Teams at Canaccord Genuity

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.