Support wealth management clients in Ottawa as an Investment Advisor Assistant with Canaccord Genuity, using organization and interpersonal communication.

Working with The Lonsdale Financial Group, you will support Investment Advisors and help maintain client relationships. The position combines transaction processing, account administration, scheduling, reporting, and skilled client service. It requires accuracy, discretion, multitasking, and effective communication within an in-office workplace.

Key Responsibilities:
Support Investment Advisors with client relationships and wealth management activities
Process transactions, provide quotes, and execute trading orders
Maintain account lists, databases, records, reports, and statistical information
Prepare account applications, KYC updates,



and supporting documentation
Coordinate calendars, meetings, appointments, and scheduling conflicts

Requirements:
Two to three years of related administrative experience
CIRO Investment Representative license preferred; licensing candidates welcome
Excellent written, verbal, and interpersonal communication skills
Solid organization, prioritization, accuracy, and attention to detail
Intermediate to advanced computer skills and Microsoft Office knowledge

Apply your client service, transaction processing, and organizational skills supporting Canaccord Genuity’s Ottawa wealth management team.

📌 Investment Advisor Assistant Ottawa (Canada)
🏢 Canaccord Genuity Group
📍 Canada