The Senior Specialist in Options and Futures will handle the reconciliation of futures and options trades, manage assignments and exercises, oversee trade allocations, process corporate actions, manage collateral, and maintain statistics while communicating promptly with team members.

The Senior Relationship Manager is responsible for overseeing the daily workflow between Pinnacle clients and Canaccord's back office, responding to inquiries, ensuring timely completion of action items, preparing reports, managing securities transactions, and facilitating client training and documentation.

The Wealth Associate will build relationships with ultra-high-net-worth (UHNW) clients, service their needs, and collaborate with a professional team to enhance client experience. Responsibilities include executing trades, maintaining accounts, preparing reports, and ensuring compliance with regulatory requirements while providing proactive client support and building sustainable relationships.

The Wealth Planning Specialist delivers custom wealth plans for high net worth clients, addressing their cash flow, retirement, estate, education, insurance, and tax planning needs. They collaborate with team members to provide timely updates and maintain strong client relationships, facilitating informed financial decisions through strategic advice.

The Marketing Associate will perform sales calls to identify potential investors, maintain a CRM database, prepare correspondence and presentations, assist with client seminars, and manage email marketing efforts.

The Associate, Client Services is responsible for client service and support, ensuring high levels of client satisfaction, managing communication, and assisting with administrative tasks. This role involves operational efficiency projects and supporting the wealth management business through marketing initiatives and database management.

The Financial Planner and Tax Specialist role involves meeting with clients to prepare personalized financial plans, providing investment, retirement, and tax advice, and maintaining client relationships. The position requires expertise in financial planning, knowledge of tax situations, and effective communication skills.

The Investment Advisor Assistant will support an established Investment Advisor by assisting in client transactions, servicing existing clients, maintaining account lists, compiling reports, and participating in marketing initiatives to develop the wealth management business.

The Investment Advisor Assistant will support the Wealth Management team by managing client relationships, processing transactions, maintaining account documentation, and assisting in marketing initiatives. This role requires excellent organization and communication skills, along with knowledge of the securities industry.

The Investment Advisor Assistant supports a Wealth Management team by enhancing client relationships, processing transactions, and maintaining accounts. Additional duties include client documentation management, assisting existing clients, and contributing to business development through marketing initiatives.

The Associate will be responsible for investigating tax reporting issues, processing amended tax slips and reports, performing various tax functions, and ensuring compliance with CRA, IRS, FATCA, and CRS regulations. Additional tasks may include data entry, managing tax corrections, and liaising with internal departments to resolve issues.

The Senior Wealth Associate is responsible for building and maintaining relationships with ultra-high-net-worth clients, managing inquiries, and implementing investment recommendations. This role includes maintaining client accounts, ensuring compliance, preparing reports and documentation, and providing proactive client service, all within a collaborative team environment.

The Administrative Assistant will provide day-to-day support to the Lead Investment Advisor and the team, coordinating meetings, managing calendars, handling travel arrangements, and performing clerical duties. The role requires a detail-oriented individual with experience in financial administration to ensure exceptional client service and confidentiality.

The Investment Advisor Assistant will support a Wealth Management team by managing client relationships, processing transactions, maintaining accounts, and assisting with marketing initiatives and administrative duties. Excellent communication and organizational skills are critical for this role.

The Product Lead for AI Initiatives will own and drive the AI product roadmap, design and deploy tailored AI solutions, analyze datasets for insights, and collaborate with cross-functional teams to ensure project success. They will also maintain documentation and influence vendor offerings while staying updated on AI advancements.

The Investment Advisor will work with a team focusing on client relationships and sustainable wealth management. Responsibilities include maintaining accounts, processing client documentation, servicing clients, and marketing initiatives to develop the wealth business.

The Associate in Financial Analysis will support the investment committee, monitor model portfolios, evaluate various investment types, present investment ideas, and conduct client portfolio reviews. This role requires a strong understanding of the financial services industry, particularly in wealth management, and the ability to communicate effectively with clients.

The Associate, Financial Planning role supports the Wealth & Estate Planning team by assisting in client data handling, financial plan packaging, and administrative tasks. Responsibilities include inputting data into internal systems, maintaining accurate records, collaborating with advisors to deliver financial plans, and participating in team meetings and improvement projects.

The Manager of Application Development will oversee a development team, ensuring successful development, delivery, and maintenance of application software. Responsibilities include providing technical direction, establishing development standards, monitoring issues, collaborating with stakeholders, and contributing to IT strategic planning.

The Senior Financial Analyst will manage reporting and analysis of financial performance, including P&L and balance sheet analysis, account reconciliations, and developing management reports. Responsibilities include using Power BI for dashboard creation and contributing to strategic planning projects, while collaborating closely with senior management and various departments.