CFP Wealth Planner for High-Net-Worth Clients

Canaccord Genuity Wealth & Estate Planning Services Ltd

Calgary

On-site

CAD 70,000 - 95,000

Full time

10 days ago

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Job summary

Canaccord Genuity Wealth & Estate Planning Services Ltd in Calgary seeks a Financial Planner to design comprehensive wealth plans, covering investments, retirement, estate and tax planning. You will tailor solutions for NHW clients and collaborate with Investment Advisors to attract and retain business.

Ideal candidates hold the CFP designation, have 3+ years of experience, and demonstrate strong communication and presentation skills.

Qualifications

CFP designation completed or in good standing.
At least three years in financial planning with NHW/wealth clients.
Strong communication skills, both written and verbal.
Proficient in Microsoft Office suite.
Experience with planning software such as Conquest or Naviplan is an asset.
Ability to work independently and in a team environment.
Proven ability to build relationships and acquire clients.

Responsibilities

Prepare comprehensive wealth plans addressing financial, retirement, risk and estate needs.
Personalize plans for emerging affluent clients and complex structures.
Analyse tax situations and provide planning strategies.
Deliver presentations on fee-based solutions and estate planning; promote plans to grow business.
Maintain ongoing client relationships within a team context.