Associate, Account Transfers

Canaccord Genuity Group Inc.; Toronto; On-site; CAD 50,000 - 55,000; Full time

Job summary

Canaccord Genuity Corp. in Canada is seeking an Associate in Account Transfers to join the Transfers Department in Toronto or Vancouver. This full-time, permanent role reports to the Supervisor, Client Account Transfers.

The position supports day-to-day transfer inquiries, maintains transfer systems, and ensures accurate processing of ATON and non-ATON transfers. Candidates should have 1–3 years in administration and strong communication skills.

Qualifications

• 1–3 years administrative and data processing experience in a brokerage setting.
• Excellent verbal and written communication skills.
• Customer service oriented with professional telephone demeanor.
• Ability to meet strict deadlines in a fast-paced environment.
• Familiarity with industry systems and regulative processes.

Responsibilities

• Handle day-to-day inquiries from internal and external sources and escalate as needed.
• Serve as subject matter expert on transfer-related processes.
• Keep departmental resources current and accurate.
• Participate in departmental reporting when required.
• Process and reconcile account transfers and related Balances.

Skills

Verbal and written communication

Customer service

Telephone manner

Work under pressure

MS Office (Word, Excel, Outlook)

Learning new systems

Adaptability

Tools

Dataphile

ARROW

CDS

DTC

FundSERV

Job description

Who we are

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.

Salary Range

$50,000 – $55,000

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 looking for an Associate, Account Transfers to join our Transfers Department in Vancouver or in Toronto. This is a full‑time, permanent role; applicants from both locations will be considered. The role will be reporting to the Supervisor, Client Account Transfers.

Responsibilities

• Receive and respond to day‑to‑day inquiries/requests from internal and external sources and escalation issues accordingly;
• Act as a subject matter expert on all transfer related processes;
• Ensure departmental resources are kept current;
• Participate in departmental statistical reporting when required;
• Receive in and deliver out residual balances;
• Set up CDS, DTC and ARROW trades as required;
• Post journal entries;
• Initiate account transfers (ATON in and out; Non‑ATON in and out);
• Follow up through phone, fax or email on all incoming outstanding transfers for the sole purpose of bringing in the assets;
• Follow up through phone, fax or email on all outgoing outstanding transfers for the sole purpose of sending out the assets;
• Perform additional responsibilities and project related tasks as required.

Skills & Qualifications

• 1–3 years administrative and data processing experience, preferably within the brokerage industry;
• Excellent verbal and written communication skills;
• Customer service oriented with professional telephone manner;
• Ability to work under high pressure and meet strict deadlines in a busy and fast‑paced environment;
• Ability to demonstrate flexibility and deal with simultaneous priorities, pressures and deadlines;
• Excellent problem‑solving skills;
• Excellent prioritization and organizational skills;
• Willingness to adapt to changing processes and industry regulations;
• Intermediate MS Office skills (Word, Excel and Outlook);
• Flexibility to work additional hours, if required;
• Familiarity with Dataphile, ARROW, CDS, DTC and FundSERV is an asset;
• Ability and willingness to learn new systems applications.

All applications will be held in strict confidence.

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.

Protecting your online safety

Canaccord Genuity and its affiliates do not use text messages for recruitment purposes. If you have received a text message claiming to be from CG or an authorized representative regarding job recruitment, please treat as fraudulent and do not respond.