Canaccord Genuity Group Inc.
Wealth Planning Specialist in Vancouver
Job Description
Join Canaccord Genuity as a Wealth Planning Specialist, delivering tailored financial solutions to high net worth clients in Vancouver. This role is perfect for passionate financial planners.
As part of the Wealth & Estate Planning team, you will craft personalized financial strategies using your expertise in financial planning and tax considerations. This position fosters long-term relationships with both clients and CGWM advisors, focusing on enhancing the client experience.
Key Responsibilities:
• Develop comprehensive financial plans utilizing Conquest
• Customize strategies for high and ultra-high net worth clients
• Present financial strategies both in-person and virtually
• Work alongside advisors to provide top-notch client service
• Enhance advisor proficiency in Conquest software
Requirements:
• 5+ years of relevant financial planning experience
• CFP designation is preferred
• Strong skill...
As part of the Wealth & Estate Planning team, you will craft personalized financial strategies using your expertise in financial planning and tax considerations. This position fosters long-term relationships with both clients and CGWM advisors, focusing on enhancing the client experience.
Key Responsibilities:
• Develop comprehensive financial plans utilizing Conquest
• Customize strategies for high and ultra-high net worth clients
• Present financial strategies both in-person and virtually
• Work alongside advisors to provide top-notch client service
• Enhance advisor proficiency in Conquest software
Requirements:
• 5+ years of relevant financial planning experience
• CFP designation is preferred
• Strong skill...