Join Canaccord Genuity as a Financial Planning Associate based in Toronto. Support Wealth & Estate Planning Specialists with multi-tasking, client outreach, and financial plan creation.

This role is a 13-month contract providing crucial support to the Wealth & Estate Planning team at Canaccord Genuity. Candidates need robust organizational skills, attention to detail, and at least one year of administrative experience. Familiarity with financial planning concepts and tools, including Conquest and NaviPlan, is highly advantageous.

Key Responsibilities:
• Create financial plans as requested by specialists
• Conduct detailed administrative support for the team
• Input client data into Conquest and other software
• Prepare insurance applications and client illustrations
• Follow up with clients for outreach as needed

Requirements:
• Qualified Associate Financial Planner Certificate completion
• 1-3 years of administrative experience
• Knowledge of Wealth and Estate Planning
• Excellent communication and interpersonal skills
• Insurance license is an asset

Expand your career in financial planning with Canaccord Genuity while enhancing client experiences and support.
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📌 Financial Planning Associate in Toronto (Ontario)
🏢 Canaccord Genuity Group
📍 Ontario