Financial Planner

Canaccord Genuity (CG) is a leading independent financial services firm that provides wealth management and capital markets solutions across Canada and internationally.

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 and accommodates applicants throughout the interview process.

Responsibilities

• Prepare comprehensive wealth plans to address client-specific needs in financial, investment, retirement, risk management and estate planning.
• Personalize each wealth plan with expertise related to emerging affluent clients, such as holding companies, employee stock options, individual pension plans, retirement compensation agreements, charitable giving, etc.
• Deliver presentations to clients on fee‑based investment solutions, estate planning solutions, and ...