Teams at Canaccord Genuity

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.

Own advisor website development, create digital and design assets, run and analyze lead generation and ad campaigns, write marketing copy, develop client-facing materials, ensure brand and compliance, and build reporting dashboards to measure and optimize advisor marketing performance.