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

An opportunity at Canaccord Genuity offers performance-driven individuals a home to build their careers. Our employees experience the best of both worlds: access to global resources and capabilities, and the responsiveness and agility of an independently-owned firm. 

Our culture is driven by our values. We invite you to learn more by discovering our opportunities below or by contacting us today.

Administrative Assistant (Non-Licensed)

Administrative Assistant (Non-Licensed), Wealth Management
Kelowna– Job #3887
 
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 individual to support an established team of Investment Advisors within our Wealth Management department. The successful incumbent will be passionate about the investment industry and keen on growing their career within this area. We are looking for a self-starter, who is resourceful, self-motivated and have a strong work ethic.

 

Responsibilities:

 
  • Assist Investment Advisors with a range of administrative support;
  • Answer phones, client inquiries and email client information;
  • Demonstrate a high level of written and verbal business communication skills;
  • Perform data entry and update CRM databases;
  • Prepare and send weekly physical and electronic client communications;
  • Provide customer service support;
  • Provide reception relief as required;
  • Perform other duties as required.
 
Skills & Qualifications:
 
  • Previous related administrative experience;
  • Strong organizational skills and excellent attention to detail;
  • Excellent communication and interpersonal skills;
  • Demonstrated ability to meet deadlines and multi-task;
  • Intermediate computer skills: good working knowledge of Microsoft Office programs (Excel, Word, Outlook);
  • Excellent teamwork skills complemented by the ability to take initiative and work independently.
 
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: Kelowna

Department: Wealth Management

Company: Internal Postings

Reference: 13900547

More info

Associate, Client Services

Associate, Client Services, Wealth Management
Vancouver – Job #3889
 
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 Associate, Client Services to join our team on a full-time permanent basis. Reporting to the Portfolio Manager, the Associate, Client Services role is primarily responsible for ensuring systems and processes are developed and maintained to support a growing business.
 
Responsibilities:
 
  • Create and implement effective workflows and processes for system data between various platforms;
  • Identify, initiate, and participate in process reviews and continuous improvement initiatives with Manager;
  • Manage and maintain the investment system (Investnet) for the client lifecycle;
  • Participating in projects to increase operational efficiencies and reduce costs;
  • Involvement in developing the wealth business using various marketing initiatives;
  • Perform additional administrative duties as required.
 
Skills & Qualifications:
 
  • 3-5 years of related experience, with a well-rounded knowledge of the securities industry including private placements;
  • Completion of CSC and CPH Investment Representative (IR) or Registered Representative (RR) licensing approval with IIROC an asset;
  • Very strong attention to detail and accuracy;
  • Excellent verbal and written communication skills;
  • Strong analytical and problem-solving skills;
  • Proactive, with excellent teamwork skills complemented by the ability to work independently;
  • Ability to learn quickly, work under pressure and meet strict deadlines in a fast-paced environment;
  • Advanced MS Office skills (Word, Excel, Outlook, 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: Internal Postings

Reference: 13900535

More info

Investment Advisor Assistant (Licensed)

Investment Advisor Assistant (Licensed), Wealth Management
Calgary – Job # 4107
 
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 Calgary. This role will support a group of Advisors in establishing and maintaining strong client relationships.
 
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:
   
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. 
 
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: 13859676

More info

Associate, Digital Marketing

Associate, Digital Marketing – Wealth Management
Toronto – Job # 5309
 
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, ambitious team player, who is passionate about social media and digital marketing to join our team and play an integral role in our ongoing digital marketing strategy. The Associate, Digital Marketing will bring their valued skills in the areas of digital advertising, social media, vendor relations and communications. The Marketing department supports the national and local business development initiatives of the Canadian wealth management business. The team works closely with all departments to help deliver best-in-class solutions and services to our clients.

Responsibilities:
 
  • Assist with the support and development of both corporate and Investment Advisor’s social media campaigns on LinkedIn, Facebook and Twitter;
  • Work on various digital marketing projects to support Investment Advisors across multiple channels and touchpoints;
  • Analyze digital data to draw key recommendations and ensure best practices around optimizing website and social media channels;
  • Maintain digital dashboards of website and social media accounts;
  • Provide ongoing updates to Canadian Wealth Management website;
  • Make recommendations to website architecture, content, linking and other factors to improve SEO positions for target keywords
  • Oversee Investment Advisor websites;
  • Manage ongoing relationships with digital vendors;
  • Setup and deployment of email marketing campaigns in Salesforce Marketing Cloud;
  • Advise internal stakeholders on using web-based tools and support of tool enhancements, issues and escalations related to the digital marketing portfolio;
  • Collaborate with team members, external vendors and Investment Advisors to produce marketing materials (e.g. websites, advertisements, campaigns);
  • Provide research as requested to help build national and local marketing plans;
  • Collaborate with key parties to ensure swift turnaround of marketing approvals;
  • Keep abreast of industry trends and champion innovative and creative strategies.

Skills & Qualifications:
 
  • Bachelor's Degree in Marketing, or related field;
  • Strong knowledge of digital marketing communications development and implementation; including online advertising and promotion, email and search marketing and digital creative campaign optimization;
  • Demonstrated knowledge of website analytics tools (e.g., Google Analytics);
  • Proven experience leading and managing SEO/SEM, marketing database, email, social media and/or display advertising campaigns;
  • Experience in creating and optimizing landing pages and user funnels;
  • Experience with Salesforce Marketing Cloud;
  • Strong analytical skills and data-driven thinking;
  • Excellent written and verbal communication skills in English, fluency in French is an asset;
  • Digital marketing experience within a fast-paced, professional environment with a preference for the financial/investment industry specifically;
  • Strong interpersonal skills to consult, influence and collaborate with colleagues across levels and business groups;
  • Takes initiative and recommends process improvements, solution oriented;
  • Ability to organize and prioritize multiple streams of work within tight deadlines.
 
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: Internal Postings

Reference: 13857213

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

More info

Digital Business Development Associate

Digital Business Development Associate, CG Direct
Montreal – Job #6034
 

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 OEO operation, CG Direct (“CG”), is currently looking for a motivated, ambitious team player, who is passionate about Social Media and Digital Marketing to join our team in Montreal. The successful incumbent will be supporting the Managing Director within a team environment. The focus of the role is Business Development and Digital Marketing while also navigating Relationship Management with our existing clients.
 
This is a full-time 1-year contract role with possibilities of extension.
 
Responsibilities:
 

  • Coordinate and execute a targeted digital and social media marketing program aimed at identifying and qualifying potential investors;
  • Design, build and maintain social media presence across all digital channels;
  • Organize and maintain a CRM database of prospects and clients;
  • Analyze digital data to draw key recommendations and ensure best practices around optimizing website and social media channels;
  • Work on various digital marketing projects to enhance customer experience across multiple channels and touchpoints;
  • Maintain digital dashboards of website and social media accounts;
  • Prepare e-mail and general mail outs to clients and prospects including tracked email marketing;
  • Organize campaigns and journeys in Salesforce;
  • Seeking to cross sell or upsell products to existing accounts;
  • Liaise with inhouse stakeholders and perform other marketing duties as maybe required.
 
Skills & Qualifications:
 
  • Bachelor's Degree in Business Management, Marketing, or related field;
  • Demonstrated knowledge of website analytics tools (e.g., Google Analytics, NetInsight, Omniture, WebTrends);
  • Proven experience leading and managing SEO/SEM, marketing database, email, social media and/or display advertising campaigns;
  • Experience in creating and optimizing landing pages and user funnels;
  • Strong analytical skills and data-driven thinking;
  • Excellent written and verbal communication skills in both English and French;
  • Experience in the Financial services sector is an asset;
  • Highly motivated individual with self-drive;
  • Experience with Salesforce is desirable.
 
 
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: Montreal

Department: Wealth Management

Company: Canaccord Genuity Corp.

Reference: 13844751

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: 13842534

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 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 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 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:
o    Prepare comprehensive wealth plans to address advisor/client specific needs or concerns in the areas of financial, investment, retirement, risk management and estate planning;
o    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;
•    BC 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.
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: 13842564

More info

Associate, Digital Marketing

Associate, Digital Marketing - Wealth Management  
Vancouver – Job #5304
 
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 and Digital Marketing to join our Wealth Management team in Vancouver. The successful incumbent will be supporting an established Investment Advisor within a team environment.
 
This is an entry-level, part time role of approximately 20 hours per week with flexibility.
 
Responsibilities:
 

  • Coordinate and execute a targeted digital and social media marketing program aimed at identifying and qualifying potential investors. (Range of investment products may include stocks, bonds and insurance related investment products and strategies);
  • 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 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 and administrative duties as required.
 
Skills & Qualifications:
 
  • Excellent written and verbal communication skills;
  • Strong customer service skills;
  • Excellent IT & computer skills;
  • Proficient with MS Office (Word, Excel, Outlook);
  • Demonstrated interest in marketing, investment products, with previous similar work experience an asset;
  • Previous marketing experience is desirable.
 
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

Location: Vancouver

Department: Wealth Management

Company: Internal Postings

Reference: 13834434

More info

Marketing Visionary

Marketing Visionary, Cash Management Group

Vancouver, BC – Job #3881

 

Summary:

 
Do you have clear vision and a creative mind? Is variety and autonomy important to you? Can you lead a team? Are you a visionary?
 
Andrew Johns and the Cash Management Group are looking to hire a seasoned marketing professional who has dedicated their career to brand development and marketing. This position will involve leading our in-house marketing team and overseeing our brand, business model and target markets.
 
Integrated within Canaccord Genuity, the Cash Management Group specializes in managing institutional cash for a variety of clients including universities, municipalities, private and public companies across Canada.
  • We have been operating for over 20 years and have a highly targeted client base.
  • A team of 18 finance professionals.
  • We manage $2.5 billion in client funds and generate $5M+ in revenue.
 
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.™
 
What You Have:
  • 5+ years of experience in a dedicated marketing role, leading a team and overseeing a well-developed brand.
  • Undergraduate degree.
  • Impeccable organization, great communication, and genuine excitement to execute market strategies and launch campaigns. 
  • Experience in managing a team with responsibilities to set goals, objectives and reporting.
  • Full scope of how to integrate a website, online presence, social media, PR and digital communications for distinct business units.
 
What You Get:
  • Clear vision from Andrew Johns
  • Full support to accomplish your goals
  • Autonomy
  • Opportunity to grow your career
 
 Compensation:
  • Executive-level compensation
  • 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;
 
 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).
 
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.
 
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.

Location: Vancouver

Department: Wealth Management

Company: Canaccord Genuity Corp.

Reference: 13829127

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Associate, Digital Marketing

Associate, Digital Marketing - Wealth Management  
Vancouver – Job # 3876


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 and Digital Marketing to join our Wealth Management team in Vancouver. The successful incumbent will be supporting an established Investment Advisor within a team environment.

This is a part-time opportunity.

Responsibilities:
 
•    Coordinate and execute a targeted digital and social media marketing program aimed at identifying and qualifying potential investors. (Range of investment products may include stocks, bonds and insurance related investment products and strategies); 
•    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 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.

Skills & Qualifications:
 
•    Excellent written and verbal communication skills; 
•    Strong customer service skills; 
•    Excellent IT & computer skills;
•    Proficient with MS Office (Word, Excel, Outlook);
•    Demonstrated interest in marketing, investment products, with previous similar work experience an asset;
•    Previous marketing experience is desirable.

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. 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: Canaccord Genuity Corp.

Reference: 13772262

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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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Marketing Assistant (Part Time, 3-month Contract)

Marketing Assistant (Part Time, 3-month Contract), Wealth Management – Calgary – Job # 4101


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. 

Responsibilities:
  • Prepare e-mail and general mail outs to clients and prospects including tracked email marketing;
  • Assist with marketing activities on social media platforms, email marketing, etc;
  • Perform outgoing sales calls (cold and warm calls) aimed at identifying and qualifying potential investors.
  • Organize and maintain a database of prospects and clients;
  • 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.
 
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: 13488332

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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

More info

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