Job Title

Wealth & Estate Planning Specialist Canaccord Genuity Group Inc. Canaccord Genuity (CG) is a leading independent fullservice financial services firm, operating in wealth management and capital markets. We are committed to building lasting client relationships by delivering comprehensive wealth solutions and investment banking services. Who we are At CG, we value diversity across our business. 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, and if you need accommodations throughout the interview process and beyond, please let us know. About the role Our Canadian operations seek an enthusiastic, organized selfstarter to join the Wealth & Estate Planning team in Calgary. This role supports the team and offers an opportunity for a longterm career in financial and retirement planning within a fastpaced, growing division. Responsibilities Prepare comprehensive financial plans using Conquest financial planning software, personalizing each plan for highnetworth clients, covering retirement, cash flow, estate, tax considerations for holding companies, trusts, employee stock options, pension plans, charitable giving, and more. Present completed plans to advisors and clients in person or virtually. Develop and maintain relationships with CGWM advisors, serving as a subjectmatter expert in financial planning. Identify opportunities to deepen client relationships with CGWM, such as insurance referrals, externally held assets, or other financial needs. Work alongside the Wealth and Estate Planning Team and CGWM advisors to provide an exceptional client experience. Collaborate with the Estate Planning Advisor to maximize insurance opportunities. Maintain a high level of partnership and knowledge regarding all of CGWMs units. Generate ideas and participate in projects that enhance client service and strengthen relationships with CGWM. Simplify complex strategies for advisors to aid in growing CGWMs wealth management business. Increase advisor use and proficiency of Conquest through increased visibility and training. Skills and Qualifications Financial planning designation (CFP preferred). CPA with an accounting background considered an asset. LLQP license required. Extensive experience with planning software; Conquest preferred. 10+ years of relevant experience in all aspects of financial planning; complex financial planning experience essential. Strong presentation skills. Highly engaged and passionate about educating clients and advisors. Ability to work both as part of a team and independently to complete tasks. Effective communicator with excellent written and oral communication skills. Other tax planning designations considered an asset. All applications will be held in strict confidence. Proof of citizenship, permanent residence, or eligibility to work in Canada with no restrictions must be presented for interview consideration. Canaccord Genuity and its affiliates do not use text messages for recruitment purposes. If you receive a text message claiming to be from CG or an authorized representative about job recruitment, treat it as fraudulent and do not respond. We wish to thank all candidates for their interest but only those selected for an interview will be contacted. No phone calls please. #J-18808-Ljbffr