Wealth and Estate Planning Specialist, Wealth Management

CGC Canaccord Genuity Corp.; Winnipeg; On-site; CAD 90,000 - 130,000; Full time

Benefits offered by this job

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Indemnités de stage/alternance

Job summary

Canaccord Genuity Corp. in Canada is seeking a Wealth and Estate Planning Specialist to work with Investment Advisors, develop comprehensive plans, and build assets with high net worth clients.

You will train and support advisors, promote wealth management services, and help optimize estate and tax planning opportunities, reporting to the Head of Managed Account Platform.

Qualifications

• Financial planning designation required or CFP preferred.
• CPA with accounting background considered an asset.
• LLQP licensed is required.
• Extensive experience with planning software Conquest.
• 10+ years of relevant experience in financial planning.
• Complex financial planning experience essential.
• Strong presentation skills.
• Passionate about educating clients and advisors.
• Team player with ability to work independently.
• Excellent written and verbal communication skills.
• Other tax planning designations considered an asset.

Responsibilities

• Prepare comprehensive financial plans using Conquest.
• Personalize plans for high net worth clients.
• Present plans to advisors and clients in person or virtually.
• Develop and maintain relationships with CGWM advisors.
• Identify opportunities to deepen client relationships and cross-sell.
• Collaborate with WEPS team to maximize insurance opportunities.
• Simplify complex strategies for advisors.
• Support advisor usage of Conquest through training.

Skills

CFP designation

CPA background

LLQP license

Conquest software

10+ years experience

Complex financial planning

Strong presentation skills

Educating clients/advisors

Team & independent work

Excellent communication

Tax planning designations

Education

CPA designation

LLQP license

Tools

Conquest

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 with excellent organizational and communication skills combined with the ability to prioritize and manage a complex workload to join our team.

As an integral member of Wealth Management Services, the role of the Wealth and Estate Planning Specialist is to increase High Net Worth (HNW) client business by working with Canaccord’s Investment Advisors to leverage their time, talents and resources in gathering and maintaining assets of HNW clients. The Wealth and Estate Planning Specialist will actively promote the benefits of building wealth management practice and will be directly responsible for training, opportunity spotting and revenue generation. This position reports to the Head, Managed Account Platform, WEPSL & Insurance.

Responsibilities

• Preparing comprehensive financial plans utilizing Conquest financial planning software
• Personalizing each financial plan to provide expert knowledge around issues affecting high net worth and ultra high net worth clients, such as: retirement & cash flow planning, estate planning, tax considerations for holding companies, uses of trusts employee stock options, pension plans, charitable giving, etc.
• Presenting completed financial plans to advisors and clients in‑person or virtually
• Developing and maintaining relationships with CGWM advisors, serving as a subject matter expert in regards to financial planning
• Identifying opportunities to deepen client relationships with CGWM such as insurance referrals, externally held assets or other financial needs
• Working alongside the Wealth and Estate Planning (WEPS) Team and CGWM advisors to provide an exceptional client experience
• Collaborating with the Estate Planning Advisor in WEPS to maximize insurance opportunities
• Partnering with high-net-worth and ultra-high-net-worth clients to navigate complex tax considerations and customized estate planning opportunities
• Maintain a high level of partnership and knowledge regarding all of CGWM’s units
• Generate ideas and participate in the development of projects that will enhance client service and strengthen client relationships with CGWM
• Simplify complex strategies for advisors to assist with growing CGWM’s wealth management business
• Increase advisor use and proficiency of Conquest through increased visibility and training

Skills & Qualifications

• Financial planning designation (CFP preferred)
• CPA with an accounting background considered an asset
• LLQP licensed is required
• Extensive experience with planning software: Conquest preferred
• 10+ years of relevant experience in all aspects of financial planning
• Complex financial planning experience is essential
• Strong presentation skills
• Highly engaged and passionate about educating clients and advisors
• Ability to work both as part of a team and independently to complete tasks
• Effective communicator with excellent written and oral communication skills
• Other tax planning designations considered an asset

#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.

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.