Investment Advisor Assistant

Canaccord Genuity Group Inc.; Ottawa; On-site; CAD 55,000 - 70,000; Full time

Benefits offered by this job

Performance-based bonuses

Health and dental benefits

Employee stock purchase program

Education reimbursement

Job summary

Canaccord Genuity Corp. in Ottawa seeks an organized Investment Advisor Assistant to support The Lonsdale Financial Group. You will help build client relationships, process transactions, and maintain records with discretion in a fast-paced wealth-management environment.

Ideal candidates have 2–3 years of administrative experience in securities and may hold or be pursuing a CIRO Investment Representative license. This in-office role emphasizes collaboration and accuracy.

Qualifications

• 2–3 years of related administrative experience, ideally within the securities industry.
• CIRO Investment Representative license preferred; candidates working toward license are welcome.
• Excellent written, verbal and interpersonal communication skills.

Responsibilities

• Support Investment Advisors in building client relationships and a sustainable wealth management business.
• Assist with processing and confirming client transactions, provide quotes and execute trading orders as needed.
• Maintain account lists, databases and records, and compile statistical information and reports.
• Prepare new account applications and KYC updates, and process and follow up on documentation to maintain client accounts.
• Provide professional, efficient client service while maintaining confidentiality.
• Provide day-to-day administrative and special project support, managing multiple priorities effectively.
• Manage Investment Advisors’ calendars, coordinate client meetings and appointments, and resolve scheduling conflicts.

Skills

Administrative skills

Communication skills

Organizational skills

Discretion

Tools

Microsoft Office

Dataphile

Envestnet

Salesforce

netx360

Job description

Who we are

Canaccord Genuity (CG) is a leading independent, full-service financial services firm with a strong presence across wealth management and capital markets. We are built on long-term client relationships, entrepreneurial thinking, and a commitment to delivering tailored solutions for individual, institutional, and corporate clients. With a collaborative culture and global perspective, we bring together deep industry expertise, innovative ideas, and a client-first approach to help our clients achieve their goals.

Who we are

Canaccord Genuity (CG) is a leading independent, full-service financial services firm with a strong presence across wealth management and capital markets. We are built on long-term client relationships, entrepreneurial thinking, and a commitment to delivering tailored solutions for individual, institutional, and corporate clients. With a collaborative culture and global perspective, we bring together deep industry expertise, innovative ideas, and a client-first approach to help our clients achieve their goals.

Our people are at the heart of our success. At CG, you will be part of a team that values collaboration, accountability, and continuous learning. We move quickly, encourage fresh thinking, and empower our employees to contribute meaningful work in an environment that is professional, supportive, and focused on delivering exceptional results for our clients.

About The Role

Canaccord Genuity Corp., our Canadian operation, is seeking an organized, detail-oriented Investment Advisor Assistant to join The Lonsdale Financial Group in Ottawa. Led by established Senior Wealth Advisor and Portfolio Manager Brian Lonsdale, the group serves individuals, families and businesses with a forward-thinking approach grounded in realism, caution and accountability. In this role, you will help build and maintain strong client relationships, bringing exceptional multitasking and interpersonal skills to a growing team and office.

What you’ll be doing

• Support Investment Advisors in building client relationships and a sustainable wealth management business.
• Assist with processing and confirming client transactions, provide quotes and execute trading orders as needed.
• Maintain account lists, databases and records, and compile statistical information and reports.
• Prepare new account applications and KYC updates, and process and follow up on documentation to maintain client accounts.
• Provide professional, efficient client service while maintaining confidentiality.
• Provide day-to-day administrative and special project support, managing multiple priorities effectively.
• Manage Investment Advisors’ calendars, coordinate client meetings and appointments, and resolve scheduling conflicts.

Who you are

• Holding a CIRO Investment Representative license is preferred; candidates working toward their license are also welcome to apply.
• 2–3 years of related administrative experience, ideally within the securities industry.
• Excellent written, verbal and interpersonal communication skills.
• Strong organizational and prioritization skills, with exceptional accuracy and attention to detail.
• Proven ability to take initiative, manage multiple tasks and meet deadlines.
• Discretion in handling sensitive and confidential information.
• Ability to work independently and effectively with employees and clients at all levels.
• Intermediate to advanced computer skills and a solid working knowledge of Microsoft Office.

Nice to Have

• Broad applicable knowledge of the securities industry.
• Experience using Dataphile, Envestnet, Salesforce or netx360.
• Licensed to trade for U.S. clients, or willing to obtain the applicable U.S. license.

Work Arrangement

This role is expected to be in-office to support collaboration, team connectivity, and day-to-day business needs. The successful candidate should be comfortable working on-site on a regular basis, with any flexibility determined by the nature of the role, business requirements, and manager approval.

Total Rewards

The expected base salary for this role is $55,000 - $70,000 and will be based on the successful candidate’s skills, experience, and qualifications. In addition to base salary, Canaccord Genuity offers a competitive total rewards package, which may include:

• Performance-based bonuses, health and dental benefits offered through Manulife, and paid time off.
• An Employee Stock Purchase Program with employer stock matching and additional employee benefits designed to support overall well-being.
• Education reimbursement to support continuous learning and future career development.

At CG, we are committed to fostering an inclusive, accessible, and respectful workplace where diverse perspectives are valued. We welcome applications from all qualified individuals and will provide accommodations throughout the recruitment process upon request.

#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.