Salary Range: $40,000 - $60,000
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 accommodations throughout the interview process and beyond, please let us know.
Key Responsibilities:
- Primary focus will be managing trades received from clients and partners
- Balancing team inventory
- Provide variety of administrative and support tasks:
- including managing client files, processing transactions, scheduling appointments, and coordinating client meetings;
- Maintain accurate and up-to-date client records, including financial and personal information;
- Ensure compliance with company policies and regulations, including those related to client privacy and confidentiality;
- Provide exceptional customer service to clients, including responding to inquiries and requests in a timely and professional manner;
- This position requires the highest level of work ethic and confidentiality;
Skills and Qualifications:
- IIROC Licensing is expected for this position.
- Excellent data entry skills, with the ability to problem solve and think outside the box;
- 2+ years of experience trading & administrative;
- Strong organizational and time management skills;
- Excellent written and verbal communication skills;
- Ability to work independently and in a team environment;
- Attention to detail and accuracy in work;
- Ability to handle sensitive and confidential information with discretion;
- Experience with Dataphile is an asset.
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.
