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. 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. is currently looking for a motivated individual to join our team in Calgary on a full-time permanent basis. As an integral member of the Wealth Management team, the role of the Financial Planner is to increase High Net Worth (NHW) client business by providing comprehensive financial plans to attract & retain business. This will be achieved in part by leveraging the business of our Canaccord Genuity Wealth Management's Investment Advisors (IAs)..



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; 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; Solid knowledge of Microsoft Office (Word, Excel, PowerPoint); Experience with planning software: Conquest or Naviplan an asset; Proven networking and client acquisition skills, with the ability to cultivate strong partner relationships. #In order to be considered for employment, candidates selected for interviewswill be required to show proof of citizenship, permanent residence or eligibility to work in Canada with no restrictions. Protecting your online safety: 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. No phone calls please.

📌 Financial Planning (Calgary)
🏢 Canaccord Genuity Group
📍 Calgary