Financial Planner

Canaccord Genuity Group Inc.; Montreal; On-site; CAD 70,000 - 90,000; Full time

Job summary

Canaccord Genuity Group Inc. is hiring a Financial Planner in Montreal to ensure client satisfaction and develop wealth plans. The ideal candidate will have at least 3 years of financial planning experience and relevant qualifications, including IQPF designation. Join a dynamic team focused on delivering innovative solutions to clients.

Qualifications

• Completion of the IQPF designation or working towards it.
• 3 years of relevant experience in financial planning.
• Strong knowledge of Microsoft Office applications.

Responsibilities

• Prepare comprehensive wealth plans for clients.
• Deliver presentations on fee-based investment solutions.
• Analyze clients' tax situations.

Skills

Financial planning

Client relations

Presentation skills

Bilingual (English and French)

Networking

Education

IQPF designation

LLQP designation (or willingness to complete)

Tools

Microsoft Office

Job description

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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.

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 finding innovative, bespoke solutions. Our entrepreneurial and friendly team will challenge you to learn and grow every day. We value great work and collaboration and strive to eliminate bureaucratic thinking. We’re looking for talented people who thrive in a fast-paced environment and want to have an impact with innovative ideas and best practices.

Come be a part of our Canadian success story and help deliver superior experiences for our clients. At CG, we recognize 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 Financial Planner to join our team on a full-time permanent basis in our Montreal office. Reporting to the Senior Investment Advisor, the Financial Planners role is primarily responsible for ensuring clients are extremely satisfied with the service we provide, and that systems and processes are developed and maintained to support a growing business.

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.;
• Analyze 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 IQPF (Quebec Institute of Financial Planning) designation or working towards;
• Completion of or willingness to complete LLQP (Life License Qualification Program) designation is an asset;
• 3 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);
• 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;
• Bilingual (oral and written) in English and French is required.

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.

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.

We wish to thank all candidates for their interest but only those applicants selected for an interview will be contacted. No phone calls please. Thank you for your understanding.

Seniority level

Seniority level

Mid-Senior level

Employment type

Employment type

Full-time

Job function

Job function

Finance and Sales

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