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
Solid 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.
J-18808-Ljbffr