Comprehensive wealth planning and client presentations define this full-time, permanent Financial Planner position with Canaccord Genuity in Calgary.
As part of Canaccord Genuity Wealth Management, you will develop plans for high net worth clients. The work spans financial, investment, retirement, risk management, estate planning, and tax strategies. You will also support Investment Advisors.
Key Responsibilities:
- Prepare comprehensive wealth plans addressing client-specific needs
- Personalize plans for emerging affluent planning challenges
- Analyze unique client tax situations and provide strategies
- Present fee-based investment and estate planning solutions
- Maintain ongoing client relationships within a team context
Requirements:
- Completed Certified Financial Planner designation
- Three years of relevant financial planning experience
- Knowledge of investment and insurance industries is an asset
- Strong Microsoft Word, Excel, and PowerPoint knowledge
- Excellent communication and presentation skills
Apply financial planning, tax strategy, and presentation expertise while supporting Canaccord Genuity clients and Investment Advisors in Calgary.
Wealth Management Financial Planner in Calgary employer: Canaccord Genuity Group Inc.
Canaccord Genuity is an exceptional employer that fosters a dynamic and collaborative work culture, encouraging innovation and professional growth. With a commitment to diversity and inclusion, employees are empowered to thrive in a fast-paced environment while delivering outstanding service to clients. Located in Canada, the firm offers competitive salaries and comprehensive benefits, making it an attractive choice for those seeking meaningful and rewarding careers in the financial services industry.
Contact Details:
Canaccord Genuity Group Inc. Recruitment Team
