CFP: HNW Wealth Planner & Financial Strategy

CGC Canaccord Genuity Corp.; Calgary; On-site; CAD 60,000 - 90,000; Full time

Job summary

Canaccord Genuity Corp. in Calgary is seeking a Financial Planner to increase High Net Worth client business by delivering comprehensive financial plans and wealth management solutions. You will work with Investment Advisors to attract and retain clients through tailored plans.

The role requires CFP certification, 3+ years in financial planning, and strong presentation skills. Office-based position with an emphasis on team collaboration and client relationships.

Qualifications

• Completion of the Certified Financial Planner (CFP) designation.
• Three years of relevant experience in all aspects of financial planning.
• Investment and insurance industry knowledge is an asset.
• Strong knowledge of Microsoft Office (Word, Excel, PowerPoint).
• Experience with planning software: Conquest or Naviplan an asset.
• Excellent verbal and written communication skills with strong presentation skills.
• Ability to work effectively independently and in team environments.
• Proven networking and client acquisition skills, with the ability to cultivate strong partner relationships.

Responsibilities

• Prepare comprehensive wealth plans to address client specific needs or concerns in the areas of financial, investment, retirement, risk management and estate planning.
• Personalize each wealth plan to provide expert knowledge around challenges affecting emerging affluent clients, such as: holding companies, employee stock options, individual pension plans, retirement compensation agreements, charitable giving, etc.
• Analyse clients unique tax situations to provide strategies.
• Deliver presentations to clients on specific topics related to fee-based investment solutions, estate planning solutions, and financial planning; and promoting plans to drive the business;
• Maintain ongoing relationships with clients in a team context.

Skills

Three years of experience in financial

Investment and insurance knowledge

Microsoft Office proficiency

Presentation skills

Independent and team work

Networking & client acquisition

Education

Certified Financial Planner CFP designation

Tools

Conquest

Naviplan

Job description

Canaccord Genuity Corp. in Calgary is seeking a Financial Planner to increase High Net Worth client business by delivering comprehensive financial plans and wealth management solutions. You will work with Investment Advisors to attract and retain clients through tailored plans.

The role requires CFP certification, 3+ years in financial planning, and strong presentation skills. Office-based position with an emphasis on team collaboration and client relationships.