Lead complex financial planning for high-net-worth clients at Canaccord Genuity, using Conquest and strong presentation skills. This onsite role supports Canadian wealth management services.
As a Wealth and Estate Planning Specialist, you will help Investment Advisors grow high-net-worth client business. The position covers comprehensive plans, customized estate strategies, tax considerations, and insurance opportunities. You will educate advisors, present plans, and simplify complex strategies.
Key Responsibilities:
- Prepare personalized financial plans using Conquest software
- Present completed plans to advisors and clients
- Identify insurance referrals and externally held assets
- Maintain advisor relationships as a planning subject matter expert
- Train advisors to increase Conquest proficiency
Requirements:
- Financial planning designation, preferably CFP
- LLQP license required
- Ten or more years of relevant planning experience
- Complex financial planning experience essential
- Robust presentation and communication skills
Apply your financial planning, estate strategy, and communication expertise to strengthen Canaccord Genuity wealth management relationships.