Careers

Work with us

Make an impact with your career

Join a fast paced environment working alongside a diverse group of professionals. A proud B-Corp employee-owned company, we offer rewarding opportunities where you will experience personal and professional growth.

If you value innovation, integrity, and curiosity then we invite you to apply to one of the following openings.

Current opportunities

Administrator, Accounting and Compliance

 

About the Position

  • You will be working in the Accounting department, mainly in the role of an Administrator in Fund Accounting.
  • On a daily basis you will be responsible for the completion of the Pooled Fund trades.
  • You will be posting the trades and reconciling the Unitholder positions in a timely and accurate manner.

Key Job Responsibilities

  • To process daily pooled fund trades.
  • To reconcile any trade discrepancies between client and fund.
  • Daily reconciliation of Unit holder positions.
  • Cash management responsibilities for custody segregated clients.
  • Processing cheques deposit online using Cheque Pro.
  • Processing cash withdrawal request to clients.
  • AWDs and PADs maintenance.
  • Processing custody fees.
  • Management fee posting and collection.
  • Requesting, processing and posting of FX trades.
  • Setting up/updating Tax instalments.
  • Processing clients’ Tax instalments payments.
  • To assist with client setup and administration.
  • To assist with compliance administration.
  • Posting monthly, quarterly and yearly distribution to our Portfolio Management system, AXYS.
  • To assist in quarterly client reporting Quality Assurance work.
  • To assist in Annual Tax year end data reconciliation.
  • To assist with verification of Clients’ T-Slips ( T3, T4RSP, T4RIF, RRSP contributions receipts etc ).
  • To assist with the Annual Pooled Fund audit.
  • Liaison with RBC I &TS for any pooled fund trades issue, communication of trade advice.
  • Any other duties as required

Experience/Qualifications Preferred

  • Undergraduate degree in Finance or Accounting required.
  • 2 years experience in a junior to intermediate accounting role.
  • OR 1 year experience in a finance environment, ideally with mutual funds.
  • Excellent reconciliations experience.

Job Competencies Required

  • Excellent Microsoft Excel skills.
  • Strong MS Office experience.
  • Excellent attention to detail.
  • Strong numeracy skills.
  • Good written, verbal, and electronic communication skills.

Genus Core Competencies

  • Positive and energetic approach to work.
  • Flexible, innovative and open to change.
  • Professional, organized, reliable and committed to quality of output.
  • Team oriented, respectful of others, adds to success.
  • Problem solving, sound decision making, good judgement.
  • Good verbal and written communicators.

To apply for this position, please submit your resume and cover letter combined as one PDF document.

We thank all applicants in advance for their interest, but only those candidates shortlisted for interviews will be contacted. No telephone calls or recruitment agencies will be accepted.

Trader / Analyst

Job Purpose

To be accountable for Equity Trading and investment operations.

Main Duties

  • Accountable for Equity Trading.
  • Accountable for monitoring and conducting research on transaction costs and execution quality to ensure best execution for Genus clients.
  • Accountable for acting as primary contact/relationship manager for all counterparties in the front office.
  • Provides support and specifications for front office technology to business group and other areas of firm (OMS, EMS etc.)
  • Accountable for the daily pooled performance reconciliation (bps tracking) between Genus and RBC Dexia numbers and the data loading check.
  • Accountable for producing and circulating a market update everyday, including movers, earnings, corporate events.
  • Accountable for producing monthly asset mix meeting files and TAA rebalance files.
  • Backup for FX trade, currency futures, and cash management.
  • Provides support for generating performance attribution for requested portfolios, and any other marketing materials upon request.
  • Backup for rebalancing assigned model accounts.
  • Any other research related duties as required (e.g. alpha repair, data testing).
  • Any other duties as required.

Experience/Qualifications Preferred

  • Bachelors degree in Business, Finance, Economics or Engineering required
  • 1 year of work experience in equity markets
  • 1 year experience in equity trading platforms, e.g. MacGregor XIP (OMS) and familiarity with trading algorithms
  • Experience in data sources e.g. Bloomberg terminal, DataStream beneficial
  • CFA Designation preferred
  • Excellent team player

Job Competencies Required

  • Highly developed analytical skills
  • Highly polished communication and interpersonal skills
  • Highly numerate
  • Fast thinker
  • Multi tasker
  • Quick learner
  • High attention to detail
  • Willingness to communicate openly

Genus Core Competencies

  • Positive and energetic approach to work
  • Flexible, innovative and open to change
  • Professional, organized, reliable and committed to quality of output
  • Team oriented, respectful of others, adds to success
  • Problem solving, sound decision making, good judgment
  • Good verbal and written communicators

To apply for this position, please submit your resume and cover letter combined as one PDF document.

We thank all applicants in advance for their interest, but only those candidates shortlisted for interviews will be contacted. No telephone calls or recruitment agencies will be accepted.

Portfolio Manager

We seek bright and ambitious investment professionals to join our growing team. We offer a compelling opportunity to have an immediate impact as part of a client-centric team in a rapidly growing organization. The candidate will support our client portfolio management process with direct client responsibilities and participate in the firm’s asset allocation process. The successful hire will gain valuable experience in ensuring client investment objectives are met and their portfolio reflects their values. The portfolio manager also establishes a business growth strategy that attracts new clients.

Qualified candidates must have the following:

  • An aptitude for business development, sales, and entrepreneurial thinking
  • Demonstrated success in building and managing a large client base
  • Excellent interpersonal skills and emotional intelligence
  • Natural relationship building and networking skills
  • Great communicator with excellent presentation abilities
  • Minimum five years’ investment industry experience
  • Undergraduate degree; CIM or CFA (Level 1) required
  • Advising Representative (AR) status within Canada

We value the following attributes across our team:

  • Positive and energetic approach to work
  • Demonstrates a high level of integrity
  • Flexible, innovative, and open to change
  • Professional, organized, reliable, and committed to excellence
  • Team oriented, respectful of others, and adds to success
  • Problem solving, sound decision making, and good judgment

To apply for this position, please submit your resume and cover letter combined as one PDF document.

We thank all applicants in advance for their interest, but only those candidates shortlisted for interviews will be contacted. No telephone calls or recruitment agencies will be accepted.

We are always looking for talented individuals to join our team.

If you do not find an opportunity that matches your skills,

we encourage you to submit your resume to [email protected].

The diversity of our team

At Genus we believe in the power of diversity. We are an equal opportunity employer and we celebrate diversity and are committed to creating an inclusive environment for all employees.

Total Employees
Female … 47%
Male … 53%
BIPOC (Black, Indigenous, People of Colour) … 58%

Genus Leadership Team
Female … 67%
Male … 33%
BIPOC … 56%

Genus Board of Directors
Female … 40%
Male … 60%
BIPOC … 40%

Genus Shareholders
Female … 38%
Male … 63%
BIPOC … 38%

Animation of puzzle: on the top left hand corner a blue puzzle with a woman seating on it using a laptop; on the bottom left hand corner, a darker blu puzzle with the writing "Total Employees Male 53%" and a man waring an orange shirt pushing the puzzle; on the top right hand corner an orange puzzle with the writing "Total Employees Female 47%" with a man wearing a blue shirt holding the puzzle up; on the bottom right hand corner, a purple puzzle with the writing "Total Employees BIPOC 58%" with a woamn wearing a white shirt pointing to it and a man with orange shirt pushing the puzzle.

Client impact

“Graduating from a big bank to Genus was one of the best financial steps we've ever taken. Genus has delivered reliable asset growth despite our moderate risk tolerance. As our financial security has grown, we've also been the beneficiaries of a great client experience. The company's communications have been consistently transparent and informative, including educational webinars and a well-designed web portal where we can track investments daily. Most importantly to us, our portfolio manager has always responded swiftly and thoroughly to our questions and requests. ”
Martin T.
"Having relatively diverse financial goals and needs, along with a slight reticence regarding the stock market, Genus skillfully addressed all of our concerns, and put together a truly exceptional plan: Fossil free funds and a diversified investment portfolio, check; An effective Impact investment portfolio that coincides with our hopes and dreams for a better world, check; Professional advice and assistance to create a donor advised charitable fund with immediate charitable receipts for tax purposes, check. Returns? Way beyond our expectations! We even had some fun along the way and certainly enjoyed an incredible two-year start to what will be a satisfying long-term relationship with Genus."
Marc B.
“I love the service I get at Genus.”
Chris H.
“Leslie and I were fellow board members when we met twenty years ago. For the last ten she has been thoughtful in the construction of an investment strategy for my family and is executing the strategy as planned. The team at Genus has met my expectations and are a pleasure to deal with.”
Bob Q.
“For over 15 years, I have provided selection and performance evaluation of multiple investment managers for a significant family office. Leslie and Genus have been foundational for me in my role. I have always found Leslie and her colleagues to be insightful and proactive, and found the performance of their portion of the portfolio to be well above benchmarks. And they have been a great pleasure to work with.”
Douglas H.
“Genus is a very innovative firm. I am pleased to invest in their Fossil Free and Impact strategies that help me invest in line with my values.”
Marnie C.
“Great team of professionals. Excellent website and reporting. Responds to inquiries promptly. Very pleased with the process of changing from another company to Genus as well. Kudos.”
David L.
“Genus consistently provides a good, clearly explained, comprehensive picture of the general economic and financial situation, along with an excellent account of the investment decisions made in relation to this. Genus’ equally strong concern with clients’ questions and requests for further information is also a very important part of the service it provides.”
Allan S.
“Back in 1992 when I found myself at fifty with a substantial amount of money to invest, I knew just one thing — that I didn’t want to contribute to tobacco companies, arms manufacturers, or oil. But over the ensuing years the options for socially responsible investing have become far more sophisticated and I’m very happy that this is a big part of the Genus approach. I also very much appreciate the long-term relationship with my portfolio manager, Mary Lou.”
Ann P.

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