Associate, Wealth Planning

6 months ago

Vancouver, Canada Canaccord Genuity Corp. Full time

Salary Range: $40,000 - $50,000

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 providing innovative, bespoke solutions. Our entrepreneurial and friendly team will challenge you to learn and grow every day. We value excellence and collaboration. We’re looking for talented people who thrive in a dynamic environment and want to have an impact with innovative ideas and best practices.

This is a very rewarding opportunity, both personally and professionally. The role entails working directly with a top performing discretionary investment management team, and helping their clients, and their prospect clients, achieve their financial goals. This is achieved by completing financial plans, as well as identifying and delivering insurance solutions.

**Responsibilities**:

- Working with a top performing advisory team, preparing comprehensive financial plans and delivering insurance solutions for high net-worth clients;
- Using provided financial planning software to deliver plans of various complexities;
- Respond to inquiries from clients and Portfolio Managers on financial plans completed previously, or upon new plans being completed;
- Provide client service for existing insurance clients.

Skills & Qualifications:

- Life and Accident and Sickness Licensed with a minimum 2 years’ post-licensing industry experience required;
- Certified Financial Planner (CFP) is required;
- Chartered Life Underwriter® (CLU) and Certified Health Insurance Specialist (CHS) designations are an asset;
- Proven history of serving clients in a professional services environment;
- Experience with financial planning software and CRM are an asset;
- Knowledge of insurance and estate planning principles;
- Proficient in industry product offerings and features in the areas of: Life Insurance, Disability Insurance, Critical Illness Insurance, Long-Term Care Insurance, Payout Annuities and Segregated Funds;
- Proficient with regulatory and compliance responsibilities;

Competencies:

- Client service focused and committed to exceeding client expectations;
- Articulate, tactful and confident interacting with clients;
- Critical thinker who exhibits professional judgment in navigating clients through in-force and new business services and activities;
- Exceptional organizational skills with the ability to manage multiple tasks and adjust to changing priorities in a fast-paced environment;
- Self-motivated with a clear vision of what is required to be part of a high-performance team;
- A team player with a proven track record of building trusting and productive relationships with colleagues and clients alike.

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