Financial Planner

Responsibilities:

• Prepare comprehensive wealth plans to address client specific needs or concerns in the areas of financial, investment, retirement, risk management and estate planning;
• Personalize each wealth plan to provide expert knowledge around challenges affecting emerging affluent clients, such as: holding companies, employee stock options, individual pension plans, retirement compensation agreements, charitable giving, etc.;
• Analyse clients unique tax situations to provide strategies.
• Deliver presentations to clients on specific topics related to fee-based investment solutions, estate planning solutions, and financial planning; and promoting plans to drive the business;
• Maintain ongoing relationships with clients in a team context.
• Skills & Qualifications:
• Completion of the Certified Financial Planner (CFP) designation;
• Three years of relevant experience in all aspects of financial planning;
• Investment and insurance industry knowledge is an asset;
• Strong knowledge of Microsoft Office (Word, Excel, PowerPoint);
• Experience with planning software: Conquest or Naviplan an asset;
• Excellent verbal and written communication skills with strong presentation skills;
• Ability to work effectively independently and in team environments;
• Proven networking and client acquisition skills, with the ability to cultivate strong partner relationships.
• #LI-SK1 #LI-Onsite #INDHP
• All applications will be held in strict confidence.
• In order to be considered for employment, candidates selected for interviews will be required to show proof of citizenship, permanent residence or eligibility to work in Canada with no restrictions.
• Protecting your online safety:
• Canaccord Genuity and its affiliates do not use text messages for recruitment purposes. If you have received a text message claiming to be from CG or an authorized representative regarding job recruitment, please treat as fraudulent and do not respond.
• We wish to thank all candidates for their interest but only those applicants selected for an interview will be contacted. No phone calls please. Thank you for your understanding.