Associate, Accounts Services

Salary Range: $45,000 - $49,000

We strongly encourage applications from all qualified individuals regardless of race, religion, colour, national origin, gender, sexual orientation, age, marital status, or disability status.

Canaccord Genuity provides an accessible candidate experience. If you need any accommodations throughout the interview process and beyond, please let us know.

• Perform credit checks and corporate searches.
• Process incoming documents and review account opening packages to ensure proper compliance with regulatory, anti‑money laundering, FATCA, and tax requirements.
• Respond to incoming inquiries with prompt, courteous, and accurate information, escalating all issues/inquiries to senior staff members when appropriate.
• Complete small projects on an ad‑hoc basis.
• Prepare document packages for the scanning process.
• Prepare client copies and welcome packages for mailing.
• Cross‑train on related positions within the team.
• Provide back‑up support to other team members as necessary.

• Knowledge of the brokerage industry and previous experience in a back‑office environment is an asset.
• Detail‑oriented and accurate.
• Excellent organizational and time‑management skills.
• Superior customer service skills.
• Proactive and able to work well in a team environment.
• Proficiency with MS Word, Excel and Outlook.
• Experience with Dataphile and Hummingbird is also an asset.

In order to be considered for employment, candidates selected for interviews will be required to show proof of citizenship, permanent residence, or eligibility to work in Canada with no restrictions.

All applications will be held in strict confidence. We wish to thank all candidates for their interest but only those applicants selected for an interview will be contacted. No phone calls please.