Executive Assistant & Roadshow Coordinator

Reposted 19 Days Ago
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Montréal, QC, CAN
In-Office
Junior
Financial Services
The Role
The Executive Assistant & Roadshow Coordinator will provide administrative support, manage schedules, plan roadshows, and liaise with clients. Strong organizational skills and fluency in French are required.
Summary Generated by Built In

Who we are:

Canaccord Genuity (CG) is a leading independent full-service financial services firm, with operations in two principal segments of the securities industry: wealth management and capital markets.  CG is driven by an unwavering commitment to building lasting client relationships – we achieve this by generating value for our individual, institutional, and corporate clients through comprehensive investment solutions, brokerage, and investment banking services.  We are the leading independent wealth management firm in Canada, and the leading mid-market provider of investment banking advisory, equity research, sales and trading services for corporations and institutions. 

We pride ourselves on understanding our clients’ needs and finding innovative, tailored solutions.  Our entrepreneurial and friendly team will challenge you to learn and grow every day.  We value great work and collaboration and strive to eliminate bureaucratic thinking.  We’re looking for talented people who thrive in a fast-paced environment and want to have an impact with innovative ideas and best practices.

Our Canadian operations are currently looking for a motivated team player to join us as an Executive Assistant & Roadshow Coordinator with our Canadian Equity Sales and Trading team in Montreal.

Responsibilities

  • Provide day-to-day administrative support to the Sales and Investment Banking teams in Quebec;
  • Prepare and submit expense reports;
  • Manage the schedule of two executives, including travel arrangements, meeting coordination, etc;
  • Support the Sales desk and answer a multi-line phone;
  • Assist in entering information in iPlanner and setting up company and Analyst roadshows in the system;
  • Plan and execute deal and non-deal roadshows. During a roadshow, management teams and research analysts meet with investors, with the assistance of our Sales team, to pitch investment opportunities in the present or near future. You’ll work behind the scenes to ensure smooth execution through logistical planning – car services, ordering catering, printing / binding presentations;
  • Liaise with C-Suite corporate clients to identify their needs to ensure roadshow satisfaction and maintain a strong working relationship;
  • Proactively handle any arising issues – troubleshoot problems quickly and effectively;
  • Develop weekly roadshow / event reports, which are distributed company wide as well as to clients;
  • Assist in gathering feedback from non-deal roadshows and prepare reports summarizing relevant feedback for the client.

Skills & Qualifications

  • Fluent in French, including strong written communication skills, is required;
  • Excellent organizational and time management skills with very strong attention to detail;
  • Ability to manage multiple projects at a time;
  • Excellent teamwork skills complemented by the ability to work independently and meet tight deadlines in a busy and fast-paced environment;
  • Positive & upbeat attitude;
  • Interest in financial and capital markets;
  • Advanced Microsoft Office skills (Excel, Word, Outlook, PowerPoint);
  • Completion of a Business degree or similar post-secondary program would be an asset;
  • 2 + years of relevant experience, preferably in a financial institution.

#LI-MM1 #LI-Onsite #INDHP

All applications will be held in strict confidence.

In order to be considered for employment, candidates selected for interviews will be required to show proof of citizenship, permanent residence or eligibility to work in Canada with no restrictions.

Protecting your online safety:

Canaccord Genuity and its affiliates do not use text messages for recruitment purposes. If you have received a text message claiming to be from CG or an authorized representative regarding job recruitment, please treat as fraudulent and do not respond.

We wish to thank all candidates for their interest but only those applicants selected for an interview will be contacted. No phone calls please. Thank you for your understanding.

Top Skills

Microsoft Office (Excel
Outlook
Powerpoint)
Word
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The Company
HQ: New York, NY
757 Employees
Year Founded: 1950

What We Do

Canaccord Genuity is the global capital markets division of Canaccord Genuity Group Inc., offering institutional and corporate clients idea-driven investment banking, merger and acquisition, research, sales and trading services from offices in North America, UK & Europe, Asia, Australia and the Middle East. Our diverse team of capital markets and advisory professionals has deep industry and transactional expertise in key growth sectors of the global economy. We are committed to providing valued services to our clients throughout the entire lifecycle of their business and operating as a gold standard independent investment bank – expansive in resources and reach, but targeted in industry expertise, market focus and individual client attention.

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