Canaccord Genuity Group Inc.
Analytical Investment Associate Opportunity
Job Description
Join Canaccord Genuity as an Investment Associate and enhance your analytical prowess in Vancouver. Focus on trade reconciliation and support in trading processes while thriving in a collaborative team.
As part of The LePoidevin Group, recognized for excellence, you will engage with complex trade activities including allocation uploads and monitoring cash balances. You need to demonstrate a wealth management background, strong communication skills, and proficiency in Excel to ensure accuracy in all processes.
Key Responsibilities:
• Reconcile and settle trades with portfolio managers
• Validate and upload trade allocation files efficiently
• Facilitate foreign exchange preparations as needed
• Monitor cash balances and execute trades on demand
• Resolve trading discrepancies in a timely manner
Requirements:
• 1-2 years of relevant wealth management experience
• CIRO License as an Investment Representative ...
As part of The LePoidevin Group, recognized for excellence, you will engage with complex trade activities including allocation uploads and monitoring cash balances. You need to demonstrate a wealth management background, strong communication skills, and proficiency in Excel to ensure accuracy in all processes.
Key Responsibilities:
• Reconcile and settle trades with portfolio managers
• Validate and upload trade allocation files efficiently
• Facilitate foreign exchange preparations as needed
• Monitor cash balances and execute trades on demand
• Resolve trading discrepancies in a timely manner
Requirements:
• 1-2 years of relevant wealth management experience
• CIRO License as an Investment Representative ...