Senior Investment Associate | Cash Management Group

Summary

The Cash Management Group at Canaccord Genuity is seeking a highly driven and experienced Senior Investment Associate to support our Institutional Investment Advisors and broader Private Wealth platform. Our team manages over $7 billion in client assets and is built on a foundation of collaboration, accountability, and exceptional client service.

This is a senior, hands‑on role that blends client service, operations, leadership, and product coordination. You will act as a key partner to Investment Advisors, lead and mentor a team of Associates and Client Service/Operations professionals, and work closely with external partners and issuers to bring investment solutions to our clients.

The ideal candidate is detail‑oriented, proactive, and thrives in a fast‑paced, high‑performance environment while maintaining a strong client‑first mindset.

This role is fully onsite at our downtown Vancouver office.

Key Responsibilities

• Oversee preparation of client deliverables including investment proposals, portfolio reviews, and reporting materials
• Oversee account lifecycle management including onboarding, transfers, maintenance, and documentation in accordance with regulatory requirements
• Ensure accuracy and timeliness of transactions including deposits, withdrawals, and trade instructions
• Maintain high‑quality client records across Salesforce and internal systems
• Partner with internal teams (trading, compliance, operations) to ensure efficient execution and issue resolution
• Support Advisors in managing pipelines, tracking client activity, and coordinating prospect engagement
• Assist in preparing materials for prospective clients and institutional relationships
• Track and report on key business metrics (calls, meetings, conversion, etc.)
• Liaise with external partners, issuers, and product providers to source and structure investment solutions
• Support product due diligence, onboarding, and ongoing coordination with partners
• Stay informed on market trends and investment products relevant to client needs
• Identify and implement process improvements to enhance efficiency, scalability, and client experience
• Leverage systems (CRM, Excel, reporting tools) to improve data tracking and workflow automation
• Provide senior‑level support to Institutional Investment Advisors, ensuring seamless execution of client strategies and requests
• Act as a key point of contact for high‑value clients, ensuring timely, professional communication and follow‑up
• Coordinate and support client meetings and sales road trips, including preparation of materials and post‑meeting execution
• Lead, mentor, and develop a team of Associates and Client Service/Operations professionals
• Establish workflows, delegate responsibilities, and ensure high standards of performance and accountability
• Support training and onboarding of new team members
• Drive a culture of continuous improvement, collaboration, and operational excellence

Skills & Qualifications

• Undergraduate degree or higher level of education
• Registered Representative licensing under CIRO
• 5–7+ years of experience in private wealth, institutional support, or investment operations
• Demonstrated experience leading or mentoring junior team members
• Strong leadership and team management skills
• Exceptional organizational and multitasking abilities
• High attention to detail and accuracy
• Excellent verbal and written communication skills
• Strong client service mindset with the ability to manage high‑value relationships
• Proactive, self‑starter with a strong work ethic
• Advanced proficiency in Excel
• Experience with CRM systems (e.g., Salesforce) and internal wealth platforms
• Comfort working with cloud‑based tools and reporting systems

What We Offer

• Employee Stock Purchase Plan
• RRSP matching
• Daily healthy snacks, weekly catered lunches, and in‑office massages
• Team events and a highly collaborative culture
• A growth‑oriented environment with strong mentorship and career development opportunities

Canaccord Genuity Corp. welcomes and encourages applications from all qualified individuals including persons with disabilities. We will provide reasonable accommodations upon request for candidates taking part in all aspects of the recruitment and selection cycle.

In order to be considered for employment at Canaccord Genuity, candidates selected for interviews will be required to show proof of citizenship, permanent residence or eligibility to work in Canada with no restrictions.

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