Credit Specialist

Canaccord Genuity Group Inc.; Vancouver; On-site; CAD 65,000 - 70,000; Full time

Job summary

A leading independent financial services firm in Canada is seeking a Credit Specialist in Vancouver. The role involves monitoring credit reports, ensuring compliance, and overseeing accounts to minimize exposure. Ideal candidates will have strong organizational and communication skills, along with a background in the brokerage industry. Join a dynamic team committed to client relationships and innovative solutions.

Qualifications

• Minimum two years of experience in the brokerage industry or related fields.
• Thorough knowledge of cash and margin rules and regulations.

Responsibilities

• Monitor daily credit reports including Cash and Margin Reports.
• Communicate with Investment Advisors to ensure prompt settlement of accounts.
• Initiate sell-outs where overdue accounts have not been resolved.

Skills

Organizational Skills

Communication

Problem-Solving

Judgment

Tools

MS Office

Dataphile

Job description

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Canaccord Genuity Group Inc. provided pay range

This range is provided by Canaccord Genuity Group Inc.. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

Base pay range

65,000.00 / yr - $70,000.00 / yr

Salary Range : $65,000 - $70,000

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.

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 seeking an experienced Credit Specialist to join us in our Vancouver office. This role will report into the VP, Credit based in Vancouver. The successful candidate will be responsible for monitoring of Credit reports and ensuring compliance with regulatory agencies, ensuring timely settlement of accounts and safeguarding of the firm’s capital.

Responsibilities :

• Monitor daily credit reports including Cash and Margin Reports;
• Communicate with Investment Advisors to ensure prompt settlement of accounts;
• Initiate sell-outs where overdue accounts have not been resolved or margin calls have not been met;
• Oversee accounts which are highly leveraged or concentrated in one security to minimize the firm’s overall exposure;
• Respond to ongoing market fluctuations of individual accounts or particular securities that represent special credit risks;
• Assess acceptability of Buy / Short Sell orders that are entered through the Order Management System according to the size and suitability of the trade;
• Approve withdrawal of funds or securities from client accounts;
• Respond to inquiries from Investment Advisors pertaining to Credit Issues.

Skills & Qualifications :

• Minimum two years of experience in the brokerage industry or related fields ;
• Thorough knowledge of cash and margin rules and regulations;
• Strong organizational skills complemented by the ability to work well under pressure and meet deadlines;
• A self-starter with the ability to excel in a high-volume work environment;
• Ability to take initiative and make sound decisions based on good judgment;
• Good communication and interpersonal skills;
• Excellent problem-solving skills;
• Advanced MS Office (Word, Excel, Outlook) skills;
• Knowledge of Dataphile as well as Industry-related courses is an asset.

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.

INDHP

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.

We wish to thank all candidates for their interest but only those applicants selected for an interview will be contacted. No phone calls please. Thank you for your understanding.

Seniority level

Seniority level

Mid-Senior level

Employment type

Employment type

Full-time

Job function

Job function

Finance and Sales

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