Associate, Financial Planning

Canaccord Genuity Group Inc.; Toronto; On-site; CAD 50,000 - 65,000; Full time

Job summary

A leading financial services firm in Toronto is seeking an Associate for its Wealth & Estate Planning team. This role involves assisting in the preparation of financial plans and providing administrative support. Candidates should have strong organizational skills and previous experience in a related field. The position offers a competitive salary and opportunities for career growth.

Qualifications

• 1-3 years of similar administrative experience.
• Full CFP designation an asset.
• Knowledge of the Wealth and Estate Planning industry.
• Experience in life and living benefits insurance.

Responsibilities

• Assist with client data discovery and packaging financial plans.
• Work alongside advisors to deliver financial plans to clients.
• Maintain accurate record keeping functions to meet audit requirements.
• Provide administrative support to Wealth & Estate Planning Specialists.

Skills

Organizational skills

Attention to detail

Excellent communication skills

Initiative

Education

Qualified Associate Financial Planner Certificate

CFP designation

Tools

Microsoft Office

Conquest software

Job description

Associate, Financial Planning page is loaded

Associate, Financial Planning

Apply locations Toronto, ON time type Full time posted on Posted 30+ Days Ago job requisition id JR100382

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 operations are currently looking for an enthusiastic, organized self-starter to join our Canaccord Genuity Wealth & Estate Planning team in Toronto. This role will provide support to our Wealth & Estate Planning Team and is ideal for someone looking for a long-term career in financial and retirement planning, who is looking to join a fast-paced work environment, with a growing team/division.

Responsibilities:

• Assists with client data discovery, data inputs and packaging of financial plans as requested by the Wealth & Estate Planning Specialists using Conquest, Microsoft Word, and Adobe Acrobat.
• Work alongside CGWM advisors to deliver completed financial plans to clients, in person or virtually
• Input a wide variety of client data & documents into our internal systems in a timely and efficient manner.
• Complete all record keeping functions with attention to detail and accuracy, ensuring that all audit requirements are being met.
• Provide detailed and meticulous administrative support to the Wealth & Estate Planning Specialists.
• Assist Specialists in populating detailed monthly pipeline for Sales, Revenue and Client Planning
• Follow-up with advisor calls and perform other necessary advisor outreach as required.
• Attend team meetings and assist with projects as required.
• Assist in larger team ongoing improvement projects as required.

Skills & Qualifications:

• Completion or progress toward the Qualified Associate Financial Planner Certificate;
• Full CFP designation an asset;
• Intermediate to advanced computer skills: good working knowledge of Microsoft Office (Word, Excel, PowerPoint).
• Previous Conquest software experience an asset;
• 1-3 years of similar or related administrative experience an asset;
• Knowledge of the Wealth and Estate Planning industry an asset;
• Experience in life and living benefits insurance is an asset;
• Excellent written and oral English communication and interpersonal skills;
• Excellent organizational skills, with a strong attention to detail;
• Demonstrated ability to multi-task and meet deadlines;
• Ability to work independently and effectively with Investment Advisors, clients and colleagues;
• Demonstrated ability to take initiative and utilize resources provided, autonomously.

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All applications will be held in strict confidence.

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

Protecting your online safety:

Canaccord Genuity and its affiliates do not use text messages for recruitment purposes. If you have received a text message claiming to be from CG or an authorized representative regarding job recruitment, please treat as fraudulent and do not respond.

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

About Us

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.