Jobs at Canaccord Genuity

Onsite Telecom Analyst responsible for administering and supporting Cisco Unified Communications, SIP trunks/SBCs, contact center, trading telephony, enterprise video/AV, Microsoft Teams voice, and Intune mobile management. Acts as escalation point, performs troubleshooting, upgrades, vendor coordination, and participates in on-call rotations to ensure availability and stability of UC services.

The Associate, Financial Planner supports the Senior Financial Planner with client data, plan preparation, insurance strategies, and maintains compliance records, while contributing to the team and client experience.

The Treasury Manager oversees liquidity management, optimizes funding, maintains compliance, develops policies, and collaborates across departments to support financial operations.

The Analyst will collect, analyze financial data, research market trends, prepare investor materials, and collaborate with internal teams while maintaining confidentiality.

Manage compliance issues, oversee client interactions, perform administrative duties, conduct compliance reviews, and supervise adherence to regulations across branches.

The Associate, Relationship Manager manages day-to-day client interactions, ensuring timely responses to inquiries, processing transactions, preparing reports, and enhancing client relationships through effective communication and subject matter expertise.

The Manager Finance is responsible for managing financial operations, accounting activities, tax compliance, and ensuring timely service to partners. This role includes preparing financial statements, coordinating with auditors, and supporting strategic financial initiatives within the organization.

Design and implement defense-in-depth security architectures aligned with zero trust across on-prem, cloud, and hybrid environments. Lead enterprise deployment and optimization of Microsoft Defender Suite, IAM (Azure AD, conditional access, PAM), network security (segmentation, WAF, SASE), vulnerability management, NDR, and SIEM. Conduct threat modeling and security assessments, drive governance and compliance, mentor teams, and promote security culture and innovation across the organization.

Assist Investment Advisors in client transactions, maintain client relationships, process documentation, and support marketing initiatives for wealth management.

Own advisor website development, create digital and design assets, run and analyze lead generation and ad campaigns, write marketing copy, develop client-facing materials, ensure brand and compliance, and build reporting dashboards to measure and optimize advisor marketing performance.

Support three investment advisors by processing and confirming client transactions, executing trading orders, maintaining account records and reports, handling client documentation, servicing clients, contributing to business development and marketing initiatives, and performing administrative duties to improve practice efficiency.

Produce daily risk and treasury reports; improve reporting quality and efficiency using Excel/VBA, Power BI and databases; support treasury system enhancements; develop and enforce risk policies and limits; collaborate with senior leadership on risk guidelines for new products; contribute to quarterly ERM reporting and ad-hoc risk projects.

Manage portfolio operations including trade execution and allocation, fee account setup and calculations, investigate and resolve client account issues, perform risk management, liaise with stakeholders, and support process improvement projects.

Work with stakeholders to analyze, document and improve operations processes and systems for Capital Markets and Wealth Management. Elicit and document requirements, perform workflow analysis, coordinate with vendors and IT, prepare test plans/scripts, participate in project delivery, training, and documentation to ensure successful system and process changes.

The Associate will process account documents, perform credit checks, respond to inquiries, handle small projects, prepare packages for mailing, and provide backup support to team members.

The Senior Associate will manage client tax reporting, validate tax files, perform withholding corrections, and ensure compliance with tax regulations throughout the year.