Salary Range: $50,000 - $60,000 plus discretionary bonus
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 build lasting client relationships – we achieve this by generating value for our individual, institutional, and corporate clients through comprehensive wealth management solutions and investment banking services. We are a 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 providing innovative, bespoke solutions. Our entrepreneurial and friendly team will challenge you to learn and grow every day. We value excellence and collaboration. We’re looking for talented people who thrive in a dynamic environment and want to have an impact with innovative ideas and best practices.
At CG, we believe that diversity across our business strengthens our client relationships and enables more innovative solutions. We strongly encourage applications from all qualified individuals regardless of race, religion, colour, national origin, gender, sexual orientation, age, marital status, or disability status. CG provides an accessible candidate experience. If you need any accommodation throughout the interview process and beyond, please let us know.
We are looking for a detailed-oriented, proactive individual with strong analytical skills to join one of our largest advisor teams, The LePoidevin Group, in Vancouver. Led by David LePoidevin, our high performing team was awarded the Wealth Professionals 2025 Advisory Team of the Year.
Responsibilities:
- Working directly with our team and portfolio managers where the focus is on trade reconciliation and settlement, trade allocation uploads and other trade spreadsheets preparation.
- Support daily trading activities by coordinating trade execution and allocations.
- Prepare, validate, and upload trade allocation files for block trades across multiple portfolios.
- Assist with foreign exchange (FX) preparation, including building and preparing Excel spreadsheets for currency conversions.
- Monitor daily cash balances across client accounts and execute money market trades as needed.
- Perform trade-related calculations and reconciliation of discrepancies.
- Ensure accuracy and completeness of all trade files prior to submission.
- Monitor daily trading activity to identify and resolve discrepancies in a timely manner.
Skills & Qualifications:
- Minimum 1-2 years of wealth management experience;
- Intermediate to advanced computer skills, especially Microsoft Excel along with a good working knowledge of MS Office programs;
- CIRO Licensed as an Investment Representative required and Registered Representative preferred;
- Well-rounded knowledge of the securities industry.
- Excellent communication and interpersonal skills;
- Excellent organizational skills, with a strong attention to detail;
- Demonstrated ability to meet deadlines, take initiatives and multi-task;
- Ability to work independently and effectively with employees and clients at all levels;
- Experience with Dataphile, Salesforce and netx360 would be an asset.
#LI-SK1 #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.
Skills Required
- Minimum 1-2 years of wealth management experience
- Intermediate to advanced computer skills, especially Microsoft Excel
- CIRO Licensed as an Investment Representative
- Good working knowledge of MS Office programs
- Knowledge of the securities industry
- Excellent communication and interpersonal skills
- Excellent organizational skills
- Ability to work independently and effectively with employees and clients
- Experience with Dataphile, Salesforce and netx360
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.
