Join Canaccord Genuity as a Contract Associate in Financial Planning.

Support

Wealth & Estate Planning initiatives and client engagement in this Toronto and Montreal role. This role offers a 13-month contract with opportunities for extension and growth. You'll play a pivotal role by assisting specialists in creating financial plans while delivering administrative support. Your expertise in the industry will contribute to providing tailored client solutions and enhancing team effectiveness. Key Responsibilities:

- Assist in creating comprehensive financial plans
- Support specialists with administrative tasks and calls
- Upload client data to internal software systems
- Prepare insurance applications accurately
- Populate monthly pipeline reports for team monitoring Requirements:
- Qualified Associate Financial Planner Certificate required
- 1-3 years of relevant administrative experience
- Excellent organizational and communication skills
- Familiarity with insurance products as an asset
- Proficiency in Microsoft Office and Conquest software Utilize your financial planning skills and contribute to client satisfaction at Canaccord Genuity.

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