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.

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.