HNW Wealth & Estate Planner — Onsite

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This range is provided by Canaccord Genuity Group Inc.. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

CA $85,000.00/yr - CA$/yr

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Wealth & Estate Planning Specialist, Cash Management Group, Canaccord Genuity – Vancouver, BC

Summary

The Cash Management Group at Canaccord Genuity is looking for a Wealth and Estate Planning Specialist to join our high-performing team of finance professionals. We manage approximately $6 billion in client assets and employ like-minded individuals who display grit, integrity, hard work, and an ability to think outside the box.

As a Wealth Planning Specialist, you will deliver personalized and comprehensive financial planning services to high-net-worth (HNW) and ultra-high-net-worth (UHNW) clients. This role combines strategic planning, relationship management, and technical expertise to support advisors and elevate client experiences within our private wealth group. You need to have a strong work ethic, a positive attitude, and a sharp attention to detail to succeed in this role.

This is a full-time onsite position out of our downtown Vancouver office.

Responsibilities

• Prepare and deliver personalized financial plans using Conquest software for high-net-worth (HNW) and ultra-high-net-worth (UHNW) clients.
• Tailor plans to address complex client needs such as holding companies, stock options, IPPs, RCAs, charitable giving, and estate planning.
• Conduct client discovery meetings to assess financial goals and build holistic strategies.
• Present financial plans in client meetings alongside our private wealth Investment Advisors.
• Provide recommendations across investment, tax, retirement, risk management, and estate planning.
• Act as a subject matter expert to our Investment Advisors, simplifying complex strategies to support business development.
• Strengthen relationships with advisors and clients to deepen engagement and identify new opportunities.
• Integrate total wealth solutions (Tax, Insurance, Estate & Trust, Charitable Giving) to deliver integrated planning solutions.
• Support business development for mass affluent and HNW clients, identifying cross-sell and referral opportunities.
• Analyze client tax scenarios and deliver personalized tax-efficient strategies (e.g., RRSP/RRIF withdrawals).
• Occasionally prepare personal and corporate tax packages for clients.
• Participate in firm-wide projects, marketing initiatives, and development of thought leadership content.
• Maintain up-to-date knowledge of financial planning trends, legislation, and strategies.

Skills and Qualifications

• CFP designation required (other tax planning designations are assets).
• Completion of or willingness to complete CSC and CPH.
• 5+ years in comprehensive and complex financial planning roles.
• 5+ years of client-facing experience, preferably in wealth management or advisory.
• Strong proficiency in Conquest and Excel; knowledge of Dataphile, YCharts, Envestnet an asset.
• Excellent communication, presentation, and writing skills.
• Highly organized, detail-oriented, and capable of working both independently and in teams.
• Strong analytical skills, curiosity, and a proactive, client-focused mindset.

What we have to offer

• Competitive salary and potential for bonuses;
• Competitive benefits package including Medical / Dental coverage;
• The Cash Management Group provides RRSP matching and other benefits including: weekly catered lunches, weekly massages, health & wellness perks, fun team events, and daily healthy snacks.

How to Apply

Please apply directly through Linked In.

This posting will remain open until a qualified candidate is hired. To learn more about the team and Canaccord Genuity, visit

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