Teams at Canaccord Genuity

Provides administrative and project support to Investment Advisors, including calendar management, client communication, correspondence, reports, account applications, KYC updates, expense reports, records maintenance, and transaction processing. The role supports client relationships and wealth management operations while maintaining confidentiality and working onsite in Waterloo.

Creates and produces print and digital marketing materials, advisor communications, web assets, social content, presentations, and event collateral. Partners with marketing stakeholders, manages multiple projects, applies brand systems, prepares production-ready artwork, coordinates print vendors, and maintains organized creative assets. The role requires strong design fundamentals, Adobe Creative Cloud proficiency, attention to detail, and the ability to independently manage projects from brief through completion.

Supports enterprise data platforms, ETL processes, reporting environments, and data integration initiatives. Responsibilities include monitoring data loads, troubleshooting database and reporting issues, developing SQL queries and procedures, validating data, creating Power BI dashboards, supporting Snowflake and Microsoft data platforms, and contributing to data governance, migration, automation, and quality improvements.