Associate, Financial Planning - $135,000 - $200,000 A Year (Winnipeg)

Associate, Financial Planning - $135,000 - $200,000 A Year (Winnipeg)

28 Aug
|
Canaccord Genuity
|
Winnipeg

28 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

📌 Associate, Financial Planning - $135,000 - $200,000 A Year (Winnipeg)
🏢 Canaccord Genuity
📍 Winnipeg

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