Hourly Wage: $17.85 - $20.00 per hour

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.

We are looking for an energetic, detailed and organized individual to join one of our largest advisor teams, The LePoidevin Group, in Toronto. Led by David LePoidevin, our high performing team was awarded the Wealth Professionals 2025 Advisory Team of the Year. We are currently looking for an energetic, organized and detail-oriented individual with exceptional multi-tasking and interpersonal skills to support our Investment Advisor in Vancouver. This is a part-time opportunity with flexible working hours.

Responsibilities:

• Accurately input, update, and maintain client notes and correspondence in the CRM system, ensuring clarity and accessibility for team reference.
• Add, remove, and update confidential client information across platforms such as Salesforce Marketing Cloud, Bill Good, and Dataphile, while maintaining strict confidentiality.
• Save and organize client correspondence in the shared drive for easy retrieval.
• Prepare and distribute weekly mailings (e.g., client birthday letters) and assist with mass mailouts for year-end reports or marketing announcements.
• Support administrative tasks including filing (manual and electronic), updating KYC platforms, and organizing office spaces and supplies.
• Assist with marketing initiatives such as website maintenance, email campaigns, and social media posts.
• Collaborate with team members to ensure accuracy and consistency across all records.
• Maintain strong attention to detail in all data entry and administrative processes.

Skills & Qualifications:

• High school diploma required.
• Previous office experience preferred but not required.
• Familiarity with Microsoft Office programs, particularly Word and Excel.
• Strong typing and data entry skills with excellent attention to detail and accuracy.
• Prior experience with Dataphile is an asset.
• Excellent verbal and written communication skills.
• Ability to multitask and prioritize effectively in a fast-paced environment.
• Capable of working independently with minimal supervision as well as collaboratively within a team.
• An interest in financial services or business management.

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All 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.

Protecting your online safety: Canaccord Genuity and its affiliates do not use text messages for recruitment purposes. If you have received a text message claiming to be from CG or an authorized representative regarding job recruitment, please treat as fraudulent and do not respond.

We wish to thank all candidates for their interest but only those applicants selected for an interview will be contacted. No phone calls please. Thank you for your understanding.