Associate, Financial Planning

2 weeks ago

Toronto, Canada Canaccord Genuity Corp. Full time

**Associate, Financial Planning - Wealth & Estate Planning, Canaccord Genuity Wealth & Estate Planning Services Ltd.**

**Toronto - Job #7094**

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**Who we are**:
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.

Our Canadian operation, Canaccord Genuity Corp., is currently looking for an energetic, organized and detail-oriented individual with exceptional multi-tasking and interpersonal skills to support our Investment Advisor in Toronto.

**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, Ageman, Naviplan and various Insurance Company software;
- Provide client life and living benefits illustrations;
- 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 clients calls and perform other necessary client outreach as required;
- Attend team meetings and assist with projects as required.

**Training & Support**:

- Provide Investment Advisors with ongoing supplemental support on our Financial Planning software, Naviplan;
- Provide support to Wealth 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.

**Skills & Qualifications**:

- 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).

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