Become an Associate in Wealth & Estate Planning with Canaccord Genuity in Vancouver, focusing on financial plans and comprehensive support for specialists. This role is pivotal in delivering accurate client services.

Canaccord

Genuity is seeking an organized and energetic professional to assist Wealth & Estate Planning Specialists. This position offers an prospect to create client-centric financial plans and manage essential data. Ideal candidates should have 1-3 years of administrative experience in financial services. Key Responsibilities:

- Assist in generating financial plans based on client needs
- Provide administrative support to the planning team
- Input and manage a variety of client data
- Prepare and process insurance applications
- Follow up with clients and conduct outreach as needed Requirements:
- Completion of the Qualified Associate Financial Planner Certificate preferred
- 1-3 years in a similar administrative role
- Knowledge of the Wealth and Estate Planning field is a plus
- Strong organizational and interpersonal skills
- Advanced knowledge of Microsoft Office applications Drive client success and enhance planning services with Canaccord Genuity as a dedicated Associate.

📌 Associate for Wealth & Estate Planning (Vancouver)
🏢 Canaccord Genuity
📍 Vancouver