Become a key player at Canaccord Genuity as a High Net Worth Wealth and Estate Planning Specialist. This position requires deep financial insight and relationship-building skills to serve elite clients effectively.

As part of Canaccord's Wealth Management Services, you’ll focus on creating bespoke financial solutions for HNW and ultra-HNW clients. Your role involves presenting thorough financial plans and collaborating with advisors to refine strategies that address their unique needs. Your insights will help drive revenue and enhance client satisfaction amidst evolving financial landscapes.

Key Responsibilities:
• Personalize comprehensive financial plans with the Conquest tool
• Deliver plans to clients and advisors through presentations




• Foster close relationships with financial advisors at CGWM
• Identify and address client needs for deeper engagements
• Collaborate with estate planners to maximize client benefits

Requirements:
• Financial planning designation (CFP preferred)
• Over 10 years of complex financial planning experience
• LLQP licensing and proficiency in planning software
• Robust communication and presentation capabilities
• Proven ability to work independently and in teams

Bring your expertise in financial planning to enhance strategies for high net worth clients at Canaccord Genuity.
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📌 High Net Worth Planning Specialist at Canaccord (Manitoba)
🏢 Socket.dev
📍 Manitoba