13 Aug
|
Canaccord Genuity
|
Winnipeg
13 Aug
Canaccord Genuity
Winnipeg
Canaccord Genuity Corp. is seeking an energetic administrative qualified to support our Wealth & Estate Planning Specialists in Toronto and Montreal. The role involves preparing financial plans, entering client data, and handling insurance illustrations with accuracy. Requirements include a Qualified Associate Financial Planner Certificate and 1–3 years of related experience. Proficiency in Conquest/NaviPlan and MS Office is expected; ambitious individuals pursuing CFP optional.
#J-18808-Ljbffr
📌 Financial Planning Associate — Wealth & Estate Support (Winnipeg)
🏢 Canaccord Genuity
📍 Winnipeg