Jobs at Canaccord Genuity

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.

Process and research physical securities and GIC transfers, respond to broker inquiries, reconcile transfer control accounts, liaise with issuers/transfer agents/legal parties, provide customer service and backup processing, attend securities counter, and support team operations including month-end audit requirements.

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

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.

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

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

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.

Design, build, and integrate AI-powered features using foundation models and managed cloud AI services. Develop RAG pipelines, agent/tool-calling workflows, fine-tune hosted models, implement data governance and security, evaluate vendors, establish monitoring and cost-control, define technical standards, mentor developers, and work with risk, compliance, and business stakeholders to deliver regulated AI solutions.

Review and process new account documentation for regulatory, AML, FATCA and tax compliance; perform credit and corporate checks; respond to client inquiries; prepare and package documents for scanning/mail; complete ad hoc projects; cross-train and provide backup support.

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

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

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.

Process inbound and outbound account transfers, set up CDS/DTC/ARROW trades, post journal entries, respond to internal and external transfer inquiries, follow up to move assets, maintain departmental resources and reporting, and support related projects.

Support Wealth & Estate Planning Specialists by creating financial plans, providing administrative support, entering client data into Conquest/Propel/insurer systems, producing life and living benefits illustrations, preparing insurance applications, maintaining accurate records and monthly pipelines, performing client outreach, supporting advisor training, and assisting on team improvement projects.

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.

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 client-facing securities operations support for US-resident clients, processing warrants, option exercises, legend removals, wires, and physical certificate deposits/withdrawals. Communicate with issuers, transfer agents, and legal counsel, maintain SLAs, track payments, respond to inquiries, and cross-train across Securities Services.