialists to:
    • Prepare comprehensive wealth plans to address advisor/client specific needs or concerns in the areas of financial, investment, retirement, risk management and estate planning;
    • Personalize each wealth plan to provide expert knowledge around challenges affecting emerging affluent clients, such as: holding companies, employee stock options, individual pension plans, retirement compensation agreements, spousal loans, charitable giving, etc.;
  • Deliver presentations to IAs and clients on specific topics related to financial, retirement and estate planning solutions, to maintain and retain Canaccord Clients, as well as attract new assets through promoting plans to drive the business;
  • Present appropriate Insurance Strategy’s to clients, in the context of personal debt coverage, tax strategies within a corporation, or with regards to long-term Estate planning;
  • Maintain ongoing relationships with IAs and their clients in a team context;
  • Liaise with external stakeholders including Accountants, Canaccord’s Charitable giving partner CIS and Estate Lawyers to support our HNW client needs.
 
Business & Program Development:
  • Maximize partnerships and synergies between departments by maintaining an understanding of Canaccord Genuity Wealth Management’s products and services and directing IAs to the correct Wealth & Estate product and services;
  • Generate ideas and participate in the development of projects that will enhance client service and generate fee based and insurance revenues;
  • Act as a liaison between IAs, Branch Managers and the Wealth & Estate Planning Group.
 
Training & Support:
  • Provide IAs with support on our Financial Planning software Naviplan;
  • Promote the use of Naviplan to IAs and increase their proficiency by providing one-on-one and group training sessions;
  • Provide support to Insurance Licensed Advisory Teams with Planning if needed.
 
Skills & Qualifications:
 
  • Completion of the Certified Financial Planner (CFP) designation;
  • Five years of relevant experience in all aspects of financial planning; complex financial planning experience required;
  • Investment industry knowledge is an asset;
  • Strong knowledge of Microsoft Office (Word, Excel, PowerPoint);
  • Experience with planning software: Naviplan an asset;
  • Excellent verbal and written communication skills, with strong presentation skills;
  • Ability to work effectively and independently in team environments;
  • Proven networking and client acquisition skills, with the ability to cultivate strong partner relationships.
 
 
Canaccord Genuity Corp. welcomes and encourages applications from all qualified individuals including persons with disabilities. We will provide reasonable accommodations upon request for candidates taking part in all aspects of the recruitment and selection cycle.
 
Qualified applicants are invited to submit a resume and covering letter including salary expectations. All applications will be held in strict confidence. 
 
In order to be considered for employment at Canaccord Genuity, candidates selected for interviews will be required to show proof of citizenship, permanent residence or eligibility to work in Canada with no restrictions.
 
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.
 

Location: Vancouver

Department: Wealth Management

Company: Canaccord Genuity Corp.

Reference: 13993265

More info

Specialist, Financial Planning

Specialist, Financial Planning, Canaccord Genuity Wealth & Estate Planning Services
Toronto – Job #5318
 
Summary:
 
Through its principal subsidiaries, Canaccord Genuity Group Inc. (the “Company”) is a leading independent, full-service financial services firm, with operations in two principal segments of the securities industry: wealth management and capital markets. 
 
Since its establishment in 1950, the Company has been driven by an unwavering commitment to building lasting client relationships. We achieve this by generating value for our individual, institutional and corporate clients through comprehensive investment solutions, brokerage services and investment banking services.
 
The Company has Wealth Management offices located in Canada, the UK, Guernsey, Jersey, the Isle of Man and Australia.  Canaccord Genuity, the international capital markets division, operates in North America, UK & Europe, Asia, Australia and the Middle East. 
 
Our Canadian operation, Canaccord Genuity Corp., is currently looking for a motivated individual to join our team in Toronto. As an integral member of the Wealth & Estate Planning Services team, the role of the Financial Planning Specialist is to increase High Net Worth (NHW) client business by providing comprehensive financial plans to attract & retain business. This will be achieved in part by leveraging the business of our Canaccord Genuity Wealth Management’s Investment Advisors (IAs), deepening client relationships by providing high quality advice and identifying opportunities for additional client services on the Wealth & Estate Planning platform.
 
To be successful in this role, the ideal candidate will require excellent communication skills combined with the ability to prioritize and manage a complex workload. They will actively promote the benefits of our Wealth & Estate Planning Services and will be responsible for maintaining ongoing relationships with Advisors and their clients alike, training and revenue generation. The successful candidate will follow a comprehensive financial planning framework, while adhering to Canaccord, FPSC and Insurance Council of ON compliance and regulatory requirements.
 
This position reports to the Managing Director, Platform, Products & Services. Domestic travel may be required for this role.
 
Responsibilities:
 
Client Support & Advisory Relationships:

  • Simplify complex strategies for Investment Advisors (IAs) to assist with building our affluent and emerging High Net Worth clients;
  • Work with our national team of Wealth & Estate Planning Specialists to:
    • Prepare comprehensive wealth plans to address advisor/client specific needs or concerns in the areas of financial, investment, retirement, risk management and estate planning;
    • Personalize each wealth plan to provide expert knowledge around challenges affecting emerging affluent clients, such as: holding companies, employee stock options, individual pension plans, retirement compensation agreements, spousal loans, charitable giving, etc.;
  • Deliver presentations to IAs and clients on specific topics related to financial, retirement, insurance and estate planning solutions, to maintain and retain Canaccord Clients, and attract new assets through promoting plans to drive the business;
  • Present appropriate Insurance Strategy’s to clients, in the context of personal debt coverage, tax strategies within a corporation, or with regards to long-term Estate planning;
  • Maintain ongoing relationships with IAs and their clients in a team context;
  • Liaise with external stakeholders including Accountants, Canaccord’s Charitable giving partner CIS, Local Insurance Wholesalers and Estate Lawyers to support our HNW client needs.
 
Business & Program Development:
  • Maximize partnerships and synergies between departments by maintaining an understanding of Canaccord Genuity Wealth Management’s products and services and directing Investment Advisors to the correct Wealth & Estate product and services;
  • Generate ideas and participate in the development of projects that will enhance client service and generate fee based and insurance revenues;
  • Act as a liaison between IAs, Branch Managers and the Wealth & Estate Planning Group.
 
Training & Support:
  • Provide IAs with support on our Financial Planning software Naviplan;
  • Promote the use of Naviplan to IAs and increase their proficiency by providing one-on-one and group training sessions.
  • Provide support to Insurance Licensed Advisory teams as needed.
 
Skills & Qualifications:
 
  • Completion of the Certified Financial Planner (CFP) designation;
  • ON Insurance Licensed;
  • 5 years of relevant experience in all aspects of financial planning; complex financial planning experience required;
  • Investment industry knowledge is an asset;
  • Experience with planning software: Naviplan an asset;
  • Strong knowledge of Microsoft Office (Word, Excel, PowerPoint);
  • Excellent verbal and written communication skills, with strong presentation skills;
  • Ability to work effectively and independently in team environments;
  • Proven networking and client acquisition skills, with the ability to cultivate strong partner relationships.
 
 
Canaccord Genuity Corp. welcomes and encourages applications from all qualified individuals including persons with disabilities. We will provide reasonable accommodations upon request for candidates taking part in all aspects of the recruitment and selection cycle.
 
Qualified applicants are invited to submit a resume and covering letter including salary expectations. All applications will be held in strict confidence. To apply, please Click Here. We recommend that all internal applicants advise their direct manager/supervisor about their interest in other job opportunities prior to sending in their job application.
 
In order to be considered for employment at Canaccord Genuity, candidates selected for interviews will be required to show proof of citizenship, permanent residence or eligibility to work in Canada with no restrictions.
 
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.
 

Location: Toronto

Department: Wealth Management

Company: Internal Postings

Reference: 13964975

More info

Vice President, Wealth & Estate Planning Specialist

Vice President, Wealth & Estate Planning Specialist
Toronto – Job #5317
 
Summary:
 
Through its principal subsidiaries, Canaccord Genuity Group Inc. (the “Company”) is a leading independent, full-service financial services firm, with operations in two principal segments of the securities industry: wealth management and capital markets. 
 
Since its establishment in 1950, the Company has been driven by an unwavering commitment to building lasting client relationships. We achieve this by generating value for our individual, institutional and corporate clients through comprehensive investment solutions, brokerage services and investment banking services.
 
The Company has Wealth Management offices located in Canada, the UK, Guernsey, Jersey, the Isle of Man and Australia.  Canaccord Genuity, the international capital markets division, operates in North America, UK & Europe, Asia, Australia and the Middle East. 
 
Our Canadian operation, Canaccord Genuity Corp., is currently looking for a Vice President, Wealth & Estate Planning Specialist. The role of the Vice President, Wealth & Estate Planning Specialist is to oversee and lead this division for our Toronto branch. The purpose of the role is to increase High Net Worth (NHW) client business by providing comprehensive financial plans to attract & retain business. This will be achieved in part by leveraging the business of our Canaccord Genuity Wealth Management’s Investment Advisors (IAs), deepening client relationships by providing high quality advice and identifying opportunities for additional client services on the Wealth & Estate Planning platform.
 
To be successful in this role, the ideal candidate will require leadership qualities, excellent communication skills combined with the ability to prioritize, manage and delegate a complex workload. As an expert in the field, the successful candidate will actively promote the benefits of our Wealth & Estate Planning Services and will be responsible for maintaining ongoing relationships with Advisors and their clients alike, training and revenue generation. As the lead for a small team, the successful candidate will follow a comprehensive financial planning framework, while promoting and adhering to Canaccord, FPSC and Insurance Council of ON compliance and regulatory requirements.
 
This position reports to the Managing Director, Platform, Products & Services. Domestic travel may be required for this role.
 
Responsibilities:
 
Client Support & Advisory Relationships:

  • Simplify complex strategies for Investment Advisors (IAs) to assist with building our affluent and emerging High Net Worth clients;
  • Work with our national team of Wealth & Estate Planning Specialists to:
    • Prepare comprehensive wealth plans to address advisor/client specific needs or concerns in the areas of financial, investment, retirement, risk management and estate planning;
    • Personalize each wealth plan to provide expert knowledge around challenges affecting emerging affluent clients, such as: holding companies, employee stock options, individual pension plans, retirement compensation agreements, spousal loans, charitable giving, etc.;
  • Deliver presentations to IAs and clients on specific topics related to financial, retirement, insurance and estate planning solutions, to maintain and retain Canaccord Clients, and attract new assets through promoting plans to drive the business;
  • Present appropriate Insurance Strategy’s to clients, in the context of personal debt coverage, tax strategies within a corporation, or with regards to long-term Estate planning;
  • Maintain ongoing relationships with IAs and their clients in a team context;
  • Liaise with external stakeholders including Accountants, Canaccord’s Charitable giving partner CIS, Local Insurance Wholesalers and Estate Lawyers to support our HNW client needs.
 
Business & Program Development:
  • Maximize partnerships and synergies between departments by maintaining an understanding of Canaccord Genuity Wealth Management’s products and services and directing Investment Advisors to the correct Wealth & Estate product and services;
  • Generate ideas and participate in the development of projects that will enhance client service and generate fee based and insurance revenues;
  • Act as a liaison between IAs, Branch Managers and the Wealth & Estate Planning Group.
 
Training & Support:
  • Provide IAs with support on our Financial Planning software Naviplan;
  • Promote the use of Naviplan to IAs and increase their proficiency by providing one-on-one and group training sessions.
  • Provide support to Insurance Licensed Advisory teams as needed.
 
Leadership:
  • Provide leadership and guidance to other team members, ensuring a team orientated, collaborate environment;
  • Successfully manage and develop a high performing team.
 
Skills & Qualifications:
 
  • Completion of the Certified Financial Planner (CFP) designation;
  • ON Insurance Licensed;
  • 10 years of relevant experience in all aspects of financial planning; complex financial planning experience required;
  • Experience in a leadership capacity within a high functioning team;
  • Investment industry knowledge is an asset;
  • Experience with planning software: Naviplan an asset;
  • Strong knowledge of Microsoft Office (Word, Excel, PowerPoint);
  • Excellent verbal and written communication skills, with impeccable presentation skills;
  • Ability to work effectively and independently in team environments;
  • Proven networking and client acquisition skills, with the ability to cultivate strong partner relationships.
 
 
Canaccord Genuity Corp. welcomes and encourages applications from all qualified individuals including persons with disabilities. We will provide reasonable accommodations upon request for candidates taking part in all aspects of the recruitment and selection cycle.
 
Qualified applicants are invited to submit a resume and covering letter including salary expectations. All applications will be held in strict confidence. 
 
In order to be considered for employment at Canaccord Genuity, candidates selected for interviews will be required to show proof of citizenship, permanent residence or eligibility to work in Canada with no restrictions.
 
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.

Location: Toronto

Department: Wealth Management

Company: Internal Postings

Reference: 13964945

More info

Content Marketer, Cash Management Group

Content Marketer, Cash Management Group
Vancouver – Job #3885
 
Summary:
The Cash Management Group at Canaccord Genuity is looking for a Content Marketer to join our high-performing team of finance professionals. We manage over $3 billion in client assets and employ like-minded individuals who display grit, integrity, hard work, and an ability to think outside the box.
 
Do you have what it takes? You have the knowledge and skills as a marketing triple threat, creating industry-leading written, visual, and communicative content. You’re known for telling great stories. You love to write, create eye-catching content and plan your next campaign. And you’re excited by the unlimited potential of working for a top, innovative team that uses the latest technology and a forward-thinking mindset.
 
Combined with expert-level social media skills, the Content Marketer will contribute to the development and creation of marketing campaigns that support our sales team in the form of email campaigns, web, sales material, blog posts and more. This is a highly collaborative and cross-functional role, working closely with our two marketing associates.
 
Through its principal subsidiaries, Canaccord Genuity Group Inc. (the “Company”) is a leading independent, full-service financial services firm, with operations in two principal segments of the securities industry: wealth management and capital markets. 
 
The Company has offices in 10 countries worldwide, including Wealth Management offices located in Canada, Australia, the UK, Guernsey, Jersey, and the Isle of Man.  Canaccord Genuity, the international capital markets division, operates in Canada, the US, the UK, France, Ireland, Hong Kong, China, Australia and Dubai. We are driven by your success.™
 
Responsibilities:
  • Create, produce and monitor digital marketing campaigns on a variety of platforms;
  • Collaborate with the marketing team to write and produce effective copy and visuals for multiple channels: email campaigns, website, blog, sales material, social media, digital ads, video, print;
  • Assist in recruiting and scheduling guests to come on the podcast show and reaching out to media relations;
  • Assist team with marketing material and create visually appealing infographics, brochures and presentations;
  • Master managing multiple deadlines without comprising quality or your creative edge.
Skills & Qualifications:
  • Hold an undergraduate/bachelor’s degree; preference to marketing, communications or public relations;
  • Have 1- 2 years’ experience in a marketing role;
  • Present yourself in a polished appearance in a formal business environment;
  • Have the ability to articulate clearly in both written and verbal settings and be the master of attention to detail;
  • Get excited about design and be forward-thinking in your approach;
  • Eat, think and tweet all things social media and digital marketing, including but not limited to: Twitter; LinkedIn, Instagram, YouTube, and Google Suite (Adwords, Analytics).
Nice-to-Have:
  • Experience using SquareSpace, Webflow or other website templates;
  • ​Experience using ConstantContact or other email software;
  • ​Graphic design experience with Adobe Suite (InDesign, Illustrator, PhotoShop) or similar software;
  • Previous background/experience in finance-related or communications field.
What we have to offer:
  • Competitive salary and potential for bonuses;
  • Competitive benefits package including Medical / Dental coverage;
  • The Cash Management Group provides RRSP matching and other benefits including: weekly catered lunches, health and wellness perks, fun team events, and daily healthy snacks.
How to Apply:
Qualified applicants are requested to:
  • Send a resume and cover letter quoting the position to cashgroup@cgf.com;
  • Include the links to your: LinkedIn profile, social media accounts (Twitter / Instagram), personal webpage, and/ or blog;
  • Must include attached samples or link to your portfolio with:
  1. Written piece (creative or formal);
  2. Digital design piece, website, brochure or branding example (any form – whatever you are passionate about that shows off your skills).
Contact us at 604.643.0101 to confirm receipt of your application. Only those applicants who confirm receipt of their resume will be considered for this position. All applications will be held in strict confidence.
 
This posting will remain open until a qualified candidate is hired. To learn more about the team and Canaccord Genuity, visit www.cgcashgroup.ca.
 
Want to get noticed? Follow us on Instagram (@cgcashgroup) and subscribe to our YouTube Channel (Cash Management Group).
 
Canaccord Genuity Corp. welcomes and encourages applications from all qualified individuals including persons with disabilities. We will provide reasonable accommodations upon request for candidates taking part in all aspects of the recruitment and selection cycle.
 
In order to be considered for employment at Canaccord Genuity, candidates selected for interviews will be required to show proof of citizenship, permanent residence or eligibility to work in Canada with no restrictions.

Location: Vancouver

Department: Wealth Management

Company: Internal Postings

Reference: 13854300

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Analyst, Investment & Advisory Solutions

Analyst, Investment & Advisory Solutions, Wealth Management – Toronto, Job # 5306
 
Summary:
 
Through its principal subsidiaries, Canaccord Genuity Group Inc. (the “Company”) is a leading independent, full-service financial services firm, with operations in two principal segments of the securities industry: wealth management and capital markets. 
 
Since its establishment in 1950, the Company has been driven by an unwavering commitment to building lasting client relationships. We achieve this by generating value for our individual, institutional and corporate clients through comprehensive investment solutions, brokerage services and investment banking services.
 
The Company has Wealth Management offices located in Canada, the UK, Guernsey, Jersey, the Isle of Man and Australia.  Canaccord Genuity, the international capital markets division, operates in North America, UK & Europe, Asia, Australia and the Middle East. 
 
Our Canadian operation, Canaccord Genuity Corp., is currently looking for an energetic individual to join our Wealth Management team in Toronto for a full-time permanent role.
 
Responsibilities:
 

  • Perform analysis of in-house equity research and external research daily;
  • Investigate and develop investment strategies using multi-disciplinary approaches (quantitative, technical, fundamentals);
  • Attend Equity Research conference calls for exposure and take Minutes when appropriate;
  • Attend Company marketing meetings and produce commentary;
  • Create company specific and industry overviews daily;
  • Responsible for creating Canaccord’s morning research report highlighting investment strategies, stock analysis, and global market update;
  • Conduct regular administrative duties for team’s portfolios (update decks, positionings, etc.);
  • Coordinate, communicate, and work closely with senior individuals across various groups;
  • Update portfolio holdings across different platforms.
 
Skills & Qualifications:
 
  • Solid understanding of the Capital Markets and various asset classes; deepen knowledge of investment products across the equities and fixed-income landscape;
  • Direct experience with and a solid understanding of financial modeling and valuation analysis;
  • Market knowledge with portfolio management experience an asset, but not required;
  • Superior Excel, Word, PowerPoint and Bloomberg skills;
  • Strong communication skills;
  • Ability to write well a must-have;
  • Ability to summarize research reports and identify key ideas in the overall investment thesis;
  • Highly motivated with the ability to work effectively, independently and as part of a team;
  • Strong verbal communication skills and comfort engaging all levels of firm management;
  • Excellent prioritization and organizational skills, with the ability to multi-task and work effectively under pressure; 
  • Attention to detail a must-have;
  • Problem solving and sound judgment skills with the ability to exercise tact and discretion are essential.
 
Canaccord Genuity Corp. welcomes and encourages applications from all qualified individuals including persons with disabilities. We will provide reasonable accommodations upon request for candidates taking part in all aspects of the recruitment and selection cycle.
 
Qualified applicants are invited to submit a resume and covering letter including salary expectations. All applications will be held in strict confidence.
 
In order to be considered for employment at Canaccord Genuity, candidates selected for interviews will be required to show proof of citizenship, permanent residence or eligibility to work in Canada with no restrictions.
 
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.

Location: Toronto

Department: Wealth Management

Company: Internal Postings

Reference: 13777032

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Associate Investment Advisor, Cash Management Group

Associate Investment Advisor, Cash Management Group – Vancouver, BC – Job # 3862

 
Summary:
 
The Cash Management Group at Canaccord Genuity is looking for an Associate Investment Advisor to join our high-performing team of finance professionals. We manage over $2.5 billion in client assets and employ like-minded individuals who display grit, integrity, hard work, and an ability to think outside the box.
 
Do you love sales and want to elevate your career to the next level? We are looking for a highly motivated individual to assist in managing and growing our Private Client business. Would your ideal role involve interaction with high-net worth individuals and c-level executives? That opportunity is here.
 
This position demands a blend of talent, sales experience and well-developed interpersonal skills. Working closely with a team of eighteen finance professionals in an open office environment, you will be provided with mentoring and training to ensure you fully understand the way our business is conducted. You have a strong work ethic and positive attitude that contributes to growing the Private Wealth division of our business.  This is a full time position out of our downtown Vancouver office.
 
Through its principal subsidiaries, Canaccord Genuity Group Inc. (the “Company”) is a leading independent, full-service financial services firm, with operations in two principal segments of the securities industry: wealth management and capital markets. 
 
The Company has offices in 10 countries worldwide, including Wealth Management offices located in Canada, Australia, the UK, Guernsey, Jersey, and the Isle of Man.  Canaccord Genuity, the international capital markets division, operates in Canada, the US, the UK, France, Ireland, Hong Kong, China, Australia and Dubai. We are driven by your success.™
 
Responsibilities:
  • Associate Investment Advisor to the Cash Management Group and associates;
  • Initiate leads and cold calls to prospective clients;
  • Deliver in-person presentations to prospective clients;
  • Maintenance of client relationships;
  • Prepare and validate investment order entries;
  • Prepare new client account opening documents;
  • Perform data entry and follow up with clients via phone and email;
  • Provide ad hoc administrative support.
 
Skills & Qualifications:
  • Valid license with IIROC required;
  • An undergraduate degree or higher level of education;
  • 3 to 5 years of work experience as a licensed Investment Advisor;
  • Willing and eager to make cold calls;
  • Experience with rejection in sales;
  • High level of professionalism;
  • Excellent verbal and written communication skills;
  • Attention to detail is a must with the ability to articulate clearly;
  • Self-starter attributes, motivated and hardworking;
  • Adaptability to work in a constantly changing and highly demanding environment;
  • Vibrant and professional demeanor;
  • Able to present a polished appearance in a formal business environment;
  • Comfortable using cloud and Android applications: WhatsApp, Google Apps (Gmail, Calendar, Drive, Docs,) Box, Salesforce, LinkedIn, and Slack.
 
What we have to offer:
  • Competitive salary and potential for bonuses;
  • Competitive benefits package including Medical / Dental coverage;
  • The Cash Management Group provides RRSP matching and other benefits including: weekly catered lunches, health & wellness perks, fun team events, and daily healthy snacks.
 
How to Apply:
Qualified applicants are requested to send a resume and cover letter quoting the position to cashgroup@cgf.com and their LinkedIn Profile URL.
 
Contact us at 604.643.0101 to confirm receipt of your application. Only those applicants who confirm receipt of their resume will be considered for this position. All applications will be held in strict confidence.
 
This posting will remain open until a qualified candidate is hired. To learn more about the team and Canaccord Genuity, visit www.cgcashgroup.ca.
 
Want to get noticed? Follow us on Instagram (@cgcashgroup) and subscribe to our YouTube Channel (Cash Management Group).
 
Canaccord Genuity Corp. welcomes and encourages applications from all qualified individuals including persons with disabilities. We will provide reasonable accommodations upon request for candidates taking part in all aspects of the recruitment and selection cycle.
 
In order to be considered for employment at Canaccord Genuity, candidates selected for interviews will be required to show proof of citizenship, permanent residence or eligibility to work in Canada with no restrictions.

Location: Vancouver

Department: Wealth Management

Company: Internal Postings

Reference: 13524851

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