Client-Focused Wealth Planning Associate

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

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.