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About the Role

Canaccord Genuity (CG) is seeking an energetic, organized, and detail-oriented individual to support Wealth & Estate Planning Specialists in Toronto and Montreal. This 13-month contract role involves creating financial plans, providing administrative support, managing client data, and preparing insurance applications. The position offers an opportunity to contribute to a leading independent financial services firm and be part of a dynamic team.

Responsibilities

Create financial plans as requested by the Wealth & Estate Planning Specialists
Provide detailed and meticulous administrative support to the Wealth & Estate Planning Specialists
Input a wide variety of client data onto our system in a timely and efficient manner and upload data & documents into our internal system, Conquest, Propel and various Insurance Company software
Provide client life and living benefits illustrations
Prepare insurance application for clients
Complete all record keeping functions with attention to detail and accuracy, ensuring all audit requirements are being met
Populate detailed monthly pipeline for Sales, Revenue and Client Planning
Follow-up with client calls and perform other necessary client outreach as required
Attend team meetings and assist with projects as required
Provide Investment Advisors with ongoing supplemental support on our Financial Planning software, Conquest
Provide support to Wealth & Estate Planning Specialists during Investment Advisor team group training sessions or one on one sessions
Provide support to Insurance Licensed Advisory teams as needed
Assist in larger team ongoing improvement projects as required

Requirements

Completion of the Qualified Associate Financial Planner Certificate
1-3 years of similar or related administrative experience
Knowledge of the Wealth and Estate Planning industry an asset
Experience in life and living benefits insurance is an asset
Excellent communication and interpersonal skills
Excellent organizational skills, with a strong attention to detail
Demonstrated ability to multi-task and meet deadlines
Ability to work independently and effectively with Investment Advisors, clients and colleagues
Demonstrated ability to take initiative and utilize resources provided autonomously
Insurance license is an asset
Previous NaviPlan/Conquest software experience would be an asset
Intermediate to advanced computer skills: good working knowledge of Microsoft Office (Word, Excel, PowerPoint)
Working towards CFP
Must show proof of citizenship, permanent residence or eligibility to work in Canada with no restrictions

Skills

Communication skills
Interpersonal skills
Organizational skills
Attention to detail
Multi-tasking
Meeting deadlines
Independent work
Initiative
Microsoft Office (Word, Excel, PowerPoint)

Location

Toronto
Montreal

Work Type

Contract
Onsite

Experience Level

1-3 years

Education Level

Qualified Associate Financial Planner Certificate
Working towards CFP

Salary/Compensations

$60,000 - $85,000

About the Company

Canaccord Genuity (CG) is a leading independent full-service financial services firm, with operations in two principal segments of the securities industry: wealth management and capital markets.
CG is driven by an unwavering commitment to build lasting client relationships – we achieve this by generating value for our individual, institutional, and corporate clients through comprehensive wealth management solutions and investment banking services.
We are a leading independent wealth management firm in Canada, and the leading mid-market provider of investment banking advisory, equity research, sales and trading services for corporations and institutions.
We pride ourselves on understanding our clients’ needs and finding innovative, bespoke solutions.
Our entrepreneurial and friendly team will challenge you to learn and grow every day.
We value great work and collaboration and strive to eliminate bureaucratic thinking.
We’re looking for talented people who thrive in a fast-paced environment and want to have an impact with innovative ideas and best practices.
Come be a part of our Canadian success story and help deliver superior experiences for our clients.

Equal Opportunity

At CG, we recognize that diversity across our business strengthens our client relationships and enables more innovative solutions.
We strongly encourage applications from all qualified individuals regardless of race, religion, colour, national origin, gender, sexual orientation, age, marital status, or disability status.
CG provides an accessible candidate experience. If you need any accommodations throughout the interview process and beyond, please let us know.