Senior Financial Planner at Canaccord Genuity
Job in
Vancouver, BC, Canada
Listed on 2026-06-05
Listing for:
Canaccord Genuity Corp.
Full Time
position Listed on 2026-06-05
Job specializations:
-
Finance & Banking
Financial Consultant, Financial Advisor, Financial Analyst, Wealth Management
Job Description & How to Apply Below
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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Position Requirements
10+ Years
work experience
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