Accounting & Finance

CFP: HNW Wealth Planner & Financial Strategy

CGC Canaccord Genuity Corp.

Calgary · Ab · Canada

Canaccord Genuity Corp. in Calgary is seeking a Financial Planner to increase High Net Worth client business by delivering comprehensive financial plans and wealth management solutions. You will work with Investment Advisors to attract and retain clients through tailored plans.

The role requires CFP certification, 3+ years in financial planning, and strong presentation skills. Office-based position with an emphasis on team collaboration and client relationships.

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Reference: WJ-291_11245559

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