Specialist, Portfolio Operations
Location
toronto, on
Job Type
Full-time
Category
Other-General
Posted
June 17, 2026
Canaccord Genuity (CG) is a leading independent full-service financial services firm with operations in wealth management and capital markets. We are currently looking for a Specialist, Portfolio Operations to join our Portfolio Operations team in Vancouver or Toronto. This is a full-time permanent position.
Salary
$50,000 - $58,000
Responsibilities
- Investigate and resolve client account issues.
- Execute bond and mutual fund trades.
- Setup fee‑based accounts and process daily and monthly fee calculations.
- Allocate daily equity and preferred share trades on behalf of CGWM portfolio managers.
- Participate in projects to increase efficiencies, reduce costs and improve service levels.
- Liaise with portfolio managers, investment advisors, vendors and other external stakeholders.
- Perform ongoing risk management for portfolios and client accounts.
- Provide ad‑hoc operationa...