Sales Assistant (Financial Services)

Overview
Canaccord Genuity is the global full-service investment banking division of Canaccord Genuity Group Inc. (TSX: CF, LSE: CF.), offering institutional and corporate clients idea-driven investment banking, merger and acquisition, research, and sales and trading services from offices in 12 countries worldwide.  Our team of over 800 capital markets and advisory professionals has industry and transactional expertise in 18 key sectors of the global economy.  We are committed to providing valued services to our clients throughout the entire lifecycle of their business and operating as a gold standard independent investment bank. 

We are driven to achieve for our clients, our shareholders and each other – our people and culture are at the heart of our success. No matter what your role, you have the opportunity to make a positive difference through your ideas and hard-work and be rewarded for your performance. Working at Canaccord Genuity offers performance-driven individuals an opportunity to do the most rewarding work of their careers. Our employees experience the best of both worlds: access to global resources and capabilities, and the responsiveness and agility of an independently owned firm. We are driven by your success.

Key Responsibilities:

• Phones: Answer calls enthusiastically and professionally, and relay messages accurately, for all Sales/Traders as needed. Outgoing/proactive calls are also required.
• Compile the AM Note Recap: Working with the other juniors in the morning, and eventually solo, to recap the overnight research into an email that is sent by salespeople every morning.
• Research recaps: Helping senior sales people efficiently summarize our research notes.
• Conference scheduling: Help market our conferences to clients, and compile/update conference information (participating companies, events, etc., that change frequently), as well as helping the senior salesperson keep track of client one on one requests and schedules. Also involves being able to help our marketing team during conferences and interacting with our clients at the events during registration.
• Non-Deal/Deal roadshows: Print marketing decks and help set up schedules for when we host management meetings. Ability to escort management teams between their meetings occasionally.
• Model requests: Responding to model requests from our clients by getting the model from our research library and then keeping a record of it in our CRM systems.
• Updated client holdings: Keep monthly/quarterly interest lists sent by clients up to date in our CRM system.
• CRM systems: Helping to ensure the senior salesperson logs their client interactions in our CRM systems (calls, emails, models, events).
• Access tracking/vote logging systems: Diligently recording all interactions the firm has with clients who keep their own records as directed by the senior salesperson. Learning how to use the systems and being proactive to ensure all interactions are logged is extremely important.
• Expense reports: Scanning T&E receipts into our expense tracking system for the senior salespeople.

Required Qualifications:

• Bachelor’s degree
• Ability to become Series 7 and 63 licensed within 6 months of hire
• Advanced experience with Microsoft Office (Excel, Outlook)
• Strong interest and passion for the Equity Markets

Knowledge, Skills & Abilities:

• Excellent communication, organizational and interpersonal skills, with a keen focus on attention to detail & organization
• Sales presence; ability to engage and be effective with clients
• Team player with a strong work ethic
• Attention to detail is imperative given there’s numerous project-based work and compilation of client names, emails, numbers, etc.

Compensation: $70,000 - $75,000
This role is eligible for an annual discretionary bonus and a generous benefits package in addition to the base salary. The success of the firm, your team, and your individual performance will determine the trajectory of your career and total compensation.

Our Benefits:
At Canaccord Genuity, your wellbeing matters. Joining our firm means being part of a workplace that not only values your contributions, but also invests in your overall health and wellbeing. We are glad to discuss our benefits with you in detail, and are pleased to share this overview:

Health & Wellness

• Medical and dental insurance
• Vision insurance - 100% company-paid benefit
• Employee Wellness Program - 100% company-paid benefit
  • On-demand expert guidance to help resolve everyday issues
• Life insurance - 100% company-paid benefit
• Short-term disability insurance - 100% company-paid benefit
• Long-term disability benefits
• Pet insurance
• Equinox partnership

Financial Benefits

• 401(k) with employer match
• Employee Stock Purchase plan with employer match
• Commuter pre-tax benefits
• Tuition reimbursement

Driven by diversity and inclusivity

Canaccord Genuity is committed to encouraging a diverse workforce and to promoting a respectful and inclusive culture in which everyone has the opportunity to thrive and realize their potential. We recognize that diversity across our business strengthens relationships, enables more innovative solutions for our clients, as well as creating a more stimulating place to work.

Building and developing a truly varied team of talented people from all walks of life is essential for tackling new global challenges, adapting to changing markets and appealing to an increasingly diverse client base.