Canaccord Genuity
Financial Services
FinancialPlanner
“Financial Planner at Canaccord Genuity. Skills: Financial Planning, Client Relationships, Advisor Support. Prepare comprehensive financial plans. Personalize financial plans”
What You'll Achieve.
Enhance client service; Strengthen client relationships; Grow CGWM’s wealth management business
Industry & Context.
Eligibility to work in Canada
What They're Looking For.
Must Have
5+ years of relevant experience in all aspects of financial planning
Nice to Have
Financial planning designation (CFP preferred), LLQP license preferred, Conquest preferred
What You'll Do.
Prepare comprehensive financial plans
Personalize financial plans
Present financial plans
Develop advisor relationships
Identify client opportunities
Collaborate with WEP Team
Maintain partnership knowledge
Generate service enhancement ideas
Simplify complex strategies
Increase advisor use of Conquest
How You'll Work.
Team & Collaboration
Work alongside the Wealth and Estate Planning (WEP) Team; Collaborate with the Estate Planning Advisor; Maintain a high level of partnership and knowledge regarding all of CGWM’s units; Work both as part of a team and independently
Communication Scope
Excellent written and oral communication skills; Presentation skills
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