About this role
Associate, Financial Planning at Cgf. Location: Vancouver, British Columbia, Canada. Role: creating plans, supporting specialists, inputting data Requirements: Create financial plans, provide administrative and client support for Wealth & Estate Planning Specialists; proficiency with Conquest, Propel, insurance software and Microsoft Office; 1-3 years related experience. Category: Finance and Accounting Seniority: Entry Level Tools: Conquest, Propel, Microsoft Word, Microsoft Excel, Microsoft PowerPoint Certifications: qualified associate financial planner, cfp, insurance Commitment: Full Time Workplace: Onsite Languages: English