Associate, Financial Planning

Canaccord Genuity Group Inc.•Vancouver, BC

1d•CA$80,000 - CA$100,000•Onsite

About The Position

Are you looking to grow your career in the investment industry and be a part of a dynamic and exciting team environment? We are looking for candidates that can add value to our clients through their expertise, hard work and dedication. Lori Pinkowski, one of the top Portfolio Managers at Canaccord Genuity and a well-known financial expert in the media, is seeking a full-time Financial Planner and Tax Specialist to join her team and work in our downtown Vancouver office. Canaccord is a full-service financial services firm and has been driven by an unwavering commitment to building lasting client relationships. As an integral member of the Pinkowski Wealth Management team, the role of the Financial Planner and Tax Specialist is to provide the highest level of service and retirement advice directly to our clients. We believe that a financial plan is vital for individuals to achieve long term investment success. You have the ability to grow and gain knowledge within our team and we strongly encourage developing your skills to better serve our clients, advance your career, and stay at the forefront of the ever-evolving financial landscape.

Requirements

Completion of the Certified Financial Planner (CFP) designation required
Three years of relevant experience in all aspects of financial and/or tax planning
Investment industry knowledge required
Strong knowledge of Microsoft Office (Word, Excel, PowerPoint)
Ability to work effectively independently and in team environments

Nice To Haves

Experience with planning software: Conquest is a major asset
Experience with planning software: NaviPlan is an asset
Excellent verbal and written communication skills with strong presentation skills
CPA designation is an asset
Insurance industry knowledge or license (LLQP certification) is an asset

Responsibilities

Conducting meetings to learn more about clients, and their family’s overall financial situation so that you can prepare a personalized financial plan
Present comprehensive financial plans directly to clients (using Conquest software)
Provide recommendations to address client specific needs or concerns in the areas of financial, investment, retirement, risk management, tax and estate planning
Personalize each financial plan to provide expert knowledge around challenges affecting affluent clients, such as: RRSP contributions, income projections, transition of wealth discussions, various corporate structures, employee stock options, charitable giving, etc.
Analyze clients unique tax situations to provide strategies such as: RRSP & RRIF withdrawals
Build and maintain strong client relationships through ongoing communication, including client meetings, phone calls, emails, and addressing day-to-day client inquiries
Prepare personal and corporate tax packages for clients
Participate in media and marketing driven projects about financial planning and investing