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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, Financial Planning - Wealth & Estate Planning

Associate, Financial Planning - Wealth & Estate Planning, Canaccord Genuity Wealth & Estate Planning Services Ltd. 
Vancouver – Job #3981

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 are currently looking for an enthusiastic, organized self-starter to join our Canaccord Genuity Wealth & Estate Planning team in Vancouver. This role will provide support to our Wealth and Estate Planning Team and is ideal for someone looking for a long-term career in financial and retirement planning, who is looking to join a fast-paced work environment, with a growing team/division. 

Responsibilities:

  • Assists with client data discovery, data inputs and packaging of financial plans as requested by the Wealth & Estate Planning Specialists using NaviPlan, Microsoft Word, and Adobe Acrobat.
  • Prepare compliance document requirements for wet signatures or DocuSign as needed.
  • Input a wide variety of client data & documents into our internal systems in a timely and efficient manner.
  • Complete all record keeping functions with attention to detail and accuracy, ensuring that all audit requirements are being met.
  • Provide detailed and meticulous administrative support to the Wealth & Estate Planning Specialists.
  • Assist Specialists in populating detailed monthly pipeline for Sales, Revenue and Client Planning
  • Follow-up with advisor calls and perform other necessary advisor outreach as required.
  • Attend team meetings and assist with projects as required.
  • Assist in larger team ongoing improvement projects as required.


Skills & Qualifications:

  • Completion or progress toward the Qualified Associate Financial Planner® Certificate;
  • Full CFP® designation an asset;
  • Intermediate to advanced computer skills: good working knowledge of Microsoft Office (Word, Excel, PowerPoint).
  • Previous NaviPlan software experience an asset;
  • 1-3 years of similar or related administrative experience an asset;
  • Knowledge of the Wealth and Estate Planning industry an asset;
  • Experience in life and living benefits insurance is an asset;
  • Excellent written and oral English 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;


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.

Upon offer, candidates are 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. Thank you for your understanding.

Location: Vancouver

Department: Wealth Management

Company: Canaccord Genuity Corp.

Reference: 14717359

More info

Investment Advisor Assistant (L)

Investment Advisor Assistant (L), Wealth Management 
Calgary – Job # 4118


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, organized and detail oriented individual to join our Wealth Management team in Calgary. The Wealth Management team is focused on helping quality people meet and exceed their financial goals. The team offers a comprehensive approach to wealth planning for high-net-worth families and individuals. It provides a full suite of financial products and services that integrates sophisticated financial planning, efficient tax structuring, and multi-faceted portfolio management.  

  • Join a top team at an independent Wealth Management firm;  
  • This role will work directly with a highly experienced team led by three Senior Financial Advisors;
  • It is a team of eight and growing;
  • They work with high-net-worth clients and families;
  • This role will be a client facing position on a daily basis. The successful candidate will open accounts, follow up on client functions, cover for a trader if necessary (not common as they do not actively trade daily, and have others who can cover if necessary), create and coordinate paperwork, take on onboarding, work with the EA to coordinate events and client gifts, track and report information via team Customer Relationship Management platform;
  • The team is seeking a talented individual who wants to be part of an enthusiastic and energetic work environment, is eager to learn, and comfortable working with all levels of professionals and personality types.
Responsibilities:
  • Assist in preparing advisors for client meetings, including preparation of account opening documentation and supporting information as required;
  • Account processing (converting RRSP to RRIF, setting up RRIF payments, estates, beneficiary updates, etc.);
  • Process a variety of transactions (ex: issuing cheques, deposits, contributions and withdrawals, incoming and outgoing transfers);
  • Work with team on client projects;
  • Assist with execution of marketing initiatives;
  • Research industry related information from a variety of sources as requested by advisor;
  • Keep abreast of policy and procedure changes within the firm and industry;
  • Commit to rigorous follow up relating to all client transactions to ensure proper processing and minimize errors;
  • Maintain client files, ensure that all documentation and notes are compliant with industry regulations;
  • Acts as a resource person for clients (ex: generating specialized reports, questions about specific products);
  • Performs other duties as assigned.
Qualifications:
  • Diploma in business administration, accounting, finance, or similar field of study;
  • Minimum of three years’ industry experience, preferably in an administrative or operational capacity;
  • Registered as an Investment Representative with IIROC;
  • Professional designation such as PFP or CFP considered an asset;
  • Fulfill Continuing Education requirements.
Knowledge, Skills, & Abilities:
  • Strong organizational skills;
  • Excellent attention to detail;
  • Reliable, consistent work ethic;
  • Ability to quickly adapt to changing needs;
  • Excellent attitude and committed to providing extraordinary service;
  • Salary is commensurate with experience.
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. 

Upon offer, candidates are 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. Thank you for your understanding.
INDHP

Location: Calgary

Department: Wealth Management

Company: Canaccord Genuity Corp.

Reference: 14712811

More info

Branch Administrator

Branch Administrator, Wealth Management
Calgary – Job #4115

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 Branch Administrator to join their team in Calgary. This role will report to the Senior Vice President, Branch Manager & Portfolio Manager.

Responsibilities

  • Handle day-to-day tasks of running the branch (i.e. meetings; Investment Advisor (IA) support; basic organization of the office);
  • Assist with incoming calls as required and handle all incoming phone calls for the Branch Manager;
  • Provide necessary documentation to internal departments (i.e. Human Resources, Payroll and Continuing Education);
  • Maintain confidential records for Branch Manager;
  • Gather and coordinate statistics for Branch Manager and provide them with any necessary information and details regarding Branch and IAs;
  • Prepare account activity reviews and transaction inquiries for Branch Manager;
  • Process and follow-up on client documentation for proper maintenance of accounts;
  • Perform administrative duties to support the branch including preparing branch related reports and expense reports;  
  • Interface with many departments within Canaccord Genuity for approvals/investigation and requests;
  • Respond effectively to all inquiries from clients, couriers and employees in a friendly and professional manner; 
  • Perform additional administrative duties as required.

Skills & Qualifications
  • Completion of CSC and CPH with brokerage industry experience in a similar role;
  • Branch Manager designation would be a plus, but not required
  • Excellent customer service, communication skills interpersonal skills, with the ability to work with employees and clients at all levels;
  • Strong organizational and prioritization skills;
  • Ability to problem solve and take initiative;
  • Well-rounded knowledge of brokerage industry;
  • Detail-oriented with strong organizational skills; 
  • Demonstrated ability to meet deadlines and work effectively under pressure;
  • The ability to maintain a sense of urgency and meet deadlines; 
  • The ability to demonstrate confidentiality and discretion. 
  • Dataphile and Execlear experience 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. 

Upon offer, candidates are 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. Thank you for your understanding.
#INDHP

Location: Calgary

Department: Wealth Management

Company: Canaccord Genuity Corp.

Reference: 14632811

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. 

Upon offer, candidates are 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. Thank you for your understanding.

Location: Vancouver

Department: Wealth Management

Company: Canaccord Genuity Corp.

Reference: 14699605

More info

Associate, Insurance Planning - Wealth & Estate Planning

Associate, Insurance Planning - Wealth & Estate Planning, Canaccord Genuity Wealth & Estate Planning Services Ltd.
Calgary – Job # 4116


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 Calgary. 

Responsibilities:

  • Assist with insurance needs and analysis as requested by 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, Hub Financial 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 Hub Financial and insurance carrier software; 
  • 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 Life License Qualification Program (LLQP);
  • 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.

Upon offer, candidates are 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. Thank you for your understanding.
INDHP

Location: Calgary

Department: Wealth Management

Company: Canaccord Genuity Corp.

Reference: 14678782

More info

Investment Advisor Assistant (Licensed)

Investment Advisor Assistant (Licensed) - Wealth Management 
Toronto – Job # 5350


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 organized individual to join our Wealth Management team in Toronto.  The successful candidate’s role will support a team of Investment Advisors 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 & 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. 

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. 

Upon offer, candidates are 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. Thank you for your understanding.

 

Location: Toronto

Department: Wealth Management

Company: Canaccord Genuity Corp.

Reference: 14674033

More info

Investment Advisor Assistant (Licensed)

Investment Advisor Assistant (Licensed), Wealth Management 
Vancouver – Job # 3978


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 organized individual to join our Wealth Management team in Vancouver.  The successful candidate’s role will support a team in establishing and maintaining strong client relationships.

Responsibilities:
 

  • Working directly with a team where the focus is on client relationships and building a sustainable wealth management business;
  • Assist Portfolio Manager 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 & Qualifications:
 
  • Completion of CSC, CPH and licensed with IIROC required; 
  • 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. 

Upon offer, candidates are 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. Thank you for your understanding.

Location: Vancouver

Department: Wealth Management

Company: Canaccord Genuity Corp.

Reference: 14668300

More info

Compliance Officer - CG Direct

Compliance Officer, CG Direct 
Montreal – Job #6045

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 and an Online Execution Only (“OEO”) division 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 OEO operation, CG Direct (“CG”), is currently looking for a Compliance Officer to join our CG Direct Compliance department in Montreal. The Compliance Officer 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 (retail and institutional) to ensure compliance with regulatory requirements and internal policies and procedures
  • Continually observe electronic communication’s filter for possible rule violations and follow up with necessary measures if any identified;
  • Examination/ of websites, advertising and marketing material for external distribution;
  • Provide support to VPs, Compliance for communication needs and any other related Compliance tasks;
  • Develop processes & procedures to remain compliant with regulatory requirements to prevent regulatory penalties;
  • Perform time-sensitive tasks (e.g. year end audit inquiries, client complaint files) 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.
  • Provide support for reviews and documentation of trading alerts generated by the firm’s supervisory systems.

Skills & Qualifications:
  • A minimum of 5 years of experience in the securities industry, with a solid understanding of IIROC regulations;
  • Must be appointable as a Designated Supervisor or take required courses to achieve designation;
  • Completion of or willingness to complete the Canadian Securities Course, Conduct and Practices Handbook Course, Derivative Fundamentals and Options Licensing Course, Future Licensing Course, Options and Future Supervisors Course an asset;
  • Working knowledge of anti-money laundering regulations;
  • Bilingualism – English and French are required;
  • Experience and knowledge of legal documentation for institutions, corporations, trusts and other legal entities;
  • Previous experience with drafting new processes and procedures;
  • Strong proficiency in Microsoft Office, with previous experience with Dataphile/Broadridge applications;
  • Ability to work in a fast-paced, high volume environment;
  • Ability to take initiative, and adapt to change; 
  • Client service oriented with the ability to deal with difficult situations and demonstrate flexibility;
  • Excellent teamwork, co-operation and interpersonal understanding skills;
  • Strong supervision and leadership skills;
  • Strong organizational and information seeking skills; with the ability to problem-solve and demonstrate sound judgment;

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. 

Upon offer, candidates are 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. Thank you for your understanding.
_____________________________________________________________

Agent ou agente de conformité, CG Direct 
Montréal – Poste no 6045


Par l’intermédiaire de ses principales filiales, Groupe Canaccord Genuity inc. (la « Société ») est une entreprise de services financiers de plein exercice indépendante et de premier plan qui exerce ses activités dans deux des principaux segments du secteur des valeurs mobilières : la gestion de patrimoine et les marchés des capitaux.

Depuis sa création en 1950, la Société est mue par un engagement indéfectible à bâtir des relations clients durables. Elle y parvient en générant de la valeur par des solutions de placement, des services de courtage et des services de financement de sociétés complets pour sa clientèle constituée de particuliers, d’institutions et de sociétés.

Elle possède des bureaux de gestion de patrimoine au Canada, au Royaume-Uni, à Guernesey, à Jersey, à l’île de Man et en Australie. Canaccord Genuity, la division internationale des marchés des capitaux de la Société, exerce ses activités en Amérique du Nord, au Royaume-Uni et en Europe, en Asie, en Australie et au Moyen-Orient.

Notre opération canadienne d’exécution d’ordres seulement, CG Direct (« CG »), est actuellement à la recherche d’un agent ou d’une agente de conformité pour rejoindre le service de conformité de CG Direct à Montréal. L’agent ou l’agente de conformité contribuera au contrôle réglementaire de Canaccord Genuity en assurant le plus haut niveau d’intégrité pour le cabinet et ses clients.

Responsabilités
  • Examiner et approuver les demandes nouvelles et actualisées des clients (particuliers et institutionnels) afin de garantir la conformité aux exigences réglementaires et aux politiques et procédures internes.
  • Observer systématiquement le filtre de communication électronique pour détecter d’éventuelles violations des règles et prendre les mesures nécessaires en cas de détection.
  • Vérifier les sites Web, la publicité et le matériel de commercialisation pour la distribution externe.
  • Fournir un soutien aux vice-présidents, Conformité pour les besoins de communication et toute autre tâche liée à la conformité.
  • Élaborer des processus et des procédures pour assurer la conformité aux exigences réglementaires et ainsi éviter les sanctions réglementaires.
  • Effectuer rapidement des tâches à délai de rigueur (p. ex. des demandes d’audit de fin d’exercice ou des dossiers de plaintes de clients) en réponse aux demandes des autorités réglementaires et des clients. 
  • Traiter efficacement les demandes de renseignements internes et externes afin de promouvoir les affaires, et donc la rentabilité.
  • Documenter les demandes de renseignements et leurs résultats à des fins de référence pour cibler et résoudre les problèmes potentiels.
  • Fournir un soutien pour l’examen et la documentation des alertes de négociation générées par les systèmes de surveillance de la société.

Compétences et qualification professionnelle
  • Posséder au moins cinq ans d’expérience dans le secteur des valeurs mobilières, avec une solide compréhension des règlements de l’Organisme canadien de réglementation du commerce des valeurs mobilières (OCRCVM).
  • Être apte à une nomination en tant que superviseur désigné ou superviseure désignée ou suivre les cours requis pour obtenir cette désignation.
  • Avoir suivi ou être prêt ou prête à suivre le Cours sur le commerce des valeurs mobilières au Canada, le Cours relatif au Manuel sur les normes de conduite, le Cours d’initiation aux produits dérivés et sur la négociation des options, le Cours sur la négociation des contrats à terme, le Cours à l’intention des responsables des contrats d’options et des contrats à terme, ce qui constitue un atout.
  • Avoir une connaissance pratique des règlements sur la lutte contre le blanchiment d’argent.
  • Être bilingue - l’anglais et le français sont requis.
  • Posséder une expérience et une connaissance de la documentation juridique pour les institutions, les sociétés, les fiducies et autres entités juridiques.
  • Posséder une expérience préalable de la rédaction de nouveaux processus et de nouvelles procédures.
  • Maîtriser parfaitement Microsoft Office, avec une expérience préalable des applications Dataphile et Broadridge.
  • Être capable de travailler dans un environnement où le rythme est rapide et le volume important.
  • Savoir prendre des initiatives et s’adapter au changement. 
  • Être soucieux ou soucieuse du service à la clientèle, être capable de gérer des situations difficiles et faire preuve de flexibilité.
  • Posséder d’excellentes compétences dans le travail d’équipe, la coopération et la compréhension interpersonnelle.
  • Posséder de solides compétences en matière de supervision et de direction.
  • Posséder de solides compétences en matière d’organisation et de recherche d’information, ainsi que la capacité de résoudre des problèmes et de faire preuve d’un bon jugement.

Corporation Canaccord Genuity accepte et encourage les candidatures de toutes les personnes qualifiées, y compris les personnes handicapées. Nous prendrons des mesures d’adaptation raisonnables sur demande pour que les candidats participent à toutes les étapes du cycle de recrutement et de sélection.

Les candidats qualifiés sont invités à soumettre un curriculum vitæ et une lettre de présentation comprenant leurs attentes salariales.

Au moment de l’offre, les candidats sont tenus de présenter une preuve de citoyenneté, de résidence permanente ou d’admissibilité à travailler au Canada sans restriction.

Nous remercions tous les candidats de leur intérêt, mais seuls les candidats sélectionnés pour un entretien seront contactés. Merci de votre compréhension.
 

Location: Montreal

Department: Wealth Management

Company: Canaccord Genuity Corp.

Reference: 14596606

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Portfolio Manager

Portfolio Manager, Wealth Management 
Vancouver – Job #3980

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 Intermediate to Senior Portfolio Manager who is energetic, detailed and organized to join a top Wealth Management team in Vancouver.   The successful candidate would report and work closely with the portfolio managers of the group to support portfolio trading and analysis.  

Responsibilities:

  • Lead a 4 person Investment Committee;
  • Monitor economic and market conditions and provide both insight and opinion to the team, clients and the public through the media;
  • Monitor and maintain proprietary model portfolios;
  • Monitor security prices for entry and exit levels; 
  • Execute equity, fixed income, and FX trades on a daily basis; 
  • Invest incoming funds and rebalance existing portfolios into model portfolios; 
  • Analyze portfolio diversification and identify drifts from desired portfolio allocation;
  • Perform equity and fixed income analysis to align with proprietary model portfolios;
  • Correspond with clients and the public regarding trades, portfolio activity, and market events;
  • Assist Team with ad hoc requests. 
Skills & Qualifications:
  • Completion of CSC, CPH, CFA, and licensed with IIROC is required;
  • Bachelor’s degree in Business Administration is mandatory, while MBA is preferred;
  • Experienced in a trading or portfolio management capacity;
  • Ability to speak eloquently in client facing and public scenarios is required;
  • Desire to attain additional investment industry licences in both Canada and the USA is an asset;
  • Advanced understanding of the Capital Markets and various asset classes;
  • Highly motivated with the ability to work effectively, independently and as part of a team;
  • Strong communication and interpersonal skills with attention to detail;
  • Excellent prioritization and organizational skills, with the ability to multi-task and work effectively under pressure;
  • Problem solving and sound judgment skills with the ability to exercise tact and discretion are essential;
  • Excellent time management skills and a demonstrated ability to balance multiple priorities with minimal supervision;
  • Superior Excel, Word and PowerPoint skills and knowledge of Dataphile 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. 

Upon offer, candidates are 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. Thank you for your understanding.

Location: Vancouver

Department: Wealth Management

Company: Canaccord Genuity Corp.

Reference: 14630355

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Content Marketer, Cash Management Group

Content Marketer, Cash Management Group
Vancouver – Job #3974
 
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. 
 
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: 14614426

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Associate, Financial Planning

Associate, Financial Planning, Wealth Management 
Vancouver – Job # 3953


Summary:

Are you looking to grow your career in the investment industry and be a part of a dynamic team environment?  We are looking for candidates that can add value to our clients through their expertise, hard work and dedication. Pinkowski Wealth Management of Canaccord Genuity is seeking a full-time Financial Planner to work in our downtown Vancouver office. 

Canaccord Genuity is a full-service financial services firm and 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.

As an integral member of the Wealth Management team, the role of the Financial Planner is to provide the highest level of service and advice to our clients.  We believe that a financial plan is vital for individuals to achieve long term investment success.  You will also add value by providing clients with guidance and insight on any situation that comes up during different stages of retirement!  

Responsibilities:
 

  • Keeping an organized list of financial plans that need to be prepared;
  • Initiating the fact find so that you can learn more about their overall financial situation to prepare the financial plan;
  • Prepare and present comprehensive financial plans (using NaviPlan software); 
  • Provide recommendations to address client specific needs or concerns in the areas of financial, investment, retirement, risk management, tax and estate planning;
  • Personalize each financial plan to provide expert knowledge around challenges affecting emerging affluent clients, such as: holding companies, employee stock options, individual pension plans, retirement compensation agreements, charitable giving, etc.;
  • Analyze clients unique tax situations to provide strategies;
  • Maintain ongoing relationships with clients in a team context. 

Skills & Qualifications:
 
  • Completion of or currently pursuing Certified Financial Planner (CFP) designation is a requirement;
  • 2-3 years of relevant experience in all aspects of financial planning;
  • Excellent verbal and written communication skills with strong presentation skills;
  • Investment industry knowledge required;
  • Insurance industry knowledge is an asset;
  • Strong knowledge of Microsoft Office (Word, Excel, PowerPoint);
  • Experience with planning software: Naviplan is a requirement;
  • Ability to work effectively independently and in team environments; 
  • Proven networking and client acquisition skills, with the ability to cultivate strong partner relationships.
 
To learn more about the team and Canaccord Genuity, visit www.pinkowski.ca .

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.

Upon offer, candidates are 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. Thank you for your understanding.

Location: Vancouver

Department: Wealth Management

Company: Canaccord Genuity Corp.

Reference: 14584711

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Business Development Associate

Business Development Associate, Wealth Management
Vancouver – Job # 3971

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 wealth management team. They must be driven, professional, resourceful, self-motivated and have a strong work ethic.

This is a full-time permanent role, with the opportunity to grow responsibilities and advancement within our team.

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;
  • Utilize social media platforms for posting marketing literature.

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 and aspects of retail wealth management;
  • Social media proficiency.

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.

Upon offer, candidates are 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. Thank you for your understanding.

Location: Vancouver

Department: Wealth Management

Company: Internal Postings

Reference: 14605747

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Administrative Assistant (Non-Licensed)

Administrative Assistant (Non-Licensed), Wealth Management 
Vancouver – Job # 3963


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, organized and detail-oriented individual with exceptional multi-tasking and interpersonal skills to support our Investment Advisor in Vancouver. 

Responsibilities:

  • Provide day-to-day administrative support to the Investment Advisor and team as needed;
  • Servicing clients with professionalism, efficiency and upholding confidentiality;
  • Assist with processing and confirming client transactions; 
  • Process and follow-up on client documentation for proper maintenance of accounts; 
  • Assist with marketing activities and social media;
  • Involvement in developing the wealth business using various marketing initiatives;
  • Prepare or assist in the preparation of business correspondence, presentations, reports and spreadsheets; 
  • Assist with maintaining various databases, records and other documents;
  • Perform general administrative duties;
  • Assist with special projects as required.

Skills & Qualifications:
  • Excellent verbal and written communication skills complemented by exceptional interpersonal skills;
  • Ability to demonstrate a high level of discretion and confidentiality;
  • Detail oriented with strong organizational skills;
  • Excellent prioritization skills with the ability to excel under pressure;
  • Excellent teamwork skills complemented by the ability to work well independently;
  • Advanced proficiency in Microsoft Word, Excel, Outlook and PowerPoint;
  • Knowledge of Dataphile and NetX 360 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: Canaccord Genuity Corp.

Reference: 14462280

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Administrative Assistant (Non-Licensed)

Administrative Assistant (Non-Licensed), Wealth Management
Vancouver – Job #3970
 
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 detail-oriented individual with exceptional multi-tasking and interpersonal skills to join their Wealth Management team. The Administrative Assistant will support and report into a team of Investment Advisors at Canaccord Genuity, Vancouver.
 
Responsibilities:

  • Provide day-to-day administrative support to the Investment Advisors;
  • Coordinate business meetings, conferences and travel arrangements;
  • Assist with providing high level, priority management and calendar management;
  • Prepare or assist in the preparation of business correspondence, presentations, reports and spreadsheets;
  • Assist with processing expense reports in a timely and accurate manner;
  • Assist with maintaining various databases, records and other documents;
  • Perform general administrative duties;
  • Assist with marketing activities and social media;
  • Servicing clients with professionalism, efficiency and upholding confidentiality;
  • Assist with special projects as required.
 
Skills & Qualifications:
  • Demonstrated experience within an Administrative role;
  • Excellent verbal and written communication skills complemented by exceptional interpersonal skills;
  • Ability to demonstrate a high level of discretion and confidentiality;
  • Detail oriented with strong organizational skills;
  • Excellent prioritization skills with the ability to excel under pressure;
  • Excellent teamwork skills complemented by the ability to work well independently;
  • Advanced proficiency in Microsoft Word, Excel, Outlook and PowerPoint;
  • Knowledge of Dataphile and NetX 360 is 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.

Upon offer, candidates are 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. Thank you for your understanding.

Location: Vancouver

Department: Wealth Management

Company: Canaccord Genuity Corp.

Reference: 14532349

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Investment Advisor Assistant (Licensed)

Investment Advisor Assistant (Licensed), Wealth Management
Vancouver - Job #3967

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 Investment Advisors 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 clients, provide quotes and assist with executing 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 & Qualifications:

  • Completion of or working towards CSC, CPH and licensing with IIROC;
  • 5 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 and and NetX 360 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. 
 
Upon offer, candidates are 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. Thank you for your understanding.

Location: Vancouver

Department: Wealth Management

Company: Canaccord Genuity Corp.

Reference: 14518483

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Investment Advisor Assistant (Licensed)

Investment Advisor Assistant (Licensed), Wealth Management 
Calgary – Job # 4114


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, organized and detail-oriented individual with exceptional multi-tasking and interpersonal skills to support our Investment Advisor in Calgary.

Responsibilities:
 

  • Working directly with a team where the focus is on client relationships and building a sustainable wealth management business;
  • Assist Investment Advisor 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 & 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: Calgary

Department: Wealth Management

Company: Canaccord Genuity Corp.

Reference: 14470245

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Marketing Assistant (3 month contract)

Marketing Assistant (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. This role will be approximately 20 hours per week with flexibility.

Responsibilities:
 

  • Develop and implement a turnkey business development system using social media;
  • Maximize all Canaccord’s extensive internal marketing tools for business development and client retention;
  • Design and implement a podcast strategy;
  • Investigate/Integrate new software/technology platforms to enhance business development;
  • Coordinate marketing activities on social media platforms, email marketing, etc;
  • Develop and promote campaigns for attracting clients;
  • Organize and maintain a database of prospects and clients;
  • Other ad-hoc duties as required.

Skills & Qualifications: 
 
  • Strong database management skills withing 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;
  • 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. 
 
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: 14379158

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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: 14363723

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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: 14363708

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Marketing Assistant (6 months)

Marketing Assistant - Wealth Management
Waterloo – Job # 5337


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 with a background in Finance to join our Wealth Management team in Waterloo. The successful candidate will be supporting an established investment advisory and portfolio management team.
This a full time, 6-month contractual role with a possibility of extension.

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:
 
  • Completion of a diploma or degree in finance or business field is required; 
  • Knowledge of the Financial Industry and understanding of brokerage accounting is required;
  • Experience within the banking and or brokerage industry would be an asset;
  • Completion of/willingness to complete CSC and licensing with IIROC; 
  • 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;
  • 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.

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: Waterloo

Department: Wealth Management

Company: Canaccord Genuity Corp.

Reference: 14277860

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