Senior Financial Planner at Canaccord Genuity

Take your financial planning skills to the next level with Canaccord Genuity in Vancouver. This pivotal role requires expertise in crafting customized wealth strategies for discerning clients.

At Canaccord Genuity, our Financial Planner role is crucial for providing high-touch financial advice within the Wealth & Estate Planning team. You will utilize Conquest software to design tailored financial plans while collaborating with other experts dedicated to ensuring client satisfaction. If you have a passion for educating high-net-worth clients and advisors, this opportunity is yours to shape.

Key Responsibilities:

• Develop and maintain detailed financial plans for clients

• Present comprehensive plans to advisors and clients

• Build solid relationships with CGWM advisors and clients

• Collaborate to identify client financial needs

• Partner with specialists to address complex planning issues

Requirements:

• Financial Planning designation (CFP preferred)

• 5+ years in financial planning required

• LLQP license is beneficial

• Strong proficiency in Conquest software

• Excellent communication and interpersonal skills

Utilize your extensive financial expertise to deliver exceptional planning services at Canaccord Genuity in Vancouver.
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