Wealth Planning Associate at Canaccord Genuity
Canaccord Genuity Corp.
Full-time
Management & Operations
Location
vancouver, metro vancouver regional district, Canada
Posted
July 20, 2026
Job Description
Join Canaccord Genuity as a Wealth Planning Associate in Vancouver, specializing in financial plans and client support. This role emphasizes detailed administrative functions and client interaction.
Canaccord Genuity seeks an energetic and organized professional to support Wealth & Estate Planning Specialists. You will assist with creating financial plans, maintaining client data, and enhancing client relationships. The ideal candidate brings 1-3 years of relevant experience with strong multi-tasking abilities.
Key Responsibilities:
• Create financial plans under specialist guidance
• Provide thorough administrative support to specialists
• Input client data into Conquest and Propel systems
• Prepare insurance applications and client illustrations
• Conduct client outreach and follow-up communications
Requirements:
• Completion of Qualified Associate Financial Planner Certificate preferred
• 1-3 years of r...
Canaccord Genuity seeks an energetic and organized professional to support Wealth & Estate Planning Specialists. You will assist with creating financial plans, maintaining client data, and enhancing client relationships. The ideal candidate brings 1-3 years of relevant experience with strong multi-tasking abilities.
Key Responsibilities:
• Create financial plans under specialist guidance
• Provide thorough administrative support to specialists
• Input client data into Conquest and Propel systems
• Prepare insurance applications and client illustrations
• Conduct client outreach and follow-up communications
Requirements:
• Completion of Qualified Associate Financial Planner Certificate preferred
• 1-3 years of r...