Associate, Mutual Funds & Gics (Vancouver)

Associate, Mutual Funds & Gics (Vancouver)

03 Oct
|
CGC Canaccord Genuity
|
Vancouver

03 Oct

CGC Canaccord Genuity

Vancouver

Salary Range: $50,000 to $55,000Who 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. Our success is built on deep sector expertise, strong relationships, and a commitment to delivering value across our business - for clients, colleagues, partners, and stakeholders.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 the people and markets we serve, and bringing thoughtful and innovative, solutions to our work.Our entrepreneurial and collaborative culture will challenge you to learn and grow every day. We value great work and are looking for talented people who thrive in a fast-paced environment and want to make an impact through innovative ideas, sound judgement and industry leading best practices. Come be a part of our Canadian success story and help contribute to the work that drives our business forward. 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 accommodation throughout the interview process and beyond, please let us know.Our Canadian operation, Canaccord Genuity Corp., is currently looking for an Associate to join our Mutual Funds & GICs team on a full time permanent basis. Reporting to the Manager, Mutual Funds & GICs, the Associate is responsible for handling daily mutual fund and GIC transactions as well as effectively communicating with portfolio managers,



investment advisors and fund manufacturers.Responsibilities:Execute mutual fund and GIC transactions with a high level of accuracyAnalyze mutual fund order rejections and communicate back to investment advisors and fund manufacturersInitiate trade confirmation and wire payment instructions to GIC issuersReconcile and maintain client accounts to match fund manufacturer and GIC issuer recordsManage accounts payable for the departmentProcess mutual fund commissions and trailer fees Monitor fund disclosure document delivery failuresAdminister non-financial changesAssist with other department functions as requiredSkills & Qualifications:5 years of previous experience in a finance or accountancy role preferredVery strong attention to detail and accuracyAbility to learn quickly, work under pressure and meet strict deadlines in a fast-paced environmentExcellent verbal and written communication skillsEffective analytical and problem-solving abilitiesPositive and proactive attitudeProficiency in Microsoft OfficeExperience with Dataphile and FundSERV an asset. #LI-SK1 #LI-Onsite #INDHPAll 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.Through its principal subsidiaries, Canaccord Genuity Group Inc. ("Company") is a leading independent, full-services financial firm, with operations in two principal segments of the securities industry: wealth management and capital markets Since its establishment in 1950, the Company has been driven by an unwavering commitment to building lasting client relationships. We achieve this by generating value for our individual, institutional and corporate clients through comprehensive investment solutions, brokerage services and investment banking services. The Company has Wealth Management offices located in Canada, the UK, Guernsey, Jersey, the Isle of Man and Australia. Canaccord Genuity, the international capital markets division, operates in North America, UK & Europe, Asia, Australia and the Middle East.

📌 Associate, Mutual Funds & Gics (Vancouver)
🏢 CGC Canaccord Genuity
📍 Vancouver

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