Investment Advisor Assistant

CGC Canaccord Genuity Corp.; Ottawa; Sur place; CAD 55 000 - 70 000; Plein temps

Avantages offerts par ce poste

Health and dental benefits (Manulife)

Employee Stock Purchase Program

Education reimbursement

Paid time off

Résumé du poste

Canaccord Genuity Corp. in Ottawa seeks an organized Investment Advisor Assistant to support The Lonsdale Financial Group in building client relationships and sustaining a robust wealth management practice.

You will process orders, keep records, prepare KYC updates, manage scheduling, and deliver professional client service with strict confidentiality, while coordinating across advisers and staff to meet growing client needs.

Qualifications

• CIRO Investment Representative license is preferred; candidates working toward the license are encouraged to apply.
• 2–3 years of related administrative experience in the securities industry.
• Excellent written, verbal and interpersonal communication skills.
• Strong organizational and prioritization abilities with high accuracy and attention to detail.
• Ability to handle confidential information and work independently with clients at all levels.
• Proficiency in Microsoft Office (Outlook, Excel, Word, PowerPoint).

Responsabilités

• 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.

Connaissances

CIRO Investment Representative license

Administrative experience

Microsoft Office proficiency

Outils

Dataphile

Envestnet

Salesforce

netx360

Description du poste

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.

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.