Specialist, Portfolio Operations

Canaccord Genuity (CG) is a leading independent full-service financial services firm with operations in wealth management and capital markets. We are currently looking for a Specialist, Portfolio Operations to join our Portfolio Operations team in Vancouver or Toronto. This is a full-time permanent position.

Salary

$50,000 - $58,000

Responsibilities

• Investigate and resolve client account issues.
• Execute bond and mutual fund trades.
• Setup fee‑based accounts and process daily and monthly fee calculations.
• Allocate daily equity and preferred share trades on behalf of CGWM portfolio managers.
• Participate in projects to increase efficiencies, reduce costs and improve service levels.
• Liaise with portfolio managers, investment advisors, vendors and other external stakeholders.
• Perform ongoing risk management for portfolios and client accounts.
• Provide ad‑hoc operationa...