Finlogik Offshore Solutions

Associate, Financial Planning

Finlogik Offshore Solutions

2 days ago
Toronto, ON
Onsite
Full Time
Junior
0 applicants
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Finlogik Offshore Solutions
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About this role

Canaccord Genuity Corp is seeking an energetic, organized administrative professional to support its Wealth & Estate Planning Specialists in Toronto and Montreal. This onsite role contributes to the smooth operation of the Wealth & Estate Planning function and requires meticulous attention to client data and paperwork. The position offers a salary range of $60,000 to $85,000 per year.

Skills

Qualifications

Qualified Associate Financial Planner CertificateInsurance LicenseCFP (In Progress)
Finlogik Offshore Solutions

About Finlogik Offshore Solutions

canaccordgenuity.com

Canaccord Genuity Group Inc. is a leading independent, full-service financial services firm, with operations in two principal segments of the securities industry: wealth management and capital markets.

About Finlogik Offshore Solutions

Headquarters

San Francisco, CA

Company Size

201-500 employees

Founded

2018

Industry

Technology

Glassdoor Rating

4.2 / 5

Leadership Team

Sarah Johnson

Chief Executive Officer

Michael Chen

Chief Technology Officer

Emily Williams

VP of Engineering

David Rodriguez

VP of Product

Jessica Thompson

Chief Financial Officer

Andrew Park

VP of Sales

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