Associate, Financial Planning

CGC Canaccord Genuity Corp.; Edmonton; On-site; CAD 60,000 - 90,000; Full time

Job summary

Canaccord Genuity Corp. in Edmonton is seeking an energetic, organized and detail-oriented individual with exceptional multi-tasking and interpersonal skills to join a growing advisory team in our Edmonton office.

You will work directly with Investment Advisors focusing on client relationships, participate in client meetings, prepare financial planning documents, investment proposals and follow-up communications, and support business development while maintaining a high standard of service.

Qualifications

• Minimum 3 years of experience in financial services.
• Strong client-first mindset and excellent communication skills.
• Progress toward CFP or QAFP designation is an asset.
• Ability to work independently, with colleagues and clients at all levels.
• Experience with Dataphile, Salesforce and Conquest would be an asset.

Responsibilities

• Working directly with a team of Investment Advisors focusing on client relationships and building a sustainable wealth management business.
• Participate in client meetings and contribute to the discovery, planning, and implementation process.
• Prepare financial planning documents, investment proposals, and follow-up communications.
• Process and follow-up on client documentation for proper maintenance of accounts.
• Assist in managing client relationships and ensuring a high standard of service and responsiveness.
• Support business development activities and contribute to the growth of the practice.
• Perform additional administrative duties as required.

Skills

Client relationships

Communication skills

Independent work

Organizational skills

Detail-oriented

Education

CFP designation

QAFP designation

Tools

Dataphile

Salesforce

Conquest

Job description

Who we are:

Canaccord Genuity (CG) is a leading independent full-service financial services firm, with operations in two principal segments of the securities industry: wealth management and capital markets. CG is driven by an unwavering commitment to build lasting client relationships – we achieve this by generating value for our individual, institutional, and corporate clients through comprehensive wealth management solutions and investment banking services. We are a leading independent wealth management firm in Canada, and the leading mid-market provider of investment banking advisory, equity research, sales and trading services for corporations and institutions. We pride ourselves on understanding our clients’ needs and finding innovative, bespoke solutions. Our entrepreneurial and friendly team will challenge you to learn and grow every day. We value great work and collaboration and strive to eliminate bureaucratic thinking. We’re looking for talented people who thrive in a fast-paced environment and want to have an impact with innovative ideas and best practices. Come be a part of our Canadian success story and help deliver superior experiences for our clients. At CG, we recognize that diversity across our business strengthens our client relationships and enables more innovative solutions. We strongly encourage applications from all qualified individuals regardless of race, religion, colour, national origin, gender, sexual orientation, age, marital status, or disability status. CG provides an accessible candidate experience. If you need any accommodations throughout the interview process and beyond, please let us know.

Our Canadian operation, Canaccord Genuity Corp., is currently looking for an energetic, organized and detail-oriented individual with exceptional multi-tasking and interpersonal skills to join a growing advisory team in our Edmonton office.

Responsibilities:

• Working directly with a team of Investment Advisors where the focus is on client relationships and building a sustainable wealth management business.
• Participate in client meetings and contribute to the discovery, planning, and implementation process.
• Prepare financial planning documents, investment proposals, and follow-up communications.
• Process and follow-up on client documentation for proper maintenance of accounts.
• Assist in managing client relationships and ensuring a high standard of service and responsiveness.
• Support business development activities and contribute to the growth of the practice.
• Perform additional administrative duties as required.

Skills & Qualifications:

• Minimum 3 years of experience in financial services, preferably in a planning or advice capacity.
• Strong interest in becoming a Financial Planner and working in an advice-based role.
• Progress toward or completion of financial planning designations (CFP or QAFP) is an asset.
• Excellent communication skills and a client-first mindset.
• Ability to work independently, and effectively with employees and clients at all levels.
• Detail-oriented with strong organizational and analytical skills.
• Experience with Dataphile, Salesforce and Conquest would be an asset.

All applications will be held in strict confidence.

In order to be considered for employment, candidates selected for interviews will be required to show proof of citizenship, permanent residence or eligibility to work in Canada with no restrictions.

We wish to thank all candidates for their interest but only those applicants selected for an interview will be contacted. No phone calls please.

Through its principal subsidiaries, Canaccord Genuity Group Inc. (“Company”) is a leading independent, full-services financial firm, with operations in two principal segments of the securities industry: wealth management and capital markets. Since its establishment in 1950, the Company has been driven by an unwavering commitment to building lasting client relationships. We achieve this by generating value for our individual, institutional and corporate clients through comprehensive investment solutions, brokerage services and investment banking services. The Company has Wealth Management offices located in Canada, the UK, Guernsey, Jersey, the Isle of Man and Australia. Canaccord Genuity, the international capital markets division, operates in North America, UK & Europe, Asia, Australia and the Middle East.

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