Job Description
About Us
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.
Position Overview
Our Canadian operation, Canaccord Genuity Corp., is currently looking for a detail‑oriented individual with exceptional multi‑tasking and interpersonal skills to join our Wealth Management team in Winnipeg on a full‑time basis.
Responsibilities
- Working with spreadsheets
- Data entry
- Creating file folders on shared drive
- Working with a team including Advisors and assisting
- Assisting the team in transferring documents
- Dealing with paperwork and documentation
- Minimum client contact alongside team members at direction of team
- Dealing with various departments e.g. transfers, and registered plans