Financial Planner

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

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.

Through its principal subsidiaries, Canaccord Genuity Group Inc. (“Company”) is a leading independent, full-services financial firm, with operations in two principal segments of the securities industry: wealth management and capital markets. Since its establishment in 1950, the Company has been driven by an unwavering commitment to building lasting client relationships. We achieve this by generating value for our individual, institutional and corporate clients through comprehensive investment solutions, brokerage services and investment banking services. The Company has Wealth Management offices located in Canada, the UK, Guernsey, Jersey, the Isle of Man and Australia. Canaccord Genuity, the international capital markets division, operates in North America, UK & Europe, Asia, Australia and the Middle East.