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.
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📌 Financial Planning Associate — Wealth & Estate Support Toronto (Canada)
🏢 Canaccord Genuity
📍 Canada
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