Wealth Planning Specialist

Job in Vancouver, BC, Canada

Listing for: Canaccord Genuity Group Inc.

Full Time position
Listed on 2026-06-04

Job specializations:

Finance & Banking
Financial Advisor, Financial Consultant, Financial Services, Wealth Management

Salary/Wage Range or Industry Benchmark: 60000 - 80000 CAD Yearly CAD 60000.00 80000.00 YEAR

Join Canaccord Genuity as a Wealth Planning Specialist, delivering tailored financial solutions to high net worth clients in Vancouver. This role is perfect for passionate financial planners.

As part of the Wealth & Estate Planning team, you will craft personalized financial strategies using your expertise in financial planning and tax considerations. This position fosters long-term relationships with both clients and CGWM advisors, focusing on enhancing the client experience.

Key Responsibilities:

• Develop comprehensive financial plans utilizing Conquest

• Customize strategies for high and ultra-high net worth clients

• Present financial strategies both in-person and virtually

• Work alongside advisors to provide top-notch client service

• Enhance advisor proficiency in Conquest software

Requirements:

• 5+ years of relevant financial planning experience

• CFP designation is preferred

• Strong skills in client education and communication

• Ability to thrive in team and independent environments

• Experience with planning software is advantageous

Use your financial planning skills to make a meaningful impact at Canaccord Genuity.
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