Canaccord Genuity Associate in Financial Planning

Elevate your financial career as an Associate at Canaccord Genuity in Oakville, where you will support the Senior Financial Planner in enhancing client relationships and retirement planning solutions. This role involves innovative planning and strategy implementation.

As an Associate, you will gather client data, prepare planning materials, and create engaging summaries for meetings. You will work closely with insurance strategies and maintain strict compliance with record-keeping. This is an excellent opportunity for those seeking a long-term career in financial planning within a collaborative team setting.

Key Responsibilities:

• Gather and prepare client data for financial planning

• Create intro packages, engagement letters, and questionnaires

• Assist in analyzing insurance coverage and strategy

• Maintain thorough records to meet compliance standards

• Support preparation for client meetings and follow-ups

Requirements:

• Experience in client-facing financial roles (2–4 years)

• Completion of CFP designation required

• Willingness to obtain insurance licensing

• Proficient in Microsoft Office and familiar with Conquest

• Excellent attention to detail and communication skills

Make a meaningful impact in financial planning while developing your skills at Canaccord Genuity.
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