Private Wealth Planner - CFP | Cash Management Group

Overview

The Cash Management Group at Canaccord Genuity is looking for a Wealth and Estate Planning Specialist to join our high-performing team of finance professionals. We manage approximately $6 billion in client assets and employ like-minded individuals who display grit, integrity, hard work, and an ability to think outside the box.

As a Wealth Planning Specialist, you will deliver personalized and comprehensive financial planning services to high-net-worth (HNW) and ultra-high-net-worth (UHNW) clients. This role combines strategic planning, relationship management, and technical expertise to support advisors and elevate client experiences within our private wealth group. You need to have a strong work ethic, a positive attitude, and a sharp attention to detail to succeed in this role. This is a full-time onsite position out of our downtown Vancouver office.

Base pay range

CA$85,000.00/yr - CA$100,000.00/yr