Our business is focused on people and relationships

At Canaccord Genuity we’re focused on helping our Advisers build a sustainable long-term wealth business, rather than meeting monthly financial targets. We offer the opportunity to learn from other experienced Advisers in our firm and lean on them for advice and support when required.

As a Canaccord Genuity Wealth Adviser you will be provided with a supportive and accommodative work environment that allows you to work autonomously or as part of a team. You can also work where and how you want using our remote working capabilities.

Canaccord Genuity is one of Australia’s leading stockbroking and financial services firms. We have a true national presence with 8 offices nationwide, a powerful advisory team and highly respected institutional, corporate finance and equities research teams. As an equal opportunity employer, we’re committed to creating a diverse and inclusive workplace.

Canaccord Genuity Wealth Advisers have access to:

• Best-in-breed technology platform solutions
• Expert support in Superannuation and Financial Planning
• A leading Wealth Management website and app for your clients
• Wealth focused publications and seminars for your clients
• An attractive remuneration structure

Our range of employee benefits support a healthy work/life balance for our staff. These include remote work-stations, flexible working conditions, paid parental leave, paid Dad and Partner Leave and the ability to purchase additional leave, to name just a few.
 
With flexibility comes choice. If you have an established Wealth Advisory business we’d like to talk to you, regardless of where you would like your business to be based.

Please contact us at CGAU.HR@cgf.com if you think you're a great fit for this role and would like to confidentially discuss joining our team.

Grow your revenue and take your established business to the next level on Canaccord Genuity's Adviser platform. In addition to a highly attractive remuneration structure, we offer our Advisers a range of business development and support services to use as required. You’ll also be able to work where and how you want using our remote working capabilities.

Canaccord Genuity is one of Australia’s leading stockbroking and financial services firms. We have a true national presence with 8 offices nationwide, a powerful advisory team and highly respected institutional, corporate finance and equities research teams. As an equal opportunity employer, we’re committed to creating a diverse and inclusive workplace.

Canaccord Genuity Advisers have access to:

• A quality in-house research team with strong industry knowledge and technical skills
• Regular corporate finance deal flow
• Best-in-breed systems and technology

Our range of employee benefits support a healthy work/life balance for our staff. These include remote work-stations, flexible working conditions, paid parental leave, paid Dad and Partner Leave and the ability to purchase additional leave, to name just a few.

With flexibility comes choice. If you’re an experienced Adviser with an established business we’d like to talk to you, regardless of where you would like your business to be based.

Please contact us at CGAU.HR@cgf.com if you think you're a great fit for this role and would like to confidentially discuss joining our team.

Why Choose Canaccord Genuity?

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

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

About the Role

We are seeking an Accounts Officer for a  6-month fixed term contract to join our Finance team in Perth. Reporting to the Joint Heads of Finance, this role is ideal for someone who thrives in a busy environment and enjoys working collaboratively across teams. In this role, you will support key accounting functions with a strong focus on corporate credit card and accounts payable processes. Your role will ensure accurate financial administration, support internal stakeholders, and contribute to the smooth operation of the Finance function.

Key responsibilities include:

• Administer corporate credit cards: process applications, cancellations, and reissues.
• Process and reconcile monthly corporate card statements.
• Raise tax invoices for client reimbursements and manage associated journal entries.
• Monitor and document overseas and extended travel for tax compliance.
• Enter supplier invoices into Microsoft Business Central, ensuring correct coding.
• Assist in preparing EFT batches and obtaining payment approvals.
• Provide general administration support across the Finance team, including filing and overflow phone support.

About you:

You bring a solid foundation in finance or accounts, with a high level of accuracy and organisational skills. You’re reliable, adaptable, and have a naturally helpful attitude when working with internal teams and stakeholders. To be successful in this role, you will also have:

• 1–2 years’ experience in an accounts role, preferably with reconciliation experience.
• Prior experience with Microsoft Business Central (essential).
• Intermediate Excel and Word skills, and a willingness to learn new systems.
• Knowledge of GST and basic Australian taxation principles.
• A team-oriented mindset and ability to manage competing deadlines.

About us

Canaccord Genuity is one of Australia’s leading Capital Markets and Wealth Management firms operating in the fast-paced world of financial services. We’re part of the global Canaccord Genuity network with operations spanning 5 continents. In Australia, we employ over 350 staff and have 8 offices in major capital cities and regional centres.

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

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

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

Join us today

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

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

Canaccord Genuity provides an accessible candidate experience. If you need any accommodations throughout the interview process and beyond, please let us know.

Click here to apply

Why Choose Canaccord Genuity?

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

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

About the Role

We are seeking an experienced Senior Associate to join our Perth Wealth Management team. This is a long-term opportunity suited to a seasoned professional who takes pride in delivering high-quality support to both clients and advisers. While this role offers variety and responsibility, it is best suited to someone who thrives in an operations-focused position rather than seeking a transition into an adviser role.

In this role, you will be instrumental in the day-to-day management of an established, high-performing adviser business, supporting diverse and sophisticated clients. This adviser business model partners with clients that are seeking a long-term partnership focused on strategic advice that aligns to their financial and lifestyle goals.  The ideal candidate will bring sound industry knowledge, maturity, and a proactive, client-first mindset.

Key Responsibilities Include: 

• Manage the day-to-day administration and operational needs of your allocated Advisers’ businesses;
• Supporting Advisers with market trading and order management.
• Supporting Advisers with over-flow of phone calls and other client communications.
• Assisting clients with administration-based queries regarding their trades and accounts;
• Preparation and management account administration documents such as account opening documents, account updates, off-market/broker transfers, corporate actions, estates, super funds and trusts.
• Assist with market related administration, preparing paperwork for client’s reviews portfolio and transaction preparation;
• Accurate production of all client portfolio review documentation and reports.
• Assist advisers in the management of ongoing advice service obligations and advice document preparations where necessary.
• Provide back up support to Associates by assisting their Advisers during periods of leave and with over-flow of work;

About you:

This role is ideal for an experienced professional who is looking for stability, responsibility, and a long-term home in adviser support. To be successful, you will bring:

• A minimum of 3–5 years' experience in a stockbroking, wealth management, or financial services role;
• Excellent client relationship and communication skills with a professional, service-oriented mindset;
• High attention to detail and organisational skills to manage competing priorities;
• Confidence working independently and taking ownership of your advisers’ support function;
• RG146 accreditation and/or relevant tertiary qualifications are highly regarded.

About us

Canaccord Genuity is one of Australia’s leading Capital Markets and Wealth Management firms operating in the fast-paced world of financial services. We’re part of the global Canaccord Genuity network with operations spanning 5 continents. In Australia, we employ over 350 staff and have 8 offices in major capital cities and regional centres.

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

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

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

Join us today

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

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

Canaccord Genuity provides an accessible candidate experience. If you need any accommodations throughout the interview process and beyond, please let us know.

Click here to apply