Specialist, Financial Planning

1 month ago

Vancouver, Canada Canaccord Genuity Corp. Full time

Salary Range: $95,000 - $100,000

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.

**Responsibilities**:
Client Support & Advisory Relationships:

- Simplify complex strategies for Investment Advisors (IAs) to assist with building our affluent and emerging High Net Worth 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;
- 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.;
- Deliver presentations to IAs and clients on specific topics related to financial, retirement, insurance and estate planning solutions, to maintain and retain Canaccord Clients, and attract new assets through promoting plans to drive the business;
- Present appropriate Insurance Strategy’s 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 IAs and their clients in a team context;
- Work with the 2 Associate Roles within the Vancouver Wealth and Estate Planning Team towards Financial Plan building and Insurance New Business & Inforce Servicing;
- Liaise with external stakeholders including Accountants, Canaccord’s Charitable giving partner CIS, Local Insurance Wholesalers 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’s products and services and directing Investment Advisors to the correct Wealth & Estate product and services;
- Generate ideas and participate in the development of projects that will enhance client service and generate fee based and insurance revenues;
- Act as a liaison between IAs, Branch Managers and the Wealth & Estate Planning Group.

Training & Support:

- Provide IAs with support on our Financial Planning software Conquest;
- Promote the use of Conquest to IAs and increase their proficiency by providing one-on-one and group training sessions.
- Provide support to Insurance Licensed Advisory teams as needed.

Skills & Qualifications:

- Completion of the Certified Financial Planner (CFP) designation;
- BC Insurance Licensed;
- 5 years of relevant experience in all aspects of financial planning; complex financial planning experience required;
- Investment industry knowledge is an asset;
- Experience with planning software: Conquest an asset;
- Strong knowledge of Microsoft Office (Word, Excel, PowerPoint);
- Knowledge of Naviplan, Centralize, Dataphile and Lifeguide as asset;
- Excellent verbal and written communication skills, with strong presentation skills;
- Ability to work effectively and independently in team environments;
- Proven networking and client acquisition skills, with the ability to cultivate strong partner relationships.

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