Jobs at Canaccord Genuity

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.

Processes and handles physical securities, cheques, certificates, trade confirmations, statements, GICs, and incoming mail. Performs messenger duties, supports the securities counter, completes securities re-registration and defunct securities removal requests, and provides coverage to the broader Securities team. The role requires strong administrative, customer service, organizational, communication, data processing, prioritization, and computer skills, with adherence to policies and deadlines in a fast-paced brokerage environment.

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 three investment advisors by processing and confirming client transactions, executing trading orders, maintaining account records and reports, handling client documentation, servicing clients, contributing to business development and marketing initiatives, and performing administrative duties to improve practice efficiency.

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.

Support compliance by communicating documentation requirements, assisting advisors with AML/CIRO matters, responding to regulatory and audit inquiries, documenting queries, and helping maintain processes and procedures to ensure regulatory compliance.

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.

Design, develop, and maintain backend services and APIs using C#/.NET. Modernize legacy applications, build CI/CD pipelines in Azure DevOps, integrate third-party APIs and AI developer tools, write unit/integration tests, respond to code scanning and secure coding practices, and collaborate with product, operations, and compliance in an agile process.

The Senior Associate will manage client tax reporting, validate tax files, perform withholding corrections, and ensure compliance with tax regulations throughout the year.

Support a Wealth Management team by processing client transactions, maintaining account lists, assisting with documentation, and developing client relationships.

Support Wealth & Estate Planning Specialists by creating financial plans, performing detailed administrative and data-entry tasks in Conquest/Propel/insurance systems, preparing life and living benefits illustrations and insurance applications, maintaining audit-ready records, managing pipeline reporting, conducting client outreach, and supporting advisor training and team improvement projects.