Comprehensive wealth planning and client presentations define this full time, permanent Financial Planner position with Canaccord Genuity in Calgary.

As part of Canaccord Genuity Wealth Management, you will develop plans for high net worth clients. The work spans financial, investment, retirement, risk management, estate planning, and tax strategies. You will also support Investment Advisors.

Key Responsibilities:
Prepare comprehensive wealth plans addressing client-specific needs
Personalize plans for emerging affluent planning challenges
Analyze unique client tax situations and provide strategies
Present fee-based investment and estate planning solutions
Maintain ongoing client relationships within a team context

Requirements:
Completed Certified Financial Planner designation
Three years of relevant financial planning experience
Knowledge of investment and insurance industries is an asset
Solid Microsoft Word, Excel, and PowerPoint knowledge
Excellent communication and presentation skills

Apply financial planning, tax strategy, and presentation expertise while supporting Canaccord Genuity clients and Investment Advisors in Calgary.

📌 Wealth Management Financial Planner Calgary (Canada)
🏢 Canaccord Genuity Group
📍 Canada