Elevate your career with Canaccord Genuity as a Financial Planning Associate. Contribute insights by creating financial plans and supporting clients in Toronto and Montreal.
This 13-month contract position is ideal for individuals eager to engage in wealth and estate planning. You will provide administrative support, create detailed financial plans, and collaborate closely with Wealth & Estate Planning Specialists. Your role will enable you to make a real impact in client relationships and financial management.
Key Responsibilities:
• Create customized financial plans as needed
• Provide meticulous administrative support to specialists
• Input and manage client data on internal systems
• Prepare life and living advantages illustrations
• Follow-up with clients through outreach and calls
Requirements:
• Qualified Associate Financial Planner Certificate completion
• 1-3 years of related administrative experience
• Strong communication and organizational skills
• Ability to multitask and meet strict deadlines
• Knowledge of Wealth and Estate Planning preferable
Bring your attention to detail and expertise in financial planning to Canaccord Genuity and enhance client experiences.
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