Associate, Financial Planning (13 Month Contract)

Canaccord Genuity Corp.; Toronto; On-site; CAD 60,000 - 85,000; Full time

Job summary

Canaccord Genuity Corp. is seeking an energetic administrative professional 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.

Qualifications

• Completion of the Qualified Associate Financial Planner Certificate.
• 1-3 years of administrative experience in a similar role.
• Knowledge of Wealth and Estate Planning helps.
• Life and living benefits insurance knowledge is a plus.

Responsibilities

• Provide administrative support to Wealth & Estate Planning Specialists.
• Input client data into Conquest and other internal systems.
• Prepare client life and living benefits illustrations.
• Arrange and prepare insurance applications.
• Maintain detailed monthly pipeline for Sales, Revenue and Client Planning.
• Support Investment Advisors during trainings and client meetings.
• Assist in team improvement projects as needed.

Skills

Communication

Multi-tasking

Attention to detail

Interpersonal skills

Organizational skills

Team collaboration

Industry knowledge: Wealth & Estate

Software literacy: Conquest/NaviPlan

Education

Qualified Associate Financial Planner Certificate

CFP credential (if pursued)

Tools

NaviPlan

Conquest

Microsoft Office

Job description

Salary Range: $60,000 - $85,000Who 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 support our Wealth & Estate Planning Specialists in Toronto and Montreal. This is a 13 month contract with potential for extension.Responsibilities:Create financial plans as requested by the Wealth & Estate Planning Specialists;Provide detailed and meticulous administrative support to the Wealth & Estate Planning Specialists;Input a wide variety of client data onto our system in a timely and efficient manner and upload data & documents into our internal system, Conquest, Propel and various Insurance Company software;Provide client life and living benefits illustrations;Prepare insurance application for clients;Complete all record keeping functions with attention to detail and accuracy, ensuring all audit requirements are being met;Populate detailed monthly pipeline for Sales, Revenue and Client Planning;Follow-up with client calls and perform other necessary client outreach as required;Attend team meetings and assist with projects as required.Provide Investment Advisors with ongoing supplemental support on our Financial Planning software, Conquest;Provide support to Wealth & Estate Planning Specialists during Investment Advisor team group training sessions or one on one sessions.Provide support to Insurance Licensed Advisory teams as needed;Assist in larger team ongoing improvement projects as required.Skills & Qualifications:Completion of the Qualified Associate Financial Planner Certificate;1-3 years of similar or related administrative experience;Knowledge of the Wealth and Estate Planning industry an asset;Experience in life and living benefits insurance is an asset;Excellent 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;Insurance license is an asset;Previous NaviPlan/Conquest software experience would be an asset;Intermediate to advanced computer skills: good working knowledge of Microsoft Office (Word, Excel, PowerPoint).Working towards CFP.#LI-VP1 #LI-Onsite #INDHPAll 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.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.