Associate, Financial Planning Jobs

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, color, 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 Investment Advisor in Toronto.

Responsibilities:

• Input a wide variety of client data onto our system in a timely and efficient manner and upload data & documents into our internal system, Ageman, Naviplan and various Insurance Company software;
• Prepare insurance application for clients;
• Attend team meetings and assist with projects as required.
• Complete all record keeping functions with attention to detail and accuracy, ensuring all audit requirements are being met;
• Create financial plans as requested by the Wealth & Estate Planning Specialists;
• Populate detailed monthly pipeline for Sales, Revenue and Client Planning;
• Follow-up with clients calls and perform other necessary client outreach as required;
• Provide detailed and meticulous administrative support to the Wealth & Estate Planning Specialists;
• Provide client life and living benefits illustrations;

Training & Support:

• Provide support to Insurance Licensed Advisory teams as needed;
• Assist in larger team ongoing improvement projects as required.
• Provide Investment Advisors with ongoing supplemental support on our Financial Planning software, Naviplan;
• Provide support to Wealth Specialists during Investment Advisor team group training sessions or one on one sessions.

Skills & Qualifications:

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

All 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.

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.