SummaryThe Cash Management Group at Canaccord Genuity is seeking a highly driven and experienced Senior Investment Associate to support our Institutional Investment Advisors and broader Private Wealth platform. Our team manages over $7 billion in client assets and is built on a foundation of collaboration, accountability, and exceptional client service.This is a senior, hands‐on role that blends client service, operations, leadership, and product coordination. You will act as a key partner to Investment Advisors, lead and mentor a team of Associates and Client Service/Operations professionals, and work closely with external partners and issuers to bring investment solutions to our clients.The ideal candidate is detail‐oriented, proactive, and thrives in a fast‐paced, high‐performance environment while maintaining a strong client‐first mindset.This role is fully onsite at our downtown Vancouver office.Key ResponsibilitiesOversee preparation of client deliverables including investment proposals, portfolio reviews, and reporting materialsOversee account lifecycle management including onboarding, transfers, maintenance, and documentation in accordance with regulatory requirementsEnsure accuracy and timeliness of transactions including deposits, withdrawals, and trade instructionsMaintain high‐quality client records across Salesforce and internal systemsPartner with internal teams (trading, compliance, operations) to ensure efficient execution and issue resolutionSupport Advisors in managing pipelines, tracking client activity,



and coordinating prospect engagementAssist in preparing materials for prospective clients and institutional relationshipsTrack and report on key business metrics (calls, meetings, conversion, etc.)Liaise with external partners, issuers, and product providers to source and structure investment solutionsSupport product due diligence, onboarding, and ongoing coordination with partnersStay informed on market trends and investment products relevant to client needsIdentify and implement process improvements to enhance efficiency, scalability, and client experienceLeverage systems (CRM, Excel, reporting tools) to improve data tracking and workflow automationProvide senior‐level support to Institutional Investment Advisors, ensuring seamless execution of client strategies and requestsAct as a key point of contact for high‐value clients, ensuring timely, professional communication and follow‐upCoordinate and support client meetings and sales road trips, including preparation of materials and post‐meeting executionLead, mentor, and develop a team of Associates and Client Service/Operations professionalsEstablish workflows, delegate responsibilities, and ensure high standards of performance and accountabilitySupport training and onboarding of new team membersDrive a culture of continuous improvement, collaboration,



and operational excellenceSkills & QualificationsUndergraduate degree or higher level of educationRegistered Representative licensing under CIRO5–7+ years of experience in private wealth, institutional support, or investment operationsDemonstrated experience leading or mentoring junior team membersStrong leadership and team management skillsExceptional organizational and multitasking abilitiesHigh attention to detail and accuracyExcellent verbal and written communication skillsStrong client service mindset with the ability to manage high‐value relationshipsProactive, self‐starter with a strong work ethicAdvanced proficiency in ExcelExperience with CRM systems (e.G., Salesforce) and internal wealth platformsComfort working with cloud‐based tools and reporting systemsWhat We OfferEmployee Stock Purchase PlanRRSP matchingDaily healthy snacks, weekly catered lunches, and in‐office massagesTeam events and a highly collaborative cultureA growth‐oriented environment with robust mentorship and career development opportunitiesCanaccord Genuity Corp. welcomes and encourages applications from all qualified individuals including persons with disabilities. We will provide reasonable accommodations upon request for candidates taking part in all aspects of the recruitment and selection cycle.In order to be considered for employment at Canaccord Genuity, candidates selected for interviews will be required to show proof of citizenship, permanent residence or eligibility to work in Canada with no restrictions.

📌 Senior Investment Associate | Cash Management Group (Vancouver)
🏢 Canaccord Genuity Group
📍 Vancouver