Join Canaccord Genuity as a Specialist in Portfolio Operations in Toronto or Vancouver. This position is ideal for finance professionals looking to handle client accounts and execute trades.
As a Specialist in Portfolio Operations, you will engage with a supportive team at Canaccord Genuity, known for its commitment to client relationships. Your role will focus on resolving client account issues, trading bonds and mutual funds, and setting up fee-based accounts. You will also participate in projects aimed at improving operational efficiencies and service delivery.
Key Responsibilities:
• Resolve issues related to client accounts
• Execute trades for bonds and mutual funds
• Establish fee-based accounts and calculate fees
• Allocate trades for CGWM portfolio managers
• Participate in efficiency-improvement projects
Requirements:
• 1+ years of relevant finance experience preferred
• Bachelor's degree in Business or Economics is a plus
• Excellent communic...