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Added 13 mins ago
Assurance - Intermediate Associate, Accounting & Assurance
Segal GCSE LLP
Toronto, ON
INTERMEDIATE ACCOUNTING & ASSURANCE ASSOCIATE
Added 13 mins ago
Assurance - Intermediate Associate, Accounting & Assurance
Segal GCSE LLP
Toronto, ON
INTERMEDIATE ACCOUNTING & ASSURANCE ASSOCIATE
Added 13 mins ago
BD
24-sales associate | Part time
Bain Dépôt
Edmonton, AB
- Part-time
We are currently looking for a part time - Sales Associate to join the team at our Edmonton store.
Added 13 mins ago
LC
Associate Faculty - Clinical Nursing
Lambton College
Sarnia, ON
- Part-time
…for our local and global community and elevate student and client impacts at local, national, and international…
Added 13 mins ago
TT
GTM (Go-To-Market) Partner
Tundra Technical Solutions
Toronto, ON
- $50,000 to $65,000 CAD / year
- Full-time
Rewards and Perks – Competitive health and financial benefits, Associate events, recognition programs, and employee loyalty programs are a few of the perks available at Tundra.
Added 28 mins ago
RS
Customs - Customer Service Associate
Ryder Supply Chain Solutions
Woodstock, ON · CAN - Woodstock ON Oxford Rd
- Full-time
The Customer Service Associate II is responsible for planning and scheduling driver routes as well as providing customer service support to drivers and client representatives. This…
Added 28 mins ago
SL
Senior Associate, Financial Controls - SLC Management
Sun Life
Toronto, ON · Waterloo, ON · Sun Life Toronto One York
- Full-time
…with a full spectrum of solutions for a growing institutional client base of more than 1400 organizations. Our history of organic and strategic growth reflects this commitment with over…
Added 28 mins ago
SM
Senior Associate, Financial Controls - SLC Management
SLC Management
Toronto, ON · Waterloo, ON · Sun Life Toronto One York
- Full-time
…with a full spectrum of solutions for a growing institutional client base of more than 1400 organizations. Our history of organic and strategic growth reflects this commitment with over…
Added 28 mins ago
AC
Early Careers: Investments Associate
Aon Corporation
Vancouver, BC
- Full-time
As an Investment Consulting colleague, you will build the skills, confidence and market knowledge needed to support client reporting, portfolio analytics, investment research and…
Added 43 mins ago
C
Client Engagement Associate, 15h/week - Sherbrooke
CIBC
Sherbrooke, QC
- Part-time
…to support clients with their everyday banking needs. As a Client Engagement Associate, you'll be the first line of support - answering questions, assisting with transactions, guiding…
Added 43 mins ago
C
Financial Advisor CIRO-ID
CIBC
London, ON
- Full-time
As a member of the Imperial Service Team, you’ll manage and grow a dedicated client portfolio through key relationship management, creating comprehensive financial plans and providing…
Added 43 mins ago
C
Client Engagement Associate, 33h/week - Lennoxville
CIBC
Sherbrooke, QC · Lennoxville
- Part-time
…to support clients with their everyday banking needs. As a Client Engagement Associate, you'll be the first line of support - answering questions, assisting with transactions, guiding…
Added 43 mins ago
Associate, Scotia Financial Planning - Toronto East
Scotiabank
Toronto, ON
As an Associate with Scotia Financial Planning, you will embark on a rewarding career journey designed to accelerate your development as a financial services professional. Working alongside…
Added 43 mins ago
Warehouse Associate
Bureau Veritas
Timmins, ON
Reporting to the Warehouse & Logistics Manager, the position of Warehouse Associate is primarily responsible for organizing client samples for storage, inventory tracking and deliver…
Added 43 mins ago
CF
Senior Manager, Military Family Services (Paid Relocation to Cold Lake, AB)
Canadian Forces Morale and Welfare Services
Cold Lake, AB
- $112,490 to $140,650 CAD / year
- Full-time
The Senior Manager will lead and manage the implementation, evaluation and reporting of key initiatives as directed by Associate Director, Resilience and Engagement, Policy and Program…
Added 58 mins ago
T&
Business Operations Partner
Turner & Townsend
Toronto, ON
- Full-time
Provide support to Project Managers, Directors, and Associate Directors with the setup and administration of projects within D365.
Added 1 hour ago
FG
MANGO - Assistant Store Manager/Assistant(e) gérant(e) de magasin - St Bruno
Fox Group Canada Inc.
Saint-Bruno-de-Montarville, QC · Saint-Bruno-de-Montarvill, Quebec
- Full-time
Offrir et assurer en tout temps une expérience client exceptionnelle.
Added 1 hour ago
SD
Spécialiste Beauté, rémunéré(e) à l’heure temps partiel Quarts de travail flexibles
Shoppers Drug Mart
Montreal, QC
- Part-time
Toujours accorder la priorité au client et offrir un service à la clientèle de qualité supérieure.
Added 1 hour ago
KS
Temporary Associate
kate spade new york
Mississauga, ON · Toronto, ON · Ksny Toronto Asc
- Part-time
The Sales Support Associate ensures an organized, efficient, and customer-ready store by managing deliveries, maintaining accurate stock, and supporting daily floor replenishment and…
Added 1 hour ago
A
Regional Service Agent - Boutique
Allstate
Markham, ON
- Full-time
The Customer Service Senior Associate handles basic to complex telephone/email/chat/fax inquiries from internal and external customers in an efficient, professional, and accurate manner.…
Added 1 hour ago
T
Personal Banking Associate (Part time, 18.75h)- Jean-Talon & Querbes
TD
Montreal, QC
- Part-time
…with their financial needs? We are seeking a Personal Banking Associate for our branch office who can guide customers to the appropriate staff member for resolving their financial queries…
Added 1 hour ago
T
Personal Banking Associate Trainee
TD
Toronto, ON
- Full-time
…with their financial needs? We are seeking a Personal Banking Associate Trainee for our branch office who can guide customers to the appropriate staff member for resolving their financial…
Added 1 hour ago
T
Personal Banking Associate Trainee
TD
Bowmanville, ON
- Full-time
…with their financial needs? We are seeking a Personal Banking Associate Trainee for our branch office who can guide customers to the appropriate staff member for resolving their financial…
Added 1 hour ago
T
Personal Banking Associate Trainee (North York, Central Toronto) - Current and Future Opportunities
TD
Toronto, ON
- Full-time
…with their financial needs? We are seeking a Personal Banking Associate Trainee for our branch office who can guide customers to the appropriate staff member for resolving their financial…
Added 1 hour ago
NB
Wealth Associate
National Bank of Canada
Victoria, BC
- Full-time
A career as a Wealth Associate at National Bank is a job where you can showcase your ability to work in synergy with clients and colleagues. In this role, you will help wealth advisors to…

Canaccord Genuity Group Inc.

Associate, Financial Planning

Edmonton, AB, Canada

Full-time

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Applications open in a new tab.

Job details

Job type: Full-time
Experience: Minimum 3 years of experience in financial services, preferably in a planning or advice capacity;
Posting language: English
Posted: Oct 28, 2026

Original job description

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.

Come be a part of our Canadian success story and help deliver superior experiences for our clients. 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.

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 join a growing advisory team in our Edmonton office.

Responsibilities:

Working directly with a team of Investment Advisors where the focus is on client relationships and building a sustainable wealth management business;
Participate in client meetings and contribute to the discovery, planning, and implementation process;
Prepare financial planning documents, investment proposals, and follow-up communications;
Process and follow-up on client documentation for proper maintenance of accounts;
Assist in managing client relationships and ensuring a high standard of service and responsiveness;
Support business development activities and contribute to the growth of the practice.
Perform additional administrative duties as required.

Skills & Qualifications:

Minimum 3 years of experience in financial services, preferably in a planning or advice capacity;
Strong interest in becoming a Financial Planner and working in an advice-based role;
Progress toward or completion of financial planning designations (CFP or QAFP) is an asset;
Excellent communication skills and a client-first mindset;
Ability to work independently, and effectively with employees and clients at all levels
Detail-oriented with strong organizational and analytical skills;
Experience with Dataphile, Salesforce and Conquest would be an asset.

#INDHP

All applications will be held in strict confidence.

In order to be considered for employment, candidates selected for interviews will be required to show proof of citizenship, permanent residence or eligibility to work in Canada with no restrictions.

Protecting your online safety:

Canaccord Genuity and its affiliates do not use text messages for recruitment purposes. If you have received a text message claiming to be from CG or an authorized representative regarding job recruitment, please treat as fraudulent and do not respond.

We wish to thank all candidates for their interest but only those applicants selected for an interview will be contacted. No phone calls please. Thank you for your understanding.

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More about this job

Responsibilities

The associate will work directly with investment advisors to support client discovery, financial planning, and the implementation of wealth management solutions. They are also responsible for managing client documentation, maintaining account records, and supporting business development activities.

Requirements

Candidates must have a minimum of 3 years of experience in financial services, preferably in a planning or advice capacity. Progress toward or completion of financial planning designations such as CFP or QAFP is considered an asset.

Skills

Financial planning
Wealth management
Investment advisory
Financial analysis
Documentation
Business development
Multi-tasking
Interpersonal skills
Communication skills
Organizational skills
Analytical skills
Dataphile
Salesforce
Conquest

Visa sponsorship

Not detected in the job text

Keywords

Financial Planning
Wealth Management
Investment Banking
Advisory
Equity Research
Sales
Trading
Client Relationships
Financial Services
CFP
QAFP
Dataphile
Salesforce
Conquest
Business Development
Investment Proposals
Account Maintenance
Analytical Skills
Communication
Detail-oriented

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