Shape bespoke wealth strategies for high-net-worth clients with Canaccord Genuity, specializing in estate planning and complex tax considerations. Work onsite with advisors and clients.

This specialist role partners with Investment Advisors to gather and maintain high-net-worth client assets. You will address retirement, cash flow, trusts, holding companies, employee stock options, pensions, and charitable giving. The work combines planning expertise, education, and relationship development.

Key Responsibilities:

- Navigate customized estate planning opportunities with clients
- Address complex tax considerations for client circumstances
- Develop and maintain relationships with CGWM advisors
- Present financial plans virtually or in person
- Collaborate with the Estate Planning Advisor on insurance opportunities

Requirements:

- Extensive financial planning software experience preferred
- Ten or more years across financial planning
- Financial planning designation, with CFP preferred
- LLQP licensing required
- Effective written and oral communication skills

Bring deep financial planning experience to Canaccord Genuity’s high-net-worth estate, tax, and wealth management services.

📌 High Net Worth Financial Planner (Winnipeg)
🏢 Canaccord Genuity Group
📍 Winnipeg