At a Glance
- Tasks: Support client relationships and manage transaction processing in a dynamic wealth team.
- Company: Join Canaccord Genuity Corp., a leading firm in the financial services industry.
- Benefits: Gain valuable experience, competitive salary, and opportunities for professional growth.
- Other info: Opportunity to pursue CIRO Investment Representative license while working.
- Why this job: Be part of a growing team and make a difference in clients' financial journeys.
- Qualifications: 2-3 years in securities administration and strong communication skills required.
Canaccord Genuity Corp. in Ottawa is seeking an organized Investment Advisor Assistant to support The Lonsdale Financial Group in an in-office capacity.
The role emphasizes client relationships, transaction processing, KYC updates, and general admin support for a growing wealth team.
Ideal candidates have 2–3 years of securities administration, strong communication, and meticulous attention to detail.
CIRO Investment Representative license is preferred, with willingness to pursue licensing if
Investment Advisor Assistant – Client Services & Admin employer: Canaccord Genuity Corp.
Canaccord Genuity is an exceptional employer that fosters a collaborative and innovative work culture in the heart of Vancouver. With a strong focus on employee growth, we offer comprehensive training and development opportunities, ensuring our team members thrive in their careers while contributing to sustainable wealth management solutions. Join us to be part of a dynamic team that values client relationships and empowers you to make a meaningful impact.
