Location
vancouver, metro vancouver regional district, Canada
Posted
July 16, 2026
Job Description
Join Canaccord Genuity as a Wealth Planning Associate in Vancouver, supporting Wealth & Estate Planning Specialists with your exceptional detail orientation and multi-tasking skills. Help create financial plans and provide meticulous administrative support daily.
At Canaccord Genuity, we are seeking an organized and energetic individual to assist our Wealth & Estate Planning team. This role focuses on inputting client data efficiently and preparing essential documentation for clients. You’ll thrive in a collaborative and innovative environment, contributing to client relationships in the wealth management sector.
Key Responsibilities:
• Create financial plans as requested by Wealth & Estate Planning Specialists
• Provide administrative support to the planning team
• Input client data into systems accurately
• Prepare insurance applications for clients
• Conduct follow-up client outreach as required
Requirements:
• 1-3 years' administrative experience in simil...
At Canaccord Genuity, we are seeking an organized and energetic individual to assist our Wealth & Estate Planning team. This role focuses on inputting client data efficiently and preparing essential documentation for clients. You’ll thrive in a collaborative and innovative environment, contributing to client relationships in the wealth management sector.
Key Responsibilities:
• Create financial plans as requested by Wealth & Estate Planning Specialists
• Provide administrative support to the planning team
• Input client data into systems accurately
• Prepare insurance applications for clients
• Conduct follow-up client outreach as required
Requirements:
• 1-3 years' administrative experience in simil...