Canaccord Genuity

Financial Services

Associate,NewAccountsServices

$45–50k Vancouver, British Columbia, Canada FULL TIME
Market Sentiment
HIGH DEMAND

Neural analysis suggests this role is
optimal for Mid+ candidates.

The Brief

“Associate, New Accounts Services at Canaccord Genuity. Skills: New accounts, Regulatory requirements, Client documentation. Perform credit checks. Perform corporate searches”

Industry & Context.

Financial Services
Eligibility Requirements

Eligibility to work in Canada

What They're Looking For.

Must Have

Knowledge of brokerage industry, Experience in back-office environment

Nice to Have

Dataphile experience, Hummingbird experience

What You'll Do.

Perform credit checks

Perform corporate searches

Process incoming documents

Review account opening packages

Ensure proper documents are used

Ensure documents are completed correctly

Respond to incoming inquiries

Escalate issues/inquiries to senior staff

Complete small projects

Prepare document packages for scanning

Prepare client copies

Prepare welcome packages for mailing

Cross-train on related positions

Provide back-up support to team members

How You'll Work.

Team & Collaboration

Work in a team environment; Back-up support to team members

Communication Scope

Accurate information

Full Job Description

**Salary Range:** $45,000 - $50,000 **Who 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. CG is driven by an unwavering commitment to build lasting client relationships – we achieve this by generating value for our individual, institutional, and corporate clients through comprehensive wealth management solutions and investment banking services. 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 our clients’ needs and finding innovative, bespoke solutions. Our entrepreneurial and friendly team will challenge you to learn and grow every day. We value great work and collaboration and strive to eliminate bureaucratic thinking. We’re looking for talented people who thrive in a fast-paced environment and want to have an impact with innovative ideas and best practices. Come be a part of our Canadian success story and help deliver superior experiences for our clients. 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 accommodations throughout the interview process and beyond, please let us know. Our Canadian operation, Canaccord Genuity Corp., is currently looking for an Associate, New Accounts Services to join our Vancouver team. The timings for this role are 7:30am – 3:30pm PST. **Responsibilities:** * Perform credit checks and corporate searches. * Process incoming documents, which entails revie

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