Associate, New Accounts Services

Canaccord Genuity Group Inc.; Toronto; On-site; CAD 80,000 - 110,000; Full time

Job summary

Canaccord Genuity Group Inc. is seeking an entry-level Associate for New Accounts Services in Toronto. This role involves performing credit checks, ensuring compliance with regulations, and supporting team operations to deliver effective client services in a fast-paced financial environment.

Responsibilities

• Perform credit checks and corporate searches.
• Review account opening packages for compliance.
• Respond to inquiries promptly and accurately.
• Prepare document packages for scanning.
• Provide backup support to team members.

Skills

Detail-oriented

Organizational skills

Time management

Proactive team player

Tools

MS Word

Excel

Outlook

Dataphile

Hummingbird

Job description

Join to apply for the Associate, New Accounts Services role at Canaccord Genuity Group Inc.

Canaccord Genuity (CG) is a leading independent full-service financial services firm, operating in wealth management and capital markets. We are committed to building lasting client relationships by providing comprehensive wealth management solutions and investment banking services. Our team values innovation, collaboration, and diversity, and we encourage applications from all qualified individuals.

Our Canadian operation, Canaccord Genuity Corp., is seeking an Associate, New Accounts Services to join our Toronto team.

Responsibilities :

• Perform credit checks and corporate searches;
• Review account opening packages to ensure compliance with regulatory, anti-money laundering, FATCA, and tax requirements;
• Respond to inquiries promptly and accurately, escalating issues when necessary;
• Complete small projects as needed;
• Prepare document packages for scanning;
• Prepare client copies and welcome packages for mailing;
• Cross-train within the team;
• Provide backup support to team members.

Skills & Qualifications :

• Knowledge of the brokerage industry and back-office experience is an asset;
• Detail-oriented and accurate;
• Excellent organizational and time management skills;
• Proactive team player;
• Proficiency with MS Word, Excel, and Outlook;
• Experience with Dataphile & Hummingbird is an asset.

Note : Canaccord Genuity does not use text messages for recruitment. Be cautious of fraudulent messages claiming to be from CG. Only candidates selected for interviews will be contacted. Proof of eligibility to work in Canada is required for employment consideration.

Additional Information :

• Seniority level : Entry level
• Employment type : Full-time
• Job function : Sales and Business Development

Salary : $80,000.00-$110,000.00

This job is active and accepting applications.