At a Glance
- Tasks: Create personalized financial plans and build lasting client relationships.
- Company: Join Canaccord Genuity, a top independent financial services firm in Canada.
- Benefits: Competitive salary, professional development, and a supportive team environment.
- Other info: Diverse and dynamic workplace with opportunities for growth.
- Why this job: Make a real impact by helping clients achieve their financial goals.
- Qualifications: CFP designation and three years of financial planning experience required.
The predicted salary is between 66150 - 80850 $ per year.
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 to join our team in Calgary on a full-time permanent basis. As an integral member of the Wealth Management team, the role of the Financial Planner is to increase High Net Worth (NHW) client business by providing comprehensive financial plans to attract & retain business. This will be achieved in part by leveraging the business of our Canaccord Genuity Wealth Management’s Investment Advisors (IAs).
Responsibilities:
- Prepare comprehensive wealth plans to address client specific needs or concerns in the areas of financial, investment, retirement, risk management and estate planning;
- Personalize each wealth plan to provide expert knowledge around challenges affecting emerging affluent clients, such as: holding companies, employee stock options, individual pension plans, retirement compensation agreements, charitable giving, etc.;
- Analyse clients unique tax situations to provide strategies.
- Deliver presentations to clients on specific topics related to fee-based investment solutions, estate planning solutions, and financial planning; and promoting plans to drive the business;
- Maintain ongoing relationships with clients in a team context.
Skills & Qualifications:
- Completion of the Certified Financial Planner (CFP) designation;
- Three years of relevant experience in all aspects of financial planning;
- Investment and insurance industry knowledge is an asset;
- Strong knowledge of Microsoft Office (Word, Excel, PowerPoint);
- Experience with planning software: Conquest or Naviplan an asset;
- Excellent verbal and written communication skills with strong presentation skills;
- Ability to work effectively independently and in team environments;
- Proven networking and client acquisition skills, with the ability to cultivate strong partner relationships.
Financial Planner in Calgary employer: CGC Canaccord Genuity Corp.
Canaccord Genuity is an exceptional employer that fosters a dynamic and collaborative work environment in Calgary, where Financial Planners can thrive. With a strong commitment to employee growth, the firm offers comprehensive training and mentorship opportunities, ensuring that team members are equipped to provide innovative financial solutions to clients. The inclusive culture at CG not only values diversity but also encourages employees to make a meaningful impact in the wealth management sector, making it a rewarding place to build a career.
Contact Details:
CGC Canaccord Genuity Corp. Recruitment Team
