Wealth and Estate Planning Specialist, Wealth Management

Socket.dev; Winnipeg; On-site; CAD 110,000 - 150,000; Full time

Job summary

Canaccord Genuity is seeking a Wealth and Estate Planning Specialist to join our Canadian Wealth Management Services team in Winnipeg. You will partner with Investment Advisors to increase High Net Worth client assets, train advisors, and identify estate planning opportunities.

This role requires strong communication, a CFP or CPA background, and extensive experience in financial planning. Reporting to the Head, Managed Account Platform, WEPSL & Insurance, you will leverage Conquest software and

Qualifications

• CFP designation preferred for financial planning role.
• CPA with an accounting background is an asset.
• LLQP licensed is required.
• Extensive experience with planning software: Conquest preferred.
• 10+ years of relevant experience in financial planning; complex planning experience essential.
• Strong presentation skills.
• Able to work both in a team and independently.
• Excellent written and oral communication skills.
• Other tax planning designations considered an asset.

Responsibilities

• Prepare comprehensive financial plans utilizing Conquest software and tailor plans for high net worth clients.
• Present financial plans to advisors and clients in person or virtually.
• Develop and maintain relationships with CGWM advisors as a subject matter expert in financial planning.
• Identify opportunities to deepen client relationships and coordinate with WEPSL team.
• Collaborate with Estate Planning Advisor to maximize insurance opportunities.
• Support high-net-worth clients with customized estate planning strategies.
• Leverage knowledge of CGWM units to expand client services.
• Enhance advisor usage of Conquest through training and visibility.

Skills

CFP designation

CPA

LLQP

Conquest

10+ years exp

Presentation skills

Teamwork & independence

Communication skills

Tax designations asset

Education

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