Teams at Canaccord Genuity

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.

Produce daily risk and treasury reports; improve reporting quality and efficiency using Excel/VBA, Power BI and databases; support treasury system enhancements; develop and enforce risk policies and limits; collaborate with senior leadership on risk guidelines for new products; contribute to quarterly ERM reporting and ad-hoc risk projects.

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.