Financial Planning Associate — Build Client Wealth Solutions

Canaccord Genuity Group Inc.; Edmonton; On-site; CAD 60,000 - 85,000; Full time

Job summary

Canaccord Genuity Group Inc. in Edmonton is seeking an energetic, organized and detail-oriented individual to join its growing advisory team in the Edmonton office.

The role focuses on client relationships, wealth-management planning, and supporting the advisory process with strong organizational and interpersonal skills. Responsibilities include client meetings, planning documents, investment proposals, and maintaining accurate account documentation.

Qualifications

• Minimum 3 years of experience in financial services, preferably in a planning or advice capacity.
• 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.

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

Client relationships

Financial planning

Communication skills

Organizational skills

Analytical skills

Independent work

Tools

Dataphile

Salesforce

Conquest

Job description

Canaccord Genuity Group Inc. in Edmonton is seeking an energetic, organized and detail-oriented individual to join its growing advisory team in the Edmonton office.

The role focuses on client relationships, wealth-management planning, and supporting the advisory process with strong organizational and interpersonal skills. Responsibilities include client meetings, planning documents, investment proposals, and maintaining accurate account documentation.