Leverage your analytical skills as an Investment Associate at Canaccord Genuity in Vancouver. Focus on trade management, reconciliation, and client account services.
Join The LePoidevin Group and contribute to vital trading activities within a collaborative environment. Your role will encompass trade reconciliation, upload preparation, and foreign exchange management while being responsible for ensuring trade submission accuracy. Canaccord Genuity seeks detail-oriented individuals who are proactive about meeting deadlines and enhancing client experiences.
Key Responsibilities:
• Oversee trade reconciliation and activity monitoring
• Validate and upload trade allocation files efficiently
• Manage daily cash balances and conduct market trades
• Assist in preparing foreign exchange spreadsheets
• Resolve discrepancies proactively during trading
Requirements:
• Minimum 1-2 years in wealth management
• CIRO License as an Investment Representative needed
• Ad...