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.
Within CG Wealth Management, the Badger Investment Group (BIG) is seeking a motivated and client-focused Administrative Assistant to join our Edmonton-based advisory team.
At BIG, we’re a collaborative, tight-knit group that takes pride in delivering an exceptional client experience. We thrive in a supportive environment where ideas are shared, initiative is recognized, and professional growth is encouraged.
This is an exciting opportunity to join a dynamic team where your attention to detail, reliability, and proactive approach will make a real impact. As an integral member of our group, you’ll help ensure our operations run seamlessly and contribute directly to the standard of excellence that defines our success.
If you’re someone who brings organization and a positive attitude to everything you do, you’ll find this a great fit.
Responsibilities:
- Provide day-to-day administrative support to the Investment Advisor and team as needed;
- Provide exceptional customer service to clients, including responding to inquiries and requests in a timely and professional manner;
- Prepare new account applications and KYC updates as required;
- Managing multiple priorities with a high-level of task management;
- Assist with maintaining various databases, records and other documents;
- Servicing clients with professionalism, efficiency and upholding confidentiality;
- Assist with processing and confirming client transactions;
- Assist with servicing existing clients;
- Assist with special projects as required.
Skills & Qualifications:
- Willingness to complete CSC and CPH required;
- 1-2 years of general administrative experience;
- Previous knowledge in or interest of securities industries considered an asset;
- Excellent verbal and written communication skills complemented by exceptional interpersonal skills;
- Experience with Dataphile, Salesforce, or netx360 an asset;
- Be resourceful in finding answers to solutions;
- Ability to demonstrate a high level of discretion and confidentiality;
- Detail oriented with strong organizational skills;
- Excellent prioritization skills with the ability to excel under pressure;
- Excellent teamwork skills complemented by the ability to work well independently;
- Intermediate computer skills, proficiency in Microsoft Office programs.
#LI-KT1 #LI-Onsite #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.
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.
