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 needsPersonalize plans for emerging affluent planning challengesAnalyze unique client tax situations and provide strategiesPresent fee-based investment and estate planning solutionsMaintain ongoing client relationships within a team contextRequirements:Completed Certified Financial Planner designationThree years of relevant financial planning experienceKnowledge of investment and insurance industries is an assetStrong Microsoft Word, Excel, and PowerPoint knowledgeExcellent communication and presentation skillsApply financial planning, tax strategy, and presentation expertise while supporting Canaccord Genuity clients and Investment Advisors in Calgary.

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