Wealth Planner for High-Net-Worth Clients

Canaccord Genuity Group Inc.; Calgary; On-site; CAD 80,000 - 110,000; Full time

Job summary

Canaccord Genuity Corp. in Calgary is seeking a motivated Financial Planner to join our Wealth Management team on a full-time permanent basis.

As part of the Wealth Management group, you will increase High Net Worth client business by delivering comprehensive financial plans and leveraging the Canaccord Genuity network. You will analyze tax situations, present plans and investment strategies, and cultivate strong partner relationships.

Qualifications

• CFP designation required.
• At least 3 years of experience in financial planning.
• Investment and insurance knowledge is an asset.
• Strong MS Office skills.
• Experience with planning software Conquest or Naviplan is an asset.

Responsibilities

• Prepare comprehensive wealth plans addressing client needs in financial, investment, retirement, risk management and estate planning.
• Personalize wealth plans for emerging affluent clients and topics like holding companies and employee stock options.
• Analyze clients’ tax situations to provide strategies.
• Deliver presentations on fee-based investment and estate planning solutions; promote plans to drive business.
• Maintain ongoing client relationships in a team context.

Skills

Verbal communication

Written communication

Presentation skills

Teamwork / independence

Networking / client acquisition

Education

CFP designation

Tools

Conquest

Naviplan

Microsoft Office

Job description

Canaccord Genuity Corp. in Calgary is seeking a motivated Financial Planner to join our Wealth Management team on a full-time permanent basis.

As part of the Wealth Management group, you will increase High Net Worth client business by delivering comprehensive financial plans and leveraging the Canaccord Genuity network. You will analyze tax situations, present plans and investment strategies, and cultivate strong partner relationships.