Associate, New Accounts Services (3-Month Contract)

Salary Range: $45,000 - $49,000

We strongly encourage applications from all qualified individuals regardless of race, religion, colour, national origin, gender, sexual orientation, age, marital status, or disability status.

Canaccord Genuity provides an accessible candidate experience. If you need any accommodations throughout the interview process and beyond, please let us know.

Responsibilities

• Perform credit checks and corporate searches.
• Process incoming documents and review account opening packages to ensure proper compliance with regulatory, anti‑money laundering, FATCA, and tax requirements.
• Respond to incoming inquiries with prompt, courteous, and accurate information, escalating all issues/inquiries to senior staff members when appropriate.
• Complete small projects on an ad‑hoc basis.
• Prepare document packages for the scanning process.
• Prepare client copies and welcome packages for mailing.