Elevate your career with Canaccord Genuity as an Associate in Wealth Planning, based in Vancouver. You’ll support Wealth & Estate Planning Specialists with your multi-tasking abilities and attention to detail, ensuring client needs are met efficiently.
In this position, you will play a vital role in creating financial plans and providing detailed administrative support within the wealth management sector. Join a dynamic team committed to innovative client solutions while honing your skills in a cooperative atmosphere.
Key Responsibilities:
• Support financial planning specialists by creating plans
• Assist in administrative tasks for an effective workflow
• Input client information into internal systems accurately
• Prepare necessary documentation for insurance applications




• Coordinate follow-up outreach with clients as needed
Requirements:
• 1-3 years’ experience in a related administrative role
• Completion of the Qualified Associate Financial Planner Certificate
• Strong communication and organization abilities
• Experience in the estate planning industry is beneficial
• Positive knowledge of Microsoft Office tools
Bring your organizational skills and proactive attitude to Canaccord Genuity, enhancing the client experience through effective finance and planning support.
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📌 Vancouver Associate in Wealth Planning
🏢 Canaccord Genuity Group
📍 Vancouver