Bring financial planning expertise and client service focus to Canaccord Genuity’s advisory team in Edmonton. Support wealth management relationships and planning work.

As a Financial Planning Associate, you will work directly with Investment Advisors in an advice-based wealth management practice. You will participate in client meetings, contribute to discovery and planning, and prepare financial documents and investment proposals. The position also supports account maintenance, relationship management, business development, and administrative duties.

Key Responsibilities:

- Work directly with Investment Advisors on client relationships
- Participate in client discovery, planning, and implementation meetings
- Prepare financial planning documents and investment proposals




- Process client documentation and maintain accounts
- Support relationship management and business development activities

Requirements:

- Minimum three years of financial services experience
- Robust interest in becoming a Financial Planner
- Progress toward CFP or QAFP designation is an asset
- Excellent communication skills and client-first mindset
- Detail-oriented, organized, analytical, and independently effective

Use financial planning, communication, and organizational skills to support Canaccord Genuity clients and Investment Advisors in Edmonton.

📌 Financial Planning Associate Edmonton
🏢 Canaccord Genuity Group
📍 Edmonton