Canaccord Genuity Wealth Management is searching for a Financial Planner to support estate planning initiatives and high net worth clients in Vancouver. Engage with financial professionals and advisors.
Join the dynamic Wealth & Estate Planning team at Canaccord Genuity and contribute to financial strategies that empower clients. You will create financial plans using Conquest software while collaborating with a dedicated team focused on personalized service. This is a long-term career opportunity for motivated financial planners.
Key Responsibilities:
• Create financial plans for high net worth clients
• Collaborate with advisors to improve client relationships
• Present and discuss financial strategies with clients
• Identify additional financial opportunities for clients
• Support training for CGWM advisors on Conquest
Requirements:
• CFP or relevant financial planning designation preferred
• 5+ years of financial planning experience required
• Strong...