Investment Advisor Assistant – Client Services & Admin in Ottawa

Investment Advisor Assistant – Client Services & Admin in Ottawa

Ottawa Full-Time On-site
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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

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Investment Advisor Assistant – Client Services & Admin in Ottawa 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.

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Contact Details:

Canaccord Genuity Corp. Recruitment Team