More jobs:
Financial Planning Associate — Wealth & Estate Support
Job Description & How to Apply Below
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/Navi Plan and MS Office is expected; ambitious individuals pursuing CFP optional.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
Note that applications are not being accepted from your jurisdiction for this job currently via this jobsite. Candidate preferences are the decision of the Employer or Recruiting Agent, and are controlled by them alone.
To Search, View & Apply for jobs on this site that accept applications from your location or country, tap here to make a Search:
To Search, View & Apply for jobs on this site that accept applications from your location or country, tap here to make a Search:
Search for further Jobs Here:
×