Job Description
Elevate your financial planning career with Canaccord Genuity as an Associate Financial Planner in Oakville. Engage in strategic wealth management and client needs analysis in a vibrant team setting.
You'll support the Senior Financial Planner by helping to prepare financial plans and ensuring accurate data management. Ideal candidates will have 2–4 years of client-facing experience and possess a CFP designation or be willing to pursue one. Contributing to internal systems will also be part of your impactful role.
Key Responsibilities:
• Gather client data and prepare financial plans
• Create introductory packages and document requests
• Assist in developing insurance strategies and illustrations
• Maintain accurate client information in software
• Support advisor outreach and follow up on client needs
Requirements:
• 2–4 years of experience in financial planning or related fields
• CFP designation or intention to obtain
• Strong knowledge of financial ...
You'll support the Senior Financial Planner by helping to prepare financial plans and ensuring accurate data management. Ideal candidates will have 2–4 years of client-facing experience and possess a CFP designation or be willing to pursue one. Contributing to internal systems will also be part of your impactful role.
Key Responsibilities:
• Gather client data and prepare financial plans
• Create introductory packages and document requests
• Assist in developing insurance strategies and illustrations
• Maintain accurate client information in software
• Support advisor outreach and follow up on client needs
Requirements:
• 2–4 years of experience in financial planning or related fields
• CFP designation or intention to obtain
• Strong knowledge of financial ...