Financial Operations Expert at Canaccord Genuity

Explore a full-time position as a Specialist, Portfolio Operations at Canaccord Genuity in Vancouver or Toronto, focusing on client accounts and operational efficiencies.

This full-time role requires a proactive individual to investigate client issues, execute trades, and manage financial operations effectively. At Canaccord Genuity, your strong attention to detail will be pivotal as you interact with various stakeholders, including portfolio managers. Additionally, you'll be involved in projects designed to streamline processes and enhance service levels across the board.

Key Responsibilities:

• Investigate and resolve client account queries

• Execute bond and mutual fund trades diligently

• Setup and oversee fee-based account calculations

• Allocate trades for equity and preferred shares

• Contribute to projects for efficiency improvements

Requirements:

• Minimum 1 year of experience in finance or accounting

• Bachelor’s degree in Business or Economics preferred

• Excellent analytical and problem-solving skills

• Strong written and verbal communication

• Proficient in Microsoft Office Suite

Leverage your financial acumen and analytical capabilities in this Specialist role with Canaccord Genuity.
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