Financial Planner

Canaccord Genuity Wealth & Estate Planning Services Ltd; Calgary; On-site; CAD 70,000 - 95,000; Full time

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.

Skills

CFP designation

3 years financial planning

Microsoft Office

Client communication

Independent & teamwork

Networking & client acquisition

Tools

Conquest

Naviplan

Job description

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 providing innovative, bespoke solutions. Our entrepreneurial and friendly team will challenge you to learn and grow every day. We value excellence and collaboration. We’re looking for talented people who thrive in a dynamic environment and want to have an impact with innovative ideas and best practices.

At CG, we believe 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.

Our Canadian operation, Canaccord Genuity Corp., is currently looking for a motivated individual to join our team in Calgary on a full-time permanent basis. As an integral member of the Wealth Management team, the role of the Financial Planner is to increase High Net Worth (NHW) client business by providing comprehensive financial plans to attract & retain business. This will be achieved in part by leveraging the business of our Canaccord Genuity Wealth Management’s Investment Advisors (IAs)..

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 & 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.

#LI-SK1 #LI-Onsite #INDHP

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 your interest but only those applicants selected for an interview will be contacted. No phone calls please. Thank you for your understanding.