Jobs at Canaccord Genuity

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

The Investment Associate will support trade reconciliation, monitor cash balances, assist with FX preparation, and perform calculations, ensuring trade accuracy.

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

Lead IT projects from planning through close-out, managing scope, budget, risks, stakeholders and governance. Produce project plans, business cases, requirements, test artifacts and transition plans. Coordinate cross-functional teams, escalate issues, and ensure deliverables meet company standards and timelines for multi-month, complex initiatives.

Onsite Telecom Analyst responsible for administering and supporting Cisco Unified Communications, SIP trunks/SBCs, contact center, trading telephony, enterprise video/AV, Microsoft Teams voice, and Intune mobile management. Acts as escalation point, performs troubleshooting, upgrades, vendor coordination, and participates in on-call rotations to ensure availability and stability of UC services.

The Associate, Client Services will build relationships with clients, assist with onboarding, and support the client service team with operations and administrative tasks.

The Financial Planner is responsible for preparing wealth plans aimed at meeting client needs in various financial aspects, delivering presentations, and maintaining client relationships.

The Associate, Financial Planner supports the Senior Financial Planner with client data, plan preparation, insurance strategies, and maintains compliance records, while contributing to the team and client experience.

The Financial Planner prepares comprehensive financial plans, collaborates with advisors, and maintains client relationships, focusing on high net worth clients' financial needs.

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

The Wealth Associate will support Investment Advisors in managing client transactions, maintain account documentation, and ensure client follow-up and onboarding processes are executed efficiently.

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

The Analyst will collect, analyze financial data, research market trends, prepare investor materials, and collaborate with internal teams while maintaining confidentiality.

Manage compliance issues, oversee client interactions, perform administrative duties, conduct compliance reviews, and supervise adherence to regulations across branches.

The Office Administrator will support the Wealth Management team through data entry, document management, client interactions, and collaboration with team members.

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.

The Manager Finance is responsible for managing financial operations, accounting activities, tax compliance, and ensuring timely service to partners. This role includes preparing financial statements, coordinating with auditors, and supporting strategic financial initiatives within the organization.

Design and implement defense-in-depth security architectures aligned with zero trust across on-prem, cloud, and hybrid environments. Lead enterprise deployment and optimization of Microsoft Defender Suite, IAM (Azure AD, conditional access, PAM), network security (segmentation, WAF, SASE), vulnerability management, NDR, and SIEM. Conduct threat modeling and security assessments, drive governance and compliance, mentor teams, and promote security culture and innovation across the organization.

Provide administrative support to a Wealth Management team: process and confirm client transactions, execute trading orders, maintain account lists and reports, manage client documentation, assist client servicing and marketing initiatives, and perform additional office duties to support investment advisors and client relationships.

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