Financial Planning Associate at Canaccord Genuity

Join Canaccord Genuity as an Associate in Financial Planning, providing essential support to seniors and enhancing client engagement in a collaborative environment. This role in Oakville focuses on retirement planning and client interactions.

In this financial planning position, you will support the Senior Financial Planner with comprehensive client data management and plan delivery using various financial tools. You will assist in designing insurance strategies and ensure compliance through accurate record-keeping. The ideal candidate will thrive in a fast-paced setting while developing their career in financial services and planning.

Key Responsibilities:
• Support data gathering and plan preparation with financial tools
• Prepare and send planning packages and engagement letters
• Assist in insurance strategy implementation and underwriting processes
• Maintain client information and uphold audit compliance
• Create plan summar...