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Canaccord Genuity Group Inc.

Investment Advisor Assistant

Ottawa, ON, Canada

The expected base salary for this role is $55,000 - $70,000 and will be based on the successful candidate’s skills, experience, and qualifications. · Full-time

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Job details

Pay: The expected base salary for this role is $55,000 - $70,000 and will be based on the successful candidate’s skills, experience, and qualifications.
Job type: Full-time
Experience: 2–3 years of related administrative experience, ideally within the securities industry.
Posting language: English
Posted: Oct 29, 2026

Original job description

Who we are:

Canaccord Genuity (CG) is a leading independent, full-service financial services firm with a strong presence across wealth management and capital markets. We are built on long-term client relationships, entrepreneurial thinking, and a commitment to delivering tailored solutions for individual, institutional, and corporate clients. With a collaborative culture and global perspective, we bring together deep industry expertise, innovative ideas, and a client-first approach to help our clients achieve their goals.

Our people are at the heart of our success. At CG, you will be part of a team that values collaboration, accountability, and continuous learning. We move quickly, encourage fresh thinking, and empower our employees to contribute meaningful work in an environment that is professional, supportive, and focused on delivering exceptional results for our clients.

About The Role:

Canaccord Genuity Corp., our Canadian operation, is seeking an organized, detail-oriented Investment Advisor Assistant to join The Lonsdale Financial Group in Ottawa. Led by established Senior Wealth Advisor and Portfolio Manager Brian Lonsdale, the group serves individuals, families and businesses with a forward-thinking approach grounded in realism, caution and accountability. In this role, you will help build and maintain strong client relationships, bringing exceptional multitasking and interpersonal skills to a growing team and office.

What you’ll be doing:

Support Investment Advisors in building client relationships and a sustainable wealth management business.
Assist with processing and confirming client transactions, provide quotes and execute trading orders as needed.
Maintain account lists, databases and records, and compile statistical information and reports.
Prepare new account applications and KYC updates, and process and follow up on documentation to maintain client accounts.
Provide professional, efficient client service while maintaining confidentiality.
Provide day-to-day administrative and special project support, managing multiple priorities effectively.
Manage Investment Advisors’ calendars, coordinate client meetings and appointments, and resolve scheduling conflicts.

Who you are:

Holding a CIRO Investment Representative license is preferred; candidates working toward their license are also welcome to apply.
2–3 years of related administrative experience, ideally within the securities industry.
Excellent written, verbal and interpersonal communication skills.
Strong organizational and prioritization skills, with exceptional accuracy and attention to detail.
Proven ability to take initiative, manage multiple tasks and meet deadlines.
Discretion in handling sensitive and confidential information.
Ability to work independently and effectively with employees and clients at all levels.
Intermediate to advanced computer skills and a solid working knowledge of Microsoft Office.

Nice to Have:

Broad applicable knowledge of the securities industry.
Experience using Dataphile, Envestnet, Salesforce or netx360.
Licensed to trade for U.S. clients, or willing to obtain the applicable U.S. license.

Work Arrangement:

This role is expected to be in-office to support collaboration, team connectivity, and day-to-day business needs. The successful candidate should be comfortable working on-site on a regular basis, with any flexibility determined by the nature of the role, business requirements, and manager approval.

Total Rewards:

The expected base salary for this role is $55,000 - $70,000 and will be based on the successful candidate’s skills, experience, and qualifications. In addition to base salary, Canaccord Genuity offers a competitive total rewards package, which may include:

Performance-based bonuses, health and dental benefits offered through Manulife, and paid time off.
An Employee Stock Purchase Program with employer stock matching and additional employee benefits designed to support overall well-being.
Education reimbursement to support continuous learning and future career development.

At CG, we are committed to fostering an inclusive, accessible, and respectful workplace where diverse perspectives are valued. We welcome applications from all qualified individuals and will provide accommodations throughout the recruitment process upon request.

#INDHP

All applications will be held in strict confidence.

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.

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 as fraudulent and do not respond.

We wish to thank all candidates for their interest but only those applicants selected for an interview will be contacted. No phone calls please. Thank you for your understanding.

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More about this job

Responsibilities

The Investment Advisor Assistant will support the team by managing client relationships, processing transactions, and maintaining accurate account records. Additionally, the role involves administrative duties such as calendar management, meeting coordination, and preparing documentation for new accounts and KYC updates.

Requirements

Candidates should have 2-3 years of administrative experience in the securities industry and possess strong organizational and communication skills. A CIRO Investment Representative license is preferred, and proficiency with Microsoft Office and industry-specific software is required.

Skills

Investment advisory support
Transaction processing
Trading order execution
Account maintenance
KYC documentation
Administrative support
Calendar management
Multitasking
Interpersonal communication
Organizational skills
Attention to detail
Microsoft Office
Dataphile
Envestnet
Salesforce

Benefits

Performance-based bonuses
Health insurance
Dental insurance
Paid time off
Employee stock purchase program
Employer stock matching
Education reimbursement

Visa sponsorship

Not detected in the job text

Hiring contact

Brian Lonsdale

Keywords

Investment Advisor Assistant
Wealth Management
Capital Markets
CIRO
Securities Industry
Client Service
KYC
Trading
Dataphile
Envestnet
Salesforce
Netx360
Administrative Support
Portfolio Management
Financial Services
Account Management
Documentation
Reporting
Scheduling
Confidentiality

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