Jobs at Canaccord Genuity

Conducts risk-based AML investigations of individual and corporate clients using transaction data, open-source research, and documentation. Determines whether Suspicious Transaction Reports are required, prepares STRs for FINTRAC, maintains investigation records, advises stakeholders, supports compliance leadership, and responds to regulatory inquiries and audits. The role also contributes to compliance procedures and handles internal and external queries.

Provide administrative support to the Head of Equity Research and research analysts, including meeting and travel coordination, expense and invoice processing, database and records maintenance, office management, HR initiatives, and special projects. The role requires discretion, strong organization, communication, prioritization, and proficiency with Microsoft Office tools in a fast-paced financial services environment.

Supports advisor recruiting through cold and warm outreach, prospect qualification, email campaigns, CRM and pipeline management, market research, meeting coordination, and campaign reporting. The role also provides administrative and event support to the business development and recruiting team while handling confidential prospect information. It is designed for an early-career professional with sales, business development, recruiting, or client-facing experience and an interest in wealth management.

Analyzes financial and market data, tracks capital markets and competitor trends, prepares investor relations reports and disclosure materials, summarizes analyst consensus estimates, and supports financial reporting. The role collaborates with Finance, Legal, and other stakeholders, develops briefing materials, improves reporting processes, and handles sensitive information confidentially.

Processes mutual fund and GIC transactions, investigates order rejections, coordinates confirmations and wire instructions, reconciles client accounts, manages departmental payables, processes commissions and trailer fees, monitors disclosure delivery, and administers account changes. The role communicates with portfolio managers, investment advisors, and fund manufacturers while maintaining high accuracy and meeting strict deadlines.

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.

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.

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.