Job Description

Specialist, Financial Planning, Canaccord Genuity Wealth Management

Calgary - #7096

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 building lasting client relationships \xe2\x80\x93 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 client\xe2\x80\x99s 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\xe2\x80\x99re 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, color, 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.

The MLD Wealth Management Group is currently looking for a motivated individual to join our team in Calgary. As an integral member of the team, the role of the Financial Planner is to increase High Net Worth (NHW) client business by providing comprehensive financial plans to attract & retain business.

To be successful in this role, the ideal candidate will require excellent communication skills combined with the ability to prioritize and manage a complex workload. They will actively promote the benefits of Wealth & Estate Planning Services and will be responsible for maintaining ongoing relationships with the Advisors and their clients alike, training, and revenue generation. The successful candidate will follow a comprehensive financial planning framework while adhering to Canaccord, FPSC, and IIROC standards of compliance.

Responsibilities:

Client Support & Advisory Relationships:

• Simplify complex strategies for IAs to assist with building our affluent and emerging HNW clients;

Work with our national team of Wealth & Estate Planning Specialists to:

• Prepare comprehensive wealth plans to address advisor/client-specific needs or concerns in the areas of financial, investment, retirement, risk management, and estate planning for relevant clients within the $500M to $2M range;
• Personalize each wealth plan to provide expert knowledge around challenges affecting emerging affluent clients, such as: holding companies, employee stock options, individual pension plans, retirement compensation agreements, spousal loans, charitable giving, etc.;
• Manage a G2 strategy, providing basic planning for children of existing clients;
• Deliver presentations to clients on specific topics related to financial, retirement, and estate planning solutions, to maintain and retain Canaccord Clients, as well as attract new assets through promoting plans to drive the business;
• Present appropriate Insurance strategies to clients, in the context of personal debt coverage, tax strategies within a corporation, or with regards to long-term Estate planning;
• Maintain ongoing relationships with the IAs and their clients in a team context;
• Liaise with external stakeholders including Accountants, Canaccord\xe2\x80\x99s Charitable giving partner CIS and Estate Lawyers to support our HNW client needs.

Business & Program Development:

• Maximize partnerships and synergies between departments by maintaining an understanding of Canaccord Genuity Wealth Management\xe2\x80\x99s products and services;
• Generate ideas and participate in the development of projects that will enhance client service and generate fee-based and insurance revenues.

Training & Support:

• Support relevant team members as required on our Financial Planning software.

Skills & Qualifications:

• Completion of the Certified Financial Planner (CFP) designation;
• Five years of relevant experience in all aspects of financial planning; complex financial planning experience required;
• Investment industry knowledge is an asset;
• Strong knowledge of Microsoft Office (Word, Excel, PowerPoint);
• Experience with planning software: Naviplan is an asset;
• Excellent verbal and written communication skills, with strong presentation skills;
• Ability to work effectively and independently in a team environment;
• Proven networking and client acquisition skills, with the ability to cultivate strong partner relationships.

Betterteam