Wealth and Estate Planning Specialist, Wealth Management

Who we are

Canaccord Genuity (CG) is a leading independent full-service financial services firm, with operations in two principal segments of the securities industry: wealth management and capital markets. CG is driven by an unwavering commitment to build lasting client relationships – we achieve this by generating value for our individual, institutional, and corporate clients through comprehensive wealth management solutions and investment banking services.

We are a leading independent wealth management firm in Canada, and the leading mid-market provider of investment banking advisory, equity research, sales and trading services for corporations and institutions.

Canaccord Genuity (CG) is a leading independent full-service financial services firm, with operations in two principal segments of the securities industry: wealth management and capital markets. CG is driven by an unwavering commitment to build lasting client relationships – we achieve this by generating value for our individual, institutional, and corporate clients through comprehensive wealth management solutions and investment banking services.

We are a leading independent wealth management firm in Canada, and the leading mid-market provider of investment banking advisory, equity research, sales and trading services for corporations and institutions.

We pride ourselves on understanding our clients’ needs and providing innovative, bespoke solutions. Our entrepreneurial and friendly team will challenge you to learn and grow every day. We value excellence and collaboration. We’re looking for talented people who thrive in a dynamic environment and want to have an impact with innovative ideas and best practices.

At CG, we believe that diversity across our business strengthens our client relationships and enables more innovative solutions. We strongly encourage applications from all qualified individuals regardless of race, religion, colour, national origin, gender, sexual orientation, age, marital status, or disability status. CG provides an accessible candidate experience. If you need any accommodations throughout the interview process and beyond, please let us know.

Our Canadian operation, Canaccord Genuity Corp., is currently looking for a motivated individual with excellent organizational and communication skills combined with the ability to prioritize and manage a complex workload to join our team. As an integral member of Wealth Management Services, the role of the Wealth and Estate Planning Specialist is to increase High Net Worth (HNW) client business by working with Canaccord’s Investment Advisors to leverage their time, talents and resources in gathering and maintaining assets of HNW clients.

The Wealth and Estate Planning Specialist will actively promote the benefits of building wealth management practice and will be directly responsible for training, opportunity spotting and revenue generation. This position reports to the Head, Managed Account Platform, WEPSL & Insurance.

• Preparing comprehensive financial plans utilizing Conquest financial planning software Personalizing each financial plan to provide expert knowledge around issues affecting high net worth and ultra high net worth clients, such as: retirement & cash flow planning, estate planning, tax considerations for holding companies, uses of trusts employee stock options, pension plans, charitable giving, etc.;
• Presenting completed financial plans to advisors and clients in-person or virtually;
• Developing and maintaining relationships with CGWM advisors, serving as a subject matter expert in regards to financial planning;
• Identifying opportunities to deepen client relationships with CGWM such as insurance referrals, externally held assets…