11 Sep
|
Canaccord Genuity Group
|
Toronto
11 Sep
Canaccord Genuity Group
Toronto
Who we areCanaccord 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 cutting-edge, 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.Pinnacle Correspondent Services (Pinnacle), a division of Canaccord Genuity Corp. (Canaccord Genuity), is looking for a dedicated and solution‑oriented individual to provide premier customer service to our clients. The business hours for this role are 8:00 am – 4:00 pm EST.ResponsibilitiesSupervise day to day workflow between Pinnacle clients and Canaccord OperationsReceive and respond to day‑to‑day inquiries/requests from clients, internal partners, and manage or elevate client issues accordingly; Ensure action items are completed in a timely manner, and follow timeframes outlined in client Service Level Agreements; Act as a subject matter expert, understanding the various integration points and key business processes of assigned Pinnacle clients; Coordinate processesaround calendar and fiscal year‑end deadlines for Pinnacle clients; Prepare monthly, quarterly and annual reports as required; Assist with processing money movements, securities transactions, reconciliation and correcting transactions for client accounts; Provide assistance to clients in completing Canaccord Genuity documentation and
📌 Associate, Relationship Manager (Toronto)
🏢 Canaccord Genuity Group
📍 Toronto