Canaccord Genuity (CG) is a leading independent, full-service financial services firm with a strong presence across wealth management and capital markets. We are built on long-term client relationships, entrepreneurial thinking, and a commitment to delivering tailored solutions for individual, institutional, and corporate clients. With a collaborative culture and global perspective, we bring together deep industry expertise, innovative ideas, and a client-first approach to help our clients achieve their goals. our Canadian operation, is seeking an organized, detail-oriented Investment Advisor Assistant to join The Lonsdale Financial Group in Ottawa. Led by established Senior Wealth Advisor and Portfolio Manager Brian Lonsdale, the group serves individuals, families and businesses with a forward-thinking approach grounded in realism, caution and accountability. In this role, you will help build and maintain strong client relationships, bringing exceptional multitasking and interpersonal skills to a growing team and office. Support Investment Advisors in building client relationships and a sustainable wealth management business. Maintain account lists, databases and records, and compile statistical information and reports. Prepare current account applications and KYC updates, and process and follow up on documentation to maintain client accounts. Provide day-to-day administrative and special project support, managing multiple priorities effectively. Manage Investment Advisors’ calendars, coordinate client meetings and appointments, and resolve scheduling conflicts. Holding a CIRO Investment Representative license is preferred; 2–3 years of related administrative experience,



ideally within the securities industry. ~ Intermediate to advanced computer skills and a solid working knowledge of Microsoft Office. Experience using Dataphile, Envestnet, Salesforce or netx360. Licensed to trade for U.
This role is expected to be in-office to support collaboration, team connectivity, and day-to-day business needs. The successful candidate should be comfortable working on-site on a regular basis, with any flexibility determined by the nature of the role, business requirements, and manager approval. Performance-based bonuses, health and dental benefits offered through Manulife, and paid time off. An Employee Stock Purchase Program with employer stock matching and additional employee benefits designed to support overall well-being. 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. 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. #

📌 Investment Advisor Assistant (Ottawa)
🏢 CGC Canaccord Genuity
📍 Ottawa