Associate, Client Services

Join to apply for the Associate, Client Services role at Canaccord Genuity Group Inc.

Base pay range

$65,000 – $75,000 per year (actual pay based on experience).

Canaccord Genuity is a full-service financial services firm driven by an unwavering commitment to building lasting client relationships. As a member of the Pinkowski Wealth Management team, the Client Services Associate plays a key role in preparing and processing client documentation, managing account maintenance, and delivering high‑quality service.

Responsibilities

• Prepare new and existing client documentation – account opening, transfers, KYC updates, etc.
• Process and follow up on client documentation to maintain proper accounts – track outstanding documents and liaise with back‑office teams.
• Service existing clients – respond to client requests and emails in a timely manner.
• Demonstrate strong knowledge of registered accounts (RRSP, RRIF, LRSP, LIF, TFSA, FHSA, RESP) and contribution limits, withdrawal rules, and tax implications.
• Demonstrate knowledge of non‑registered accounts – understand taxation, reporting requirements, and investment implications.
• Assist in the preparation of client portfolio reviews and investment plans.

Skills & Qualifications

Benefits of working with Pinkowski Wealth Management

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

All applications will be held in strict confidence.

Please email agriffin@cgf.com a copy of your resume for review.

Seniority level

Mid‑Senior level

Employment type

Full‑time

Job function

Other

Location : Burnaby, British Columbia, Canada

Protecting your online safety : Canaccord Genuity and its affiliates do not use text messages for recruitment purposes. If you have received a text message claiming to be from CG or an authorized representative regarding job recruitment, please treat it as fraudulent and do not respond. Thank you for your understanding.

#J-18808-Ljbffr