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Associate, Financial Planning - Wealth & Estate Planning

Vancouver, BC

Associate, Financial Planning - Wealth & Estate Planning, Canaccord Genuity Wealth & Estate Planning Services Ltd. 
Vancouver – Job #3981

Summary:


Through its principal subsidiaries, Canaccord Genuity Group Inc. (“Company”) is a leading independent, full-services financial firm, with operations in two principal segments of the securities industry: wealth management and capital markets

Since its establishment in 1950, the Company has been driven by an unwavering commitment to building lasting client relationships. We achieve this by generating value for our individual, institutional and corporate clients through comprehensive investment solutions, brokerage services and investment banking services.

The Company has Wealth Management offices located in Canada, the UK, Guernsey, Jersey, the Isle of Man and Australia.  Canaccord Genuity, the international capital markets division, operates in North America, UK & Europe, Asia, Australia and the Middle East.  

Our Canadian operations are currently looking for an enthusiastic, organized self-starter to join our Canaccord Genuity Wealth & Estate Planning team in Vancouver. This role will provide support to our Wealth and Estate Planning Team and is ideal for someone looking for a long-term career in financial and retirement planning, who is looking to join a fast-paced work environment, with a growing team/division. 

Responsibilities:

  • Assists with client data discovery, data inputs and packaging of financial plans as requested by the Wealth & Estate Planning Specialists using NaviPlan, Microsoft Word, and Adobe Acrobat.
  • Prepare compliance document requirements for wet signatures or DocuSign as needed.
  • Input a wide variety of client data & documents into our internal systems in a timely and efficient manner.
  • Complete all record keeping functions with attention to detail and accuracy, ensuring that all audit requirements are being met.
  • Provide detailed and meticulous administrative support to the Wealth & Estate Planning Specialists.
  • Assist Specialists in populating detailed monthly pipeline for Sales, Revenue and Client Planning
  • Follow-up with advisor calls and perform other necessary advisor outreach as required.
  • Attend team meetings and assist with projects as required.
  • Assist in larger team ongoing improvement projects as required.


Skills & Qualifications:

  • Completion or progress toward the Qualified Associate Financial Planner® Certificate;
  • Full CFP® designation an asset;
  • Intermediate to advanced computer skills: good working knowledge of Microsoft Office (Word, Excel, PowerPoint).
  • Previous NaviPlan software experience an asset;
  • 1-3 years of similar or related administrative experience an asset;
  • Knowledge of the Wealth and Estate Planning industry an asset;
  • Experience in life and living benefits insurance is an asset;
  • Excellent written and oral English 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;


Canaccord Genuity Corp. welcomes and encourages applications from all qualified individuals including persons with disabilities. We will provide reasonable accommodations upon request for candidates taking part in all aspects of the recruitment and selection cycle.

Qualified applicants are invited to submit a resume and covering letter including salary expectations. All applications will be held in strict confidence.

Upon offer, candidates are required to show proof of citizenship, permanent residence or eligibility to work in Canada with no restrictions.

We wish to thank all candidates for their interest but only those applicants selected for an interview will be contacted. Thank you for your understanding.
INDHP

 

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