Who we are:
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.
We pride ourselves on understanding our clients’ needs and finding innovative, bespoke solutions. Our entrepreneurial and friendly team will challenge you to learn and grow every day. We value great work and collaboration and strive to eliminate bureaucratic thinking. We’re looking for talented people who thrive in a fast-paced environment and want to have an impact with innovative ideas and best practices.
Come be a part of our Canadian success story and help deliver superior experiences for our clients. At CG, we recognize 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. CG provides an accessible candidate experience. If you need any accommodations throughout the interview process and beyond, please let us know.
About the role:
The Wealth Planning Specialist at The Cartograph Group creates, analyzes, delivers, and supports custom wealth plans for high net worth clients. They collaborate with team members and engage with clients to address cash flow, retirement, estate, education, insurance, and tax planning needs.
The goal is to use the Wealth Planning Roadmap process to provide clients with a dynamic wealth planning experience. This helps clients, Senior Portfolio Managers, and Senior Relationship Managers make timely adjustments and test scenarios, offering a range of outcomes for informed decisions.
Responsibilities:
- Communicate directly with current and potential clients concerning all aspects of the Wealth Planning Process, including engagement letters, document requests, wealth questionnaires, follow-up inquiries, and related matters;
- Create, analyze and strategize Wealth Planning outcomes and follow through on helping client implement to meet stated objectives;
- Provide timely and dynamic financial planning updates based on the client changing financial circumstances;
- Establish a continuous, strong relationship with clients to gain a thorough understanding of their current situations, thereby enabling the provision of valuable, proactive planning and strategic advice and solutions;
- Develop, refine and maintain written systems of all wealth planning activities;
- Supports team with preparation of materials for client meetings;
- Create and/or find marketing articles related to Wealth Planning strategies.
Skills and Qualifications:
- Certified Financial Planner (CFP) designation and in current good standing;
- Insurance licensed - Life and A&S;
- Minimum of 10 years of financial planning, wealth management, and/or risk management experience. Will consider candidates with less experience if educational background demonstrates knowledge in these areas and attitude toward excelling in this field;
- Bachelor’s degree in business administration, financial services, accounting, finance, or similar field of study a benefit but not mandatory;
- Detail-oriented and highly organized;
- Strong analytical and time management skills;
- Excellent interpersonal and communication skills;
- A genuine interest in serving and caring for people;
- Proficiency with Microsoft Office Suite;
- Experienced users of financial planning tools: Naviplan, Conquest etc.
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All applications will be held in strict confidence.
In order to be considered for employment, candidates selected for interviews will be required to show proof of citizenship, permanent residence or eligibility to work in Canada with no restrictions.
We wish to thank all candidates for their interest but only those applicants selected for an interview will be contacted. No phone calls please. Thank you for your understanding.
