Embark on a rewarding journey in financial planning with Canaccord Genuity as an Associate in Oakville. This role pairs you with the Senior Financial Planner for impactful client interactions.
We are looking for a committed individual with experience in client-facing financial planning to collaborate with our Oakville team. In this position, you will support various functions, including data collection, solution design, and plan delivery using Conquest. Your proactive and organized mindset will thrive in our fast-paced environment.
Key Responsibilities:
• Manage client data gathering and plan delivery
• Prepare and organize engagement documentation
• Assist in analyzing insurance coverage and options
• Maintain orderly records in financial software
• Contribute to client meeting preparations
Requirements:
• 2-4 years of experience in finance or wealth management
• Completion of the CFP designation required
• Willingness to obtain an insurance license