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Added 12 mins ago
S
National Key Account Manager
Solina
Toronto, ON
- Full-time
…account role, not a geographic territory or distributor-led sales position. The incumbent is accountable for profitable growth, retention, customer strategy, commercial agreements,…
Added 42 mins ago
CI
Business Development Representative
CMB Insurance Brokers
Grande Prairie, AB
- Full-time
A Business Development Representative (BDR, for short) is responsible for generating new business opportunities. Daily, BDRs are making cold calls, sending emails, and leading high-level…
Added 42 mins ago
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Financial Services Representative - North Vancouver (8-Month Contract)
Vancity
North Vancouver, BC
- Full-time
As a Financial Services Representative, you’ll be the first point of contact for our members - making it easier to bank with us, earning their trust, and creating a personalized member…
Added 42 mins ago
MH
VIE – Demand Planning Analyst – Moët Hennessy Brands
Moët Hennessy
Montreal, QC
- Other
…role offers the opportunity to contribute to Moët Hennessy’s development in Canada within an international and dynamic…
Added 42 mins ago
NC
Manager, Content strategy and Operations
Newfoundland Capital Corporation Limited
Toronto, ON
- Full-time
Reporting to the Creative Director and working closely with Sales, Operations, and our creative teams, the Manager, Content Strategy & Operations will play a key role in developing content…
Added 42 mins ago
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Digital Sales Engineer / Market Development Manager-Automation-Flygt
Xylem
Montreal, QC
- Full-time
We're Hiring a Digital Sales Engineer / Market Development Manager!
Added 42 mins ago
HL
Technical Sales Representative
Hydrasurvey Ltd.
Calgary, AB
- Full-time
As our Technical Sales Representative, you’ll increase revenue across Canada and the U.S., build strong client relationships and lead the entire sales cycle to help shape our North American…
Added 42 mins ago
T
Part Time Sales Representative Koodo | Cottonwood Mall
TELUS
Chilliwack, BC
- Part-time
Additional sales incentives like cash prizes, phones, accessories, and trips
Added 42 mins ago
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Part Time Sales Representative (Koodo) | Cross Iron Mills
TELUS
Rocky View, AB
- Part-time
Additional sales incentives like cash prizes, phones, accessories, and trips
Added 58 mins ago
S
Business Development Representative - SMB
Solink
Remote, Canada
- $68,500 to $85,000 CAD / year
- Full-time
- Remote
As a Business Development Representative (BDR) at Solink, you will play a crucial role in driving the growth of our business by identifying and generating new business opportunities. Your…
Added 1 hour ago
TH
Customer Experience Representative
Trudell Healthcare Solutions Inc.
London, ON
- Full-time
…looking for a dynamic, detail-oriented Customer Experience Representative who brings a strong sense of urgency, exceptional communication skills, and a natural ability to build lasting…
Added 1 hour ago
Customer Experience Representative
Trudell Medical Group
London, ON
…looking for a dynamic, detail-oriented Customer Experience Representative who brings a strong sense of urgency, exceptional communication skills, and a natural ability to build lasting…
Added 1 hour ago
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Trust Officer
RBC
Halifax, NS
- Full-time
Responsible for overall client relationship management and acting as the representative of the client portfolio
Added 1 hour ago
FP
Outside Sales Representative
Frontier Power Products
New Westminster, BC · Surrey, BC
- Full-time
The Outside Sales Representative is a results-driven professional responsible for developing new business and maintaining existing client relationships within the assigned territory.…
Added 1 hour ago
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Business Development Representative - Vancouver
War Room Advertising Services
Vancouver, BC
- $55,000 to $65,000 CAD / year
War Room is looking for a Business Development Representative (BDR) to join our growing team! Reporting to the Director of Sales, you will be responsible for generating new business…
Added 1 hour ago
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Account Manager, Life and Health Insurance
Desjardins
Levis, QC
- Full-time
…them. You drive results to actively help your unit achieve its sales and business development objectives. You are responsible for accounts with significant development potential for your…
Added 1 hour ago
T
Commercial Sales Representative
Tirecraft
Port Perry, ON
- Full-time
Join our team as a Commercial Sales Representative and play an important role in growing our commercial tire business. You’ll build strong relationships with new and existing customers,…
Added 1 hour ago
Service Sales Representative - First Aid and Safety
Cintas
Calgary, AB · Edmonton, AB
Cintas is seeking a Service Sales Representative - First Aid and Safety to sell and service customers in a manner which exceeds their expectations. Responsibilities include developing and…
Added 1 hour ago
CC
Service Sales Representative - First Aid and Safety
Cintas Canada
AB · Edmonton, AB
- Full-time
Cintas is seeking a Service Sales Representative - First Aid and Safety to sell and service customers in a manner which exceeds their expectations. Responsibilities include developing and…
Added 1 hour ago
CC
Route Service Representative
Cintas Canada
Toronto, ON · Etobicoke, ON
- Full-time
Cintas is seeking a Route Service Representative to manage and grow customer accounts in the Rental Division. Our partners drive a truck along an established route and service and sell…
Added 1 hour ago
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Financial Service Representative - LendDirect Office 1677
LendDirect
Toronto, ON · Scarborough, ON
- Full-time
“After starting as a Financial Service Representative in late 2021 it was within a year, I quickly rose to being a Shift Lead. I trained diligently with my Branch Manager and Assistant…
Added 1 hour ago
TC
Machine Sales Representative (MSR)
Toromont Cat
Windsor, ON
- Full-time
Toromont Cat is looking for a Machine Sales Representative to join our team in Windsor! Our Machine Sales Representative (MSR) will be responsible for the sales of heavy equipment by…
Added 1 hour ago
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Route Sales Representative - Full-Time
PepsiCo
Bedford, NS
- Full-time
- Contract
As a Route Sales Representative at Frito Lay Canada, there are two main accountabilities: (1) selling and developing the business and (2) servicing customers through delivery and…
Added 1 hour ago
SC
Employment Specialist - 6279G
Starling Community Services
Kitchener, ON
- Full-time
Professional development and tuition reimbursement opportunities.
Added 1 hour ago
S
Business Development Representative - SMT
Solink
Remote, Canada
- $68,500 to $85,000 CAD / year
- Full-time
- Remote
We are looking for a high-performance Mid-Market / Enterprise Business Development Representative who thrives in complex sales environments and knows how to break into larger,…

Canaccord Genuity Group Inc.

Associate, Financial Planning

Edmonton, AB, Canada

Full-time

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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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