Associate, Financial Planning

Job summary

Design and deliver customized comprehensive wealth plans integrating financial, tax, and estate planning for high-net-worth clients. Maintain strong client relationships and drive business growth through holistic planning and strategic partnerships.

Job details

Salary Range: $135,000 - $200,000 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. At CG, we believe 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, colour, 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. Our Canadian operation, Canaccord Genuity Corp., is currently looking for an Associate, Financial Planning to join the MacInnes Group in our Oakville office. Led by William MacInnes, Senior Wealth Advisor and Portfolio Manager, the MacInnes Group focuses on supporting the wealth management needs of exceptionally accomplished entrepreneurs, private investors, and their families. This is a great opportunity for an Associate looking to grow and support a Wealth Management team in establishing and maintaining strong client relationships. Responsibilities: Design and deliver customized, comprehensive wealth plans that integrate financial, investment, retirement, tax, risk management, and estate planning. Provide strategic guidance on complex planning needs such as holding companies, stock options, individual pension plans, retirement compensation arrangements, charitable giving, and intergenerational wealth transfer. Analyze clients’ unique tax profiles and incorporate advanced long-term tax planning strategies. Present planning concepts and fee-based investment solutions confidently to clients and internal partners. Maintain strong, ongoing client relationships within a team-based advisory structure. Drive business growth by promoting holistic planning and fostering internal and external partnerships. Embrace challenges proactively, seeking continuous learning and growth opportunities to enhance client outcomes. Uphold high ethical standards with humility by remaining open to feedback and ongoing professional development. Skills & Qualifications: 4 to 7 years of financial planning, wealth management, and/or risk management experience. Must hold or working towards Certified Financial Professional (CFP) designation. Additional designations such as Chartered Life Underwriter (CLU), Family Enterprise Advisor (FEA), Certified Exit Planning Advisor (CEPA), and/or Trust and Estate Practitioner (TEPA) are asset. Insurance industry knowledge or LLQP certification is an asset. Excellent verbal and written communication skills with strong presentation skills. Proven ability to network and cultivate strong partner relationships. Demonstrated capacity to build trust and collaborate effectively within diverse teams. Persistent and ambitious, with a commitment to high professional standards and meaningful goal achievement. Intermediate to advanced computer skills: good working knowledge of MS Office programs. Experience with Dataphile, Maximizer, Conquest and netx360 would be an asset. #LI-VP1 #LI-Onsite #INDHP 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 safety: Canaccord 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.

What you’ll do

Design and deliver customized comprehensive wealth plans integrating financial, tax, and estate planning for high-net-worth clients. Maintain strong client relationships and drive business growth through holistic planning and strategic partnerships.

Requirements

Requires 4 to 7 years of experience in financial planning or wealth management and a CFP designation or progress toward one. Proficiency in MS Office and experience with specialized wealth management software is preferred.

Listed skills

• Recruitment · Preferred
• Client · Preferred
• Risk Management · Preferred
• Planning · Preferred
• safety · Preferred
• management · Preferred
• Sales · Preferred
• Process · Preferred
• MS-Office · Preferred
• Communication · Preferred
• Financial planning · Preferred
• Communication Skills · Preferred

Other relevant skills

Identified from the job description. Confirm important requirements above.

• Financial Planning
• Wealth Management
• Risk Management
• Tax Planning
• Estate Planning
• Retirement Planning
• Client Relationship Management
• Presentation Skills
• Networking
• MS Office
• Dataphile
• Maximizer
• Conquest
• Netx360
• Strategic Guidance
• Intergenerational Wealth Transfer
• Continuous Development
• Tax Risk Management
• Insurance Industry
• Ethical Standards And Conduct
• Planning
• Angel Investing
• Investments
• Capital Markets
• Certified Financial Planner
• Chartered Life Underwriter
• Communication
• Computer Graphics
• Computer Literacy
• Securities Research
• Exit Planning
• Sales
• Financial Services
• Humility
• Innovation
• Investment Banking
• Operations
• Portfolio Management
• Presentations
• Relationship Building
• Securities (Finance)

Job areas

• Finance & Accounting
• Consulting
• Management & Leadership
• Financial Planning Associate
• Personal Financial Advisor (General)
• Financial and Investment Advisers
• Personal Financial Advisors