Investment Associate

Canaccord Genuity Group Inc.•Vancouver, BC

23h•CA$50,000 - CA$60,000•Onsite

About The Position

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 providing innovative, bespoke solutions. Our entrepreneurial and friendly team will challenge you to learn and grow every day. We value excellence and collaboration. We’re looking for talented people who thrive in a dynamic environment and want to have an impact with innovative ideas and best practices. At CG, we believe 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 accommodation throughout the interview process and beyond, please let us know. We are looking for a detailed-oriented, proactive individual with strong analytical skills to join one of our largest advisor teams, The LePoidevin Group, in Vancouver. Led by David LePoidevin, our high performing team was awarded the Wealth Professionals 2025 Advisory Team of the Year.

Requirements

Minimum 1-2 years of wealth management experience
Intermediate to advanced computer skills, especially Microsoft Excel along with a good working knowledge of MS Office programs
CIRO Licensed as an Investment Representative required and Registered Representative preferred
Well-rounded knowledge of the securities industry
Excellent communication and interpersonal skills
Excellent organizational skills, with a strong attention to detail
Demonstrated ability to meet deadlines, take initiatives and multi-task
Ability to work independently and effectively with employees and clients at all levels

Nice To Haves

Experience with Dataphile, Salesforce and netx360 would be an asset.

Responsibilities

Working directly with our team and portfolio managers where the focus is on trade reconciliation and settlement, trade allocation uploads and other trade spreadsheets preparation.
Support daily trading activities by coordinating trade execution and allocations.
Prepare, validate, and upload trade allocation files for block trades across multiple portfolios.
Assist with foreign exchange (FX) preparation, including building and preparing Excel spreadsheets for currency conversions.
Monitor daily cash balances across client accounts and execute money market trades as needed.
Perform trade-related calculations and reconciliation of discrepancies.
Ensure accuracy and completeness of all trade files prior to submission.
Monitor daily trading activity to identify and resolve discrepancies in a timely manner.