Jobs at Canaccord Genuity

Supports advisor recruiting through cold and warm outreach, prospect qualification, email campaigns, CRM and pipeline management, market research, meeting coordination, and campaign reporting. The role also provides administrative and event support to the business development and recruiting team while handling confidential prospect information. It is designed for an early-career professional with sales, business development, recruiting, or client-facing experience and an interest in wealth management.

Analyzes financial and market data, tracks capital markets and competitor trends, prepares investor relations reports and disclosure materials, summarizes analyst consensus estimates, and supports financial reporting. The role collaborates with Finance, Legal, and other stakeholders, develops briefing materials, improves reporting processes, and handles sensitive information confidentially.

Manages mailroom and courier operations, office services inventory, access cards, invoices, expenses, facilities requests, meeting rooms, reception coverage, records, and vendor communications. Provides customer-focused support to employees, clients, couriers, and visitors while maintaining office spaces and assisting with events, projects, and process improvements. The role is fully onsite from 8 a.m. to 5 p.m. and requires moving office supplies and packages.

Processes mutual fund and GIC transactions, investigates order rejections, coordinates confirmations and wire instructions, reconciles client accounts, manages departmental payables, processes commissions and trailer fees, monitors disclosure delivery, and administers account changes. The role communicates with portfolio managers, investment advisors, and fund manufacturers while maintaining high accuracy and meeting strict deadlines.

Prepare personalized wealth plans covering financial, investment, retirement, risk management, estate planning, and tax strategies. Present planning and investment solutions to clients, develop high-net-worth business, and maintain ongoing client relationships. The role requires CFP certification, relevant financial planning experience, strong communication and presentation skills, and knowledge of investment and insurance industries.

Provides administrative and client support to Investment Advisors, including phone and email communication, calendar and priority management, correspondence, presentations, reports, spreadsheets, expense processing, database maintenance, confidential client service, and special projects. The role requires strong organization, communication, discretion, prioritization, and proficiency with Microsoft Office. Banking or securities experience and knowledge of Dataphile or Salesforce are assets.

Supports business development and prospecting for a boutique wealth management team. Responsibilities include researching high-net-worth prospects and referral partners, managing the sales pipeline, conducting discovery conversations, preparing proposals and presentations, coordinating meetings, supporting client acquisition and onboarding, and tracking activities in the CRM. The role also assists with investment strategy presentations and uses approved AI and analytical tools while maintaining confidentiality, accuracy, and compliance.

Executes equity, fixed-income, and foreign-exchange trades; invests incoming funds; rebalances portfolios; analyzes diversification, allocation drift, and equities; and supports portfolio strategy. Manages portfolio administration and client onboarding, prepares customized reports and market updates, assists with investment proposals, communicates with clients, and supports transfers, tax-loss selling, mandate reviews, and Portfolio Managers.

The Treasury Manager oversees liquidity management, optimizes funding, maintains compliance, develops policies, and collaborates across departments to support financial operations.

Assist Investment Advisors in client transactions, maintain client relationships, process documentation, and support marketing initiatives for wealth management.

Support a wealth management team by processing client transactions, executing trades, maintaining accounts and reports, servicing clients, and assisting with business development and administrative tasks.

The Associate, Relationship Manager manages day-to-day client interactions, ensuring timely responses to inquiries, processing transactions, preparing reports, and enhancing client relationships through effective communication and subject matter expertise.

Provide comprehensive, customized wealth plans integrating investments, tax, retirement, estate and risk strategies. Advise on complex planning (holding companies, stock options, pension plans, intergenerational transfers), present fee-based solutions, maintain client relationships, drive business growth, and support team-based advisory work while pursuing continuous professional development and ethical standards.

Support discretionary portfolio management through portfolio administration, market monitoring, trade execution, rebalancing, investment research, and client communications. Prepare investment notes, maintain model portfolios, track market events, and assist with account administration and trading across equities, fixed income, and FX.

Support a wealth management team servicing high-net-worth clients: prepare financial plans, provide strategic planning (tax, estate, holding companies, stock options), service client accounts and trades, communicate with clients, maintain account records, and contribute to business development and reporting.

Support a Wealth Management team by maintaining client relationships, processing transactions and documentation, assisting with financial plans, servicing clients, supporting new client acquisition and marketing initiatives, and performing administrative duties.

Provide personalized financial and tax planning to affluent clients: gather client information, prepare and present plans using Conquest, recommend investment, retirement, tax and estate strategies, prepare personal and corporate tax packages, maintain client relationships, and support media and marketing initiatives.

Responsible for enhancing client relationships, updating financial plans, processing documentation, and supporting wealth business development with marketing initiatives.

Support market and counterparty risk management by producing daily risk reports, implementing reporting controls and automation, enforcing risk policies, assessing counterparty credit limits, and collaborating with trading desks and senior leadership on limits, new products, and quarterly risk reporting.

Support a Wealth Management team by making outbound marketing calls to qualified prospects, nurturing leads, preparing marketing materials and correspondence, maintaining databases and records, and assisting with special projects to drive business development.