Financial Planner at CGWM

Position: Financial Planner Opportunity at CGWM
Canaccord Genuity Wealth Management is searching for a Financial Planner to support estate planning initiatives and high net worth clients in Vancouver. Engage with financial professionals and advisors.

Join the dynamic Wealth & Estate Planning team at Canaccord Genuity and contribute to financial strategies that empower clients. You will create financial plans using Conquest software while collaborating with a dedicated team focused on personalized service. This is a long-term career opportunity for motivated financial planners.

Key Responsibilities:

• Create financial plans for high net worth clients

• Collaborate with advisors to improve client relationships

• Present and discuss financial strategies with clients

• Identify additional financial opportunities for clients

• Support training for CGWM advisors on Conquest

Requirements:

• CFP or relevant financial planning designation preferred

• 5+ years of financial planning experience required

• Strong communication and presentation abilities

• Passion for educating clients and advisors

• Experience with planning software is a plus

Join Canaccord Genuity to transform financial futures through expert planning and client engagement.
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