Financial Planning Associate — Wealth & Estate Support

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

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.