Investment Advisor Assistant
Location
oakville, on
Job Type
Full-time
Category
Other-General
Posted
June 19, 2026
Salary
Salary Range: $50,000 - $65,000
About the Company
Canaccord Genuity (CG) is a leading independent full-service financial services firm offering wealth management and capital markets services.
Our operations include a wealth management office in Oakville and a broader presence across Canada and internationally.
Responsibilities
- Work directly with a team of Investment Advisors focusing on client relationships and building a sustainable wealth management business.
- Assist Investment Advisors with processing and confirming client transactions.
- Deal directly with all clients, provide quotes and execute trading orders.
- Maintain account lists and compile statistical information and reports.
- Process and follow‑up on client documentation for proper maintenance of accounts.
- Assist with servicing existing clients.
- Participate in developing the wealth business using various market...