Jobs at Canaccord Genuity

Executes equity, fixed-income, and foreign-exchange trades; invests incoming funds; rebalances portfolios; analyzes diversification, allocation drift, and equities; and supports portfolio strategy. Manages portfolio administration and client onboarding, prepares customized reports and market updates, assists with investment proposals, communicates with clients, and supports transfers, tax-loss selling, mandate reviews, and Portfolio Managers.

Processes and handles physical securities, cheques, certificates, trade confirmations, statements, GICs, and incoming mail. Performs messenger duties, supports the securities counter, completes securities re-registration and defunct securities removal requests, and provides coverage to the broader Securities team. The role requires strong administrative, customer service, organizational, communication, data processing, prioritization, and computer skills, with adherence to policies and deadlines in a fast-paced brokerage environment.

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

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

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.

Provide comprehensive, customized wealth plans integrating investments, tax, retirement, estate and risk strategies. Advise on complex planning (holding companies, stock options, pension plans, intergenerational transfers), present fee-based solutions, maintain client relationships, drive business growth, and support team-based advisory work while pursuing continuous professional development and ethical standards.

Support a wealth management team servicing high-net-worth clients: prepare financial plans, provide strategic planning (tax, estate, holding companies, stock options), service client accounts and trades, communicate with clients, maintain account records, and contribute to business development and reporting.

Support market and counterparty risk management by producing daily risk reports, implementing reporting controls and automation, enforcing risk policies, assessing counterparty credit limits, and collaborating with trading desks and senior leadership on limits, new products, and quarterly risk reporting.

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

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

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.