Discover an exciting opportunity at Canaccord Genuity in Vancouver as an Investment Associate. This role focuses on trade execution, reconciliation, and delivering precise support to team operations.
Working within The LePoidevin Group, known for its award-winning performance, you'll play a key role in daily trading responsibilities. With at least 1-2 years of experience in wealth management, your analytical mindset will help you in trade spreadsheet preparation and foreign exchange tasks.
Key Responsibilities:
• Support execution of trades and allocations daily
• Prepare and manage block trade allocation files
• Build Excel spreadsheets for foreign exchange conversions
• Execute money market trades and monitor client balances
• Ensure trade file accuracy prior to submissions
Requirements:
• Minimum of 1-2 years in wealth management is essential
• CIRO License as an Investment Representative preferred
• Strong Excel and MS Office proficiency
• Excell...