Investment Advisor Assistant – Client Services (Canada)

Investment Advisor Assistant – Client Services (Canada)

02 Nov
|
Canaccord Genuity
|
Canada

02 Nov

Canaccord Genuity

Canada

Canaccord Genuity Corp. in Ottawa is seeking an organized Investment Advisor Assistant to support The Lonsdale Financial Group in an in-office capacity. The role emphasizes client relationships, transaction processing, KYC updates, and general admin support for a growing wealth team.

Ideal candidates have 2–3 years of securities administration, robust communication, and meticulous attention to detail. CIRO Investment Representative license is preferred, with willingness to pursue licensing if

📌 Investment Advisor Assistant – Client Services (Canada)
🏢 Canaccord Genuity
📍 Canada

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