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 benefits illustrations
- Follow-up with clients through outreach and calls Requirements:
- Qualified Associate Financial Planner Certificate completion
- 1-3 years of related administrative experience
- Solid 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.

📌 Financial Planning Associate at Canaccord Genuity (Toronto)
🏢 CGC Canaccord Genuity
📍 Toronto