Associate, Client Services - CG Direct

CGC Canaccord Genuity Corp.; Montreal (administrative region); On-site; CAD 42,000 - 64,000; Full time

Job summary

Canaccord Genuity Group Inc. is seeking a detail-oriented Associate, Customer Service for CG Direct in Montreal.

You will build trusted client relationships, respond to inquiries via phone, email and chat, and assist with onboarding for new account applications. The role requires strong communication, problem-solving skills, and the ability to work both independently and as part of a team in a fast-paced environment.

Qualifications

• Bilingual in English and French is required.
• Experience in relationship and account management in securities is a plus.
• Ability to support client services on multiple projects concurrently.
• MS Office proficiency; Dataphile or SharePoint experience is a plus.

Responsibilities

• Build trusted relationships and solve client problems via calls, emails, and chats.
• Provide onboarding assistance for new CG Direct account applications.
• Contribute to day-to-day client service team operations.

Skills

Bilingual English/French

Relationship management

Account management

Client service

Problem solving

Interpersonal skills

Discretion

Team collaboration

Communication skills

Crucial conversations

Education

Canadian Investment Regulatory Exam (CIRE)

Derivatives Fundamentals and Options Licensing Course (DFOL)

Futures Licensing Course (FLC)

Tools

MS Office

Dataphile

SharePoint

Job description

Summary

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 self-directed division, CG Direct (“CGD”), is currently looking for a detail-oriented candidate with outstanding communication skills. This role requires curiosity, efficiency, prioritization and a passion for problem-solving.

Responsibilities

• Build trusted relationships and problem-solve with clients via phone calls, emails and chats. Understand client needs and provide assistance to their requests for CG Direct
• Provide onboarding assistance for new account applications for CG Direct
• Contribute to the client service team in the day-to-day operational and administrative tasks

Skills & Qualifications

• Fluently bilingual in English and French is a must
• Relationship/Account management experience in the securities industry is an asset
• have or be willing to develop a detailed understanding of how best to support our client services department
• Completion of the Canadian Investment Regulatory Exam (CIRE) is an asset
• Completion of the Derivatives Fundamentals and Options Licensing Course (DFOL) and Futures Licensing Course (FLC) is an asset
• Excellent problem-solving skills
• Strong interpersonal skills
• comfortable with crucial conversations
• Demonstrated ability to work effectively on teams as well as independently on multiple projects at a time
• Ability to demonstrate discretion when dealing with matters of a confidential or sensitive nature
• Advanced proficiency with MS Office applications
• Experience with financial applications such as Dataphile, or SharePoint applications would be a definite asset

Associé, Services à la clientèle - CG Direct Montréal, QC Résumé

Établir des relations de confiance avec les clients, tout en résolvant leurs problèmes, par le biais d’appels téléphoniques, de courriels et de discussion. Comprendre les besoins des clients et fournir une assistance à leurs demandes pour le compte de CG Direct

Fournir une assistance à l’intégration relative aux demandes de nouveaux comptes pour CG Direct

Contribuer avec l’équipe du service à la clientèle aux tâches opérationnelles et administratives quotidiennes

Exécuter des projets spéciaux et des tâches ponctuelles selon les exigences

Compétences et qualifications

• Parfaitement bilingue en anglais et en français
• Posséder de l’expérience en gestion des relations et en gestion de comptes dans le secteur des valeurs mobilières est un atout
• vous avez une compréhension approfondie de la meilleure façon de soutenir les services aux clients ou êtes disposé à acquérir une telle compréhension
• La réussite de l’examen canadien de réglementation des investissements (ECRI) est un atout
• La réussite du Cours d’initiation aux produits dérivés et sur la négociation des options (PDNO) et du Cours sur la négociation des contrats à terme (CNCT) est requise
• Posséder d’excellentes compétences en résolution de problèmes
• Avoir de solides compétences interpersonnelles
• être à l’aise dans les conversations essentielles
• Avoir la capacité éprouvée de travailler efficacement en équipe et de façon indépendante sur plusieurs projets à la fois
• Pouvoir faire preuve de discrétion lorsqu’il s’agit de questions de nature confidentielle ou délicate
• Maîtrise des applications MS Office
• Avoir de l’expérience dans l’utilisation des applications financières ainsi que des applications Dataphile ou SharePoint est un atout indéniable

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.

Through its principal subsidiaries, Canaccord Genuity Group Inc. (“Company”) is a leading independent, full-services financial firm, with operations in two principal segments of the securities industry: wealth management and capital markets Since its establishment in 1950, the Company has been driven by an unwavering commitment to building lasting client relationships. We achieve this by generating value for our individual, institutional and corporate clients through comprehensive investment solutions, brokerage services and investment banking services. The Company has Wealth Management offices located in Canada, the UK, Guernsey, Jersey, the Isle of Man and Australia. Canaccord Genuity, the international capital markets division, operates in North America, UK & Europe, Asia, Australia and the Middle East.