Associate, Wealth Planning

4 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.

  • Wealth Planning Associate

    4 months ago

    Vancouver, Canada Nicola Wealth Full time

    **Nicola Wealth Description**: We have a lot to be proud of at Nicola Wealth. Our sophisticated financial planning, proprietary limited partnerships and investment products, 99% client retention rate and award-winning culture combine to position us as a national leader in wealth management. Recognized as a Best Managed Company and one of Canada's Top...

  • Wealth Planning Associate

    4 months ago

    Vancouver, Canada Nicola Wealth Full time

    We have a lot to be proud of at Nicola Wealth. Our sophisticated financial planning, our diversified private investment funds and their exceptional performance, our 99% client retention rate and our award-winning culture, combine to position us as a national leader in wealth management. Recognized as a Best Managed Company and one of Canada's Top Employers,...

  • Insurance Planning Associate

    3 months ago

    Vancouver, Canada Nicola Wealth Full time

    **About Nicola Wealth**: We have a lot to be proud of at Nicola Wealth. Our sophisticated financial planning, our diversified private investment funds, and their exceptional performance, our 99% client retention rate and our award-winning culture, combine to position us as a national leader in wealth management. Recognized as a Best Managed Company and one...

  • Wealth Advisor

    4 months ago

    Vancouver, Canada Nicola Wealth Full time

    At Nicola Wealth, our clients deserve the best. The same goes for our people. By bringing together smart, dedicated, high calibre people from diverse backgrounds, we deliver exceptional client service in a truly dynamic work environment. The collaborative, creative, and entrepreneurial spirit on which we were founded provides the opportunity for our...

  • Wealth Advisor

    4 months ago

    Vancouver, Canada Nicola Wealth Full time

    At Nicola Wealth, our clients deserve the best. The same goes for our people. By bringing together smart, dedicated, high calibre people from diverse backgrounds, we deliver exceptional client service in a truly dynamic work environment. The collaborative, creative, and entrepreneurial spirit on which we were founded provides the opportunity for our...

  • Wealth Advisor

    4 months ago

    Vancouver, Canada Nicola Wealth Full time

    At Nicola Wealth, our clients deserve the best. The same goes for our people. By bringing together smart, dedicated, high calibre people from diverse backgrounds, we deliver exceptional client service in a truly dynamic work environment. The collaborative, creative, and entrepreneurial spirit on which we were founded provides the opportunity for our...

  • Wealth Management Associate

    2 weeks ago

    Vancouver, Canada Wellington-Altus Private Wealth Inc. Full time

    **Wealth Management Associate** **Location**:This in-office position will be based out of our Vancouver office. **Our organization**: Founded in 2017, Wellington-Altus Financial Inc. (Wellington-Altus) is the parent company to Wellington-Altus Private Counsel Inc., Wellington-Altus USA Inc., Wellington-Altus Insurance Inc., Wellington-Altus Group Solutions...

  • Total Wealth Planning Associate

    4 months ago

    Vancouver, Canada Scotiabank Full time

    Requisition ID: 193530 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. **Purpose of Job**: The primary purpose of the Total Wealth Planning Associate is to provide Regional support to Scotia Wealth Management advisors and Specialists. The Associate is also required to work very closely with other...

  • Financial Wealth Consultant

    1 month ago

    Vancouver, British Columbia, Canada Nicola Wealth Full time

    At Nicola Wealth, we prioritize excellence for both our clients and our team members. Our commitment to assembling a diverse group of intelligent, dedicated professionals enables us to provide outstanding client service in a vibrant work atmosphere. The collaborative and innovative culture we foster empowers our Wealth Advisors to significantly influence...

  • Wealth Management Professional

    7 days ago

    Vancouver, British Columbia, Canada Nicola Wealth Full time

    About the RoleNicola Wealth is seeking a highly skilled Wealth Advisor to join our team. As a trusted advisor, you will provide comprehensive wealth planning and investment management solutions to our clients.Key ResponsibilitiesLeverage your technical planning and client relationship skills to build a business within Nicola Wealth.Deliver an impeccable...

  • Wealth Management Professional

    7 days ago

    Vancouver, British Columbia, Canada Nicola Wealth Full time

    About the RoleNicola Wealth is seeking a highly skilled Wealth Advisor to join our team. As a trusted advisor, you will provide comprehensive wealth planning and investment management solutions to our clients.Key ResponsibilitiesLeverage your technical planning and client relationship skills to build a business within Nicola Wealth.Deliver an impeccable...

  • Wealth Management Professional

    2 weeks ago

    Vancouver, British Columbia, Canada Nicola Wealth Full time

    About the RoleNicola Wealth is seeking a highly skilled Wealth Advisor to join our team. As a trusted advisor, you will provide comprehensive wealth planning and investment management solutions to our clients.Key ResponsibilitiesBuild and maintain strong client relationships through exceptional service and tailored advice.Develop and implement personalized...

  • Wealth Management Professional

    2 weeks ago

    Vancouver, British Columbia, Canada Nicola Wealth Full time

    About the RoleNicola Wealth is seeking a highly skilled Wealth Advisor to join our team. As a trusted advisor, you will provide comprehensive wealth planning and investment management solutions to our clients.Key ResponsibilitiesBuild and maintain strong client relationships through exceptional service and tailored advice.Develop and implement personalized...

  • Administrative Associate

    4 months ago

    Vancouver, Canada Nicola Wealth Full time

    **Nicola Wealth Description**: We have a lot to be proud of at Nicola Wealth. Our sophisticated financial planning, proprietary limited partnerships, and investment products, 99% client retention rate and award-winning culture combine to position us as a national leader in wealth management. Recognized as a Best Managed Company and one of Canada's Top...

  • Administrative Associate

    4 months ago

    Vancouver, Canada Nicola Wealth Full time

    **Nicola Wealth Description**: We have a lot to be proud of at Nicola Wealth. Our sophisticated financial planning, proprietary limited partnerships, and investment products, 99% client retention rate and award-winning culture combine to position us as a national leader in wealth management. Recognized as a Best Managed Company and one of Canada's Top...

  • Administrative Associate

    4 months ago

    Vancouver, Canada Nicola Wealth Full time

    **Nicola Wealth Description**: We have a lot to be proud of at Nicola Wealth. Our sophisticated financial planning, proprietary limited partnerships, and investment products, 99% client retention rate and award-winning culture combine to position us as a national leader in wealth management. Recognized as a Best Managed Company and one of Canada's Top...

  • Administrative Associate

    4 months ago

    Vancouver, Canada Nicola Wealth Full time

    Nicola Wealth Description We have a lot to be proud of at Nicola Wealth. Our sophisticated financial planning, proprietary limited partnerships, and investment products, 99% client retention rate and award-winning culture combine to position us as a national leader in wealth management. Recognized as a Best Managed Company and one of Canada’s Top...

  • Wealth Management Specialist

    1 week ago

    Vancouver, British Columbia, Canada ZLC WEALTH INC. Full time

    ZLC Wealth Inc., an affiliate of ZLC Financial Ltd., is a Vancouver-based wealth management firm providing tailored wealth management solutions for individuals, trusts, and corporations. Our team of dedicated professionals is committed to the success of our clients. We offer a range of services, including investment management, financial planning, and wealth...

  • Wealth Management Specialist

    2 weeks ago

    Vancouver, British Columbia, Canada ZLC WEALTH INC. Full time

    ZLC Wealth Inc., an affiliate of ZLC Financial Ltd., is a Vancouver-based wealth management firm providing tailored wealth management solutions for individuals, trusts, and corporations. Our team of dedicated professionals is committed to the success of our clients. We offer a range of services, including investment management, financial planning, and wealth...

  • Wealth Management Specialist

    3 weeks ago

    Vancouver, British Columbia, Canada ZLC WEALTH INC. Full time

    About ZLC Wealth Inc.ZLC Wealth Inc., an affiliate of ZLC Financial Ltd., is a Vancouver-based wealth management firm providing tailored wealth management solutions for individuals, trusts, and corporations.Our MissionTo provide exceptional wealth management services that meet the unique needs of our clients.To build long-term relationships with our clients...