Tanya McCormick

Senior Manager New Accounts And Operational Onboarding at Canaccord Genuity

Tanya McCormick has a wealth of experience in the financial services industry, primarily with Canaccord Genuity Group Inc. Tanya began their career at the company in 1992 as a Client Accounting & Compliance Administrator and progressively moved up the ranks to roles such as Senior Mutual Fund Administrator and Supervisor of Mutual Funds. From 2003 to 2006, they worked as a Supervisor for both Pinnacle Customer Service and Pinnacle Correspondence Services. Tanya then transitioned into the role of Senior Manager, where they oversaw Client Account Transfers and Documentation, before eventually becoming Senior Manager of New Accounts and Operational Onboarding. In this current role, they manage multiple departments and is responsible for broker relationships and transitions. Tanya recently joined Canaccord Genuity Wealth Management Canada in 2021 as a Senior Manager in Advisor Services.

Tanya McCormick completed their education at the British Columbia Institute of Technology, where they earned a Certificate in Interpersonal Skills / Communication Skills in 2000. Prior to that, they attended CompuCollege School of Business and obtained a Certificate in Legal Administrator in 1987.

Links

Timeline

  • Senior Manager New Accounts And Operational Onboarding

    2017 - present

  • Senior Manager Client Account Transfers Documentation And Scanning

    2010

  • Senior Manager Client Account Transfers

    2006

  • Supervisor Pinnacle Customer Service With Pinnacle Correspondence Services

    2003

  • Supervisor Mutual Funds

    1998

  • Senior Mutual Fund Administrator Mutual Funds

    1994

  • Client Accounting Compliance Administrator Client Accounting

    1992

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