Administrative Assistant, Wealth Management

Canaccord Genuity (CG) is a leading independent full-service financial services firm, with operations in two principal segments of the securities industry: wealth management and capital markets. CG is driven by an unwavering commitment to build lasting client relationships - we achieve this by generating value for our individual, institutional, and corporate clients through comprehensive wealth management solutions and investment banking services.

We are a leading independent wealth management firm in Canada, and the leading mid-market provider of investment banking advisory, equity research, sales and trading services for corporations and institutions.

Canaccord Genuity (CG) is a leading independent full-service financial services firm, with operations in two principal segments of the securities industry: wealth management and capital markets. CG is driven by an unwavering commitment to build lasting client relationships - we achieve this by generating value for our individual, institutional, and corporate clients through comprehensive wealth management solutions and investment banking services.

We are a leading independent wealth management firm in Canada, and the leading mid-market provider of investment banking advisory, equity research, sales and trading services for corporations and institutions. We pride ourselves on understanding our clients’ needs and finding innovative, bespoke solutions. Our entrepreneurial and friendly team will challenge you to learn and grow every day. We value great work and collaboration and strive to eliminate bureaucratic thinking.

We’re looking for talented people who thrive in a fast-paced environment and want to have an impact with innovative ideas and best practices. Come be a part of our Canadian success story and help deliver superior experiences for our clients. At CG, we recognize that diversity across our business strengthens our client relationships and enables more innovative solutions. We strongly encourage applications from all qualified individuals regardless of race, religion, colour, national origin, gender, sexual orientation, age, marital status, or disability status.

CG provides an accessible candidate experience. If you need any accommodations throughout the interview process and beyond, please let us know. Our Canadian operation, Canaccord Genuity Corp., is currently seeking an organized, proactive and detail-oriented individual to join our growing Wealth Management team in Montreal. The ideal candidate is professional, client-focused, eager to learn and enjoys taking ownership in a fast-paced environment.

• Working directly with a team of Investment Advisors where the focus is on client relationships and building a sustainable wealth management business;
• Assist Investment Advisors with processing and confirming client transactions;
• Deal directly with all clients, provide quotes and execute trading orders;
• Maintain account lists and compile statistical information and reports;
• Process and follow-up on client documentation for proper maintenance of accounts;
• Assist in delivering an exceptional client experience through timely and professional service.
• Support marketing initiatives and other projects that contribute to the growth of the practice
• Perform additional administrative duties as required.

• Professional and confident when interacting with clients and colleagues, with excellent communication and interpersonal skills;
• Positive attitude and willingness to learn;
• Excellent organizational skills, with a strong attention to detail;
• Demonstrated ability to take initiative, anticipate needs, manage competing priorities, and follow through on details
• Ability to work independently, and…