Investment Associate

Canaccord Genuity Group Inc.; Oakville; On-site; CAD 100,000 - 140,000; Full time

Job summary

Canaccord Genuity Group Inc. is seeking a proactive, detail-oriented portfolio professional to manage day-to-day portfolio needs, execute trades, rebalance portfolios, and prepare client reports in a fast-paced investment environment in Oakville, Ontario.

You will work with Portfolio Managers, support onboarding and client communications, and contribute to investment proposals. Strong client focus and collaboration with team members are essential.

Qualifications

• Minimum of 5 years of investment or wealth management experience.
• Licensed as a Registered Representative under CIRO.
• Strong understanding of portfolio management, market fundamentals, and risk management.
• Excellent communication and interpersonal skills;
• Excellent organizational skills with attention to detail.

Responsibilities

• Execute equity, fixed income, and FX trades across client accounts, aligning with Portfolio Manager direction.
• Invest incoming funds and rebalance portfolios while analyzing diversification and allocation drift.
• Perform equity analysis to support portfolio strategy and decisions.
• Manage day-to-day portfolio administration, including onboarding support for new and transferring clients.
• Prepare customized client reports, portfolio reviews, and market summaries.
• Assist in developing investment proposals for prospective clients.
• Communicate with clients regarding trades, activity, and market developments.
• Participate in special projects such as large-scale account transfers and mandate reviews.
• Provide ad hoc support to Portfolio Managers as needed.

Skills

Portfolio management

Risk management

Communication

Client relations

Education

CIRO Registered Representative license

Tools

Dataphile

netx360

Envestnet

Maximizer

Salesforce

Job description

Salary Range:

$100,000 - $140,000

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 providing innovative, bespoke solutions. Our entrepreneurial and friendly team will challenge you to learn and grow every day. We value excellence and collaboration. We’re looking for talented people who thrive in a dynamic environment and want to have an impact with innovative ideas and best practices.

At CG, we believe 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.

We are looking for a proactive, detail-oriented, and analytical professional who thrives in a fast-paced, investment-focused environment. The ideal candidate takes ownership and accountability for day-to-day portfolio needs, executes trades with precision, ensures alignment with portfolio mandates, and contributes to process improvements and being a team player. Strong communication, relationship-building, and organizational skills, along with a collaborative and client-focused mindset, are essential.

Responsibilities:

• Execute equity, fixed income, and FX trades across client accounts, monitoring security prices to support timely entry and exit decisions aligned with Portfolio Manager direction.
• Invest incoming funds and rebalance portfolios while analyzing diversification and identifying allocation drift.
• Perform equity analysis to support portfolio strategy and investment decision-making.
• Manage day-to-day portfolio administration, including onboarding support for new and transferring clients.
• Prepare customized client reports, portfolio reviews, market updates, and financial summaries.
• Assist in the development and presentation of investment proposals for prospective clients.
• Communicate with clients regarding trades, portfolio activity, and market developments.
• Participate in special projects such as large-scale account transfers, tax-loss selling, and mandate reviews.
• Provide ad hoc support to Portfolio Managers as needed.

Skills & Qualifications:

• Licensed as a Registered Representative under CIRO.
• Minimum of 5 years of relevant investment or wealth management experience.
• Strong understanding of portfolio management, market fundamentals, and risk management.
• Excellent communication and interpersonal skills;
• Excellent organizational skills, with a strong attention to detail;
• Positive, proactive attitude and ability to work both independently and collaboratively with team members and clients at different levels.
• Demonstrated ability to meet deadlines, take initiatives and manage competing priorities;
• Strong organizational skills with the ability to multi-task and work under pressure.
• Knowledge of Dataphile, netx360, Envestnet, Maximizer or Salesforce is an asset.

#LI-VP1 #LI-Onsite #INDHP

All applications will be held in strict confidence.

In order to be considered for employment, candidates selected for interviewswill be required to show proof of citizenship, permanent residence or eligibility to work in Canada with no restrictions.

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.

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.