mississauga, on senior estate planner Jobs – 16 Openings This Week

Associate, Financial Planner
Canaccord Genuity Corp. —Oakville, ON
- $75,000–$80,000 a year
- Full-time
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
13d
Office Administration Coordinator
Crown Property Management Inc. —Toronto, ON
- $65,000–$75,000 a year
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
18h
Manager, Real Estate
Tokyo Smoke —Toronto, ON
- Business development
- Analysis skills
- Project management
Quick apply
Senior Manager, Store Space Design
Walmart Canada —Mississauga, ON
- $109,400–$150,480 a year
- Full-time
- Microsoft Powerpoint
- AutoCAD
- Microsoft Excel
Senior Capital Planner
Turner & Townsend —Toronto, ON
- $125,000–$175,000 a year
- Full-time
- Hybrid work
- Engineering
- Finance
- Analysis skills
- Dental care
Quick apply
SENIOR PROJECT MANAGER PF&R
City of Toronto —Toronto, ON
- $115,672–$160,649 a year
- Overtime
- Writing skills
- Analysis skills
- Project management
3d
Senior Interior Designer
BGIS —Toronto, ON
- $73,600–$92,000 a year
- Full-time
- Hybrid work
- Microsoft Powerpoint
- Microsoft Word
- AutoCAD
Senior Manager, Total Wealth Planning Support - Toronto, ON
Scotiabank —Toronto, ON
- Bachelor's
- Financial services
- Communication skills
Senior Financial Planning Advisor
National Bank of Canada —Toronto, ON
- Full-time
- English
- Bachelor's
- Accounting
- Wellness program
- Employee assistance program
IT Senior Analyst, Business
FCT —Oakville, ON
- $91,300–$111,700 a year
- Full-time
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
- Profit sharing
- Employee stock purchase plan
Director, Wealth and Family Office (CPA)
Baker Tilly WM —Toronto, ON
- $150,000–$185,000 a year
- Overtime
- Hybrid work
- Accounting
- Leadership
- Commuter benefits
- Dental care
Quick apply
Senior Total Wealth Planner - Toronto, ON
Scotiabank —Toronto, ON
- Presentation skills
- Bachelor's
- Travel
- Life insurance
Total Wealth Planning Associate - Vancouver, BC
Scotiabank —Toronto, ON
- Microsoft Excel
- Bachelor's
- Computer skills
Senior Manager, Wealth & Tax Advisory
Baker Tilly WM —Toronto, ON
- $130,000–$170,000 a year
- Overtime
- Hybrid work
- Communication skills
- Commuter benefits
- Dental care
Quick apply

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Executive Assistant / Communications Coordinator
Newton’s Grove School —Mississauga, ON
Support in managing incoming phone calls, emails, inquiries, and front desk operations with efficiency and professionalism. The successful candidate will be:*.
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Administrative Associate
Links2Care —Oakville, ON
O Maintain filing cabinet adding new files and pulling dormant files for storage. Completion of an Administration Certification program or related course from a…
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Associate, Financial Planner

Canaccord Genuity Corp. -
Oakville, ON

Apply Now

Job details

Full-time
$75,000–$80,000 a year
13 days ago

Qualifications

Microsoft Powerpoint
Microsoft Word
Microsoft Excel
Microsoft Office
Finance
CFP
Communication skills

Full job description

Salary Range: $75,000 - $80,000

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.

We are currently looking for an Associate, Financial Planning to join Team LWC in our Oakville office. This role will provide support to our Senior Financial Planner and is ideal for someone looking for a long-term career in financial and retirement planning, who is looking to join a collaborative fast-paced work environment, with a growing team.

Responsibilities:

Support the Senior Financial Planner with client data gathering, plan preparation, and delivery using Conquest and internal tools.
Prepare and send introductory planning packages, including engagement letters, document requests, and questionnaires.
Support the design and implementation of insurance strategies by preparing illustrations, analyzing coverage options, and assisting in the underwriting and application process.
Accurately input and maintain client information in financial planning software and internal systems.
Assist in identifying client insurance needs through financial plan reviews and support ongoing policy servicing, including reviews, adjustments, and beneficiary updates.
Create client-friendly plan summaries and support the delivery of financial plans in meetings (in person or virtual).
Maintain accurate recordkeeping to meet audit requirements and ensure compliance standards are upheld.
Follow up with advisors and support advisor outreach as needed to move plans and client discussions forward.
Contribute to refining and documenting internal systems to enhance the wealth planning experience for both clients and the team.
Provide general support with preparing materials and documentation for client meetings.

Skills & Qualifications:

2–4 years of experience in client-facing financial planning, wealth management, or a related role.
Completion of the CFP designation.
Insurance licensed, or willingness to obtain one.
Strong understanding of financial planning fundamentals, including wealth and estate planning and insurance concepts.
Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint).
Experience with financial planning software (Conquest) is considered an asset.
Highly organized with exceptional attention to detail.
Strong written and verbal communication skills, with the ability to build effective relationships with clients and team members.
Ability to manage multiple priorities and meet deadlines in a fast-paced environment.
Self-motivated and proactive, with a strong sense of initiative.
Ability to work both independently and collaboratively within a team environment.

#LI-VP1 #INDHP #LI-Onsite

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.

Apply Now

Refine Your Search

senior estate planner jobs in mississauga, on

Associate, Financial Planner

Office Administration Coordinator

Manager, Real Estate

Senior Manager, Store Space Design

Senior Capital Planner

SENIOR PROJECT MANAGER PF&R

Senior Interior Designer

Senior Manager, Total Wealth Planning Support - Toronto, ON

Senior Financial Planning Advisor

IT Senior Analyst, Business

Director, Wealth and Family Office (CPA)

Senior Total Wealth Planner - Toronto, ON

Total Wealth Planning Associate - Vancouver, BC

Senior Manager, Wealth & Tax Advisory

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