Associate Wealth Advisor

1 week ago Be among the first 25 applicantsWho 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 – we achieve this by generating value for our individual, institutional, and corporate clients through comprehensive investment solutions, brokerage, and investment banking services. We are the 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.Overview Derlago Wealth Management at Canaccord Genuity Wealth Management is a division of Canaccord Genuity Corp., Member of the Canadian Investor Protection Fund and Canadian Investment Regulatory Organization (CIRO). We are seeking a motivated and client-focused Associate Wealth Advisor to join our Calgary-based advisory team. This is a unique opportunity to work directly with an experienced Senior Wealth Advisor who takes a comprehensive, planning-first approach to wealth management. The ideal candidate is passionate about financial planning, eager to grow their expertise, and committed to delivering meaningful advice to clients.Key ResponsibilitiesCollaborate in the development and delivery of holistic financial plans across seven key areas: cash flow, wealth management, risk management, tax planning, estate planning, philanthropy, and value-added services;Participate in client meetings and contribute to the discovery, planning, and implementation process;Prepare financial planning documents, investment proposals, and follow-up communications;Conduct research and analysis to support recommendations tailored to clients with complex financial needs, including business owners and professionals with corporations;Assist in managing client relationships and ensuring a high standard of service and responsiveness;Engage in continuous learning and development, including pursuing relevant designations (CFP);Support business development activities and contribute to the growth of the practice.QualificationsMinimum 5 years of experience in financial services, preferably in a planning or advice capacity;Experience in Accounting or Life Insurance would be an asset;CIRO Licensed as a Registered Representative;Strong interest in becoming a Financial Planner and working in an advice-based role;Progress toward or completion of financial planning designations (CFP or QAFP) is an asset;Excellent communication skills and a client-first mindset;Ability to work collaboratively and learn from senior professionals;Detail-oriented with strong organizational and analytical skills.What We OfferDirect mentorship from a Senior Wealth Advisor with deep expertise in comprehensive planning.Exposure to a high-net-worth client base and complex planning scenarios.A supportive and collaborative team environment.Opportunities for professional growth and advancement.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.Protecting your online safetyCanaccord Genuity and its affiliates do not use text messages for recruitment purposes. If you have received a text message claiming to be from CG or an authorized representative regarding job recruitment, please treat as fraudulent and do not respond.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.Seniority levelMid-Senior levelEmployment typeFull-timeJob functionFinance and SalesReferrals increase your chances of interviewing at Canaccord Genuity Group Inc. by 2xGet notified about new Wealth Management Advisor jobs in Calgary, Alberta, Canada. #J-18808-Ljbffr