Wealth Management Financial Planner

Comprehensive wealth planning and client presentations define this full-time, permanent Financial Planner position with Canaccord Genuity in Calgary.

As part of Canaccord Genuity Wealth Management, you will develop plans for high net worth clients. The work spans financial, investment, retirement, risk management, estate planning, and tax strategies. You will also support Investment Advisors.

Key Responsibilities:

• Prepare comprehensive wealth plans addressing client-specific needs
• Personalize plans for emerging affluent planning challenges
• Analyze unique client tax situations and provide strategies
• Present fee-based investment and estate planning solutions
• Maintain ongoing client relationships within a team context

Requirements:

• Completed Certified Financial Planner designation
• Three years of relevant financial planning experience
• Knowledge of investment and insurance industries is an asset
• Strong Microsoft Word, Excel, and PowerPoint knowledge
• Excellent communication and presentation skills

Apply financial planning, tax strategy, and presentation expertise while supporting Canaccord Genuity clients and Investment Advisors in Calgary.