Private Wealth Planner - CFP | Cash Management Group

Canaccord Genuity Group Inc.; Vancouver; On-site; CAD 85,000 - 100,000; Full time

Benefits offered by this job

Competitive salary and bonuses

Medical / Dental coverage

RRSP matching

Weekly catered lunches

Health and wellness perks

Job summary

A leading financial services firm in Vancouver is seeking a Wealth and Estate Planning Specialist to provide personalized and comprehensive financial planning for high-net-worth clients. This full-time role requires expertise in strategic planning and relationship management, along with a CFP designation. Join a team that values innovation and client focus, offering competitive compensation and benefits.

Qualifications

• 5+ years in comprehensive and complex financial planning roles.
• 5+ years of client-facing experience, preferably in wealth management.
• Strong proficiency in Conquest and Excel.

Responsibilities

• Prepare and deliver personalized financial plans for high-net-worth clients.
• Conduct client discovery meetings to assess financial goals.
• Present financial plans in client meetings alongside Investment Advisors.

Skills

CFP designation

Conquest proficiency

Client-facing experience

Analytical skills

Communication skills

Excel proficiency

Presentation skills

Education

CFP designation

Tools

Conquest

Excel

Job description

Overview

The Cash Management Group at Canaccord Genuity is looking for a Wealth and Estate Planning Specialist to join our high-performing team of finance professionals. We manage approximately $6 billion in client assets and employ like-minded individuals who display grit, integrity, hard work, and an ability to think outside the box.

As a Wealth Planning Specialist, you will deliver personalized and comprehensive financial planning services to high-net-worth (HNW) and ultra-high-net-worth (UHNW) clients. This role combines strategic planning, relationship management, and technical expertise to support advisors and elevate client experiences within our private wealth group. You need to have a strong work ethic, a positive attitude, and a sharp attention to detail to succeed in this role. This is a full-time onsite position out of our downtown Vancouver office.

Base pay range

CA$85,000.00/yr - CA$100,000.00/yr

Responsibilities

• Prepare and deliver personalized financial plans using Conquest software for high-net-worth (HNW) and ultra-high-net-worth (UHNW) clients.


• Tailor plans to address complex client needs such as holding companies, stock options, IPPs, RCAs, charitable giving, and estate planning.


• Conduct client discovery meetings to assess financial goals and build holistic strategies.


• Present financial plans in client meetings alongside our private wealth Investment Advisors.


• Provide recommendations across investment, tax, retirement, risk management, and estate planning.


• Act as a subject matter expert to our Investment Advisors, simplifying complex strategies to support business development.


• Strengthen relationships with advisors and clients to deepen engagement and identify new opportunities.


• Integrate total wealth solutions (Tax, Insurance, Estate & Trust, Charitable Giving) to deliver integrated planning solutions.


• Support business development for mass affluent and HNW clients, identifying cross-sell and referral opportunities.


• Analyze client tax scenarios and deliver personalized tax-efficient strategies (e.g., RRSP/RRIF withdrawals).


• Occasionally prepare personal and corporate tax packages for clients.


• Participate in firm-wide projects, marketing initiatives, and development of thought leadership content.


• Maintain up-to-date knowledge of financial planning trends, legislation, and strategies.

Skills and Qualifications

• CFP designation required (other tax planning designations are assets).


• Completion of or willingness to complete CSC and CPH.


• 5+ years in comprehensive and complex financial planning roles.


• 5+ years of client-facing experience, preferably in wealth management or advisory.


• Strong proficiency in Conquest and Excel; knowledge of Dataphile, YCharts, Envestnet an asset.


• Excellent communication, presentation, and writing skills.


• Highly organized, detail-oriented, and capable of working both independently and in teams.


• Strong analytical skills, curiosity, and a proactive, client-focused mindset.

What we have to offer

• Competitive salary and potential for bonuses;


• Competitive benefits package including Medical / Dental coverage;


• The Cash Management Group provides RRSP matching and other benefits including: weekly catered lunches, weekly massages, health & wellness perks, fun team events, and daily healthy snacks.

How to Apply

Please apply directly through LinkedIn.

This posting will remain open until a qualified candidate is hired. To learn more about the team and Canaccord Genuity, visit www.cgcashgroup.ca.

Canaccord Genuity Corp. welcomes and encourages applications from all qualified individuals including persons with disabilities. We will provide reasonable accommodations upon request for candidates taking part in all aspects of the recruitment and selection cycle.

In order to be considered for employment at Canaccord Genuity, candidates selected for interviews will be required to show proof of citizenship, permanent residence or eligibility to work in Canada.

Seniority level

• Associate

Employment type

• Full-time

Job function

• Finance