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.
Key Responsibilities & Activities
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Provide variety of administrative and support tasks, including managing client files, processing and tracking administrative transactions, and coordinating/preparing for client meetings;
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Lead liaison with company’s back office operations and keep up-to-date on updated documentation processes and timelines;
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Prepare client specific reports, including gathering and organizing relevant information and materials;
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Maintain accurate and up-to-date client records, including financial and personal information via back office and client relationship management systems (Salesforce);
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Uphold company policies and regulations, including those related to client privacy and confidentiality;
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Provide exceptional customer service to clients, centers of influences and other business partners by responding to inquiries and requests in a timely and professional manner;
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Submit & monitor business and Business Development Allowance (BDA) expenses;
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Perform other general administrative duties and assist with special projects as required;
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Attend client and non-client events (if applicable);
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There may be other opportunities available in the future if the candidate’s interests and expanding skills set align with team objectives.
Skills & Qualifications
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10+ years of financial services administration & operations experience;
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Strong organizational, priority management skills, and ability to meet deadlines;
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Excellent teamwork skills complemented by the ability to work well independently;
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Attention to detail and accuracy in work;
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Demonstrate a high level of work ethic;
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Ability to handle sensitive and confidential information with discretion;
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Excellent written, verbal and interpersonal communication skills;
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Strong computer skills, proficiency with Microsoft Office Suite of programs;
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Prior experience with Dataphile and Salesforce is preferred;
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IIROC licensing not necessary but preferred.
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.
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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.
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.
