Investment Associate - Portfolio Management & Trading

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

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.