Description:
Client Support & Advisory Relationships:
- Simplify complex strategies for IAs to assist with building our affluent and emerging HNW 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 for relevant clients within the $500M to $2M range;
- 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.;
- Manage a G2 strategy, providing basic planning for children of existing clients;
- Deliver presentations to clients on specific topics related to financial, retirement, and estate planning solutions, to maintain and retain Canaccord Clients, as well as attract new assets through promoting plans to drive the business;
- Present appropriate Insurance strategies 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 the IAs and their clients in a team context;
- Liaise with external stakeholders including Accountants, Canaccord’s Charitable giving partner CIS 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;
- Generate ideas and participate in the development of projects that will enhance client service and generate fee-based and insurance revenues.
Training & Support:
- Support relevant team members as required on our Financial Planning software.
Skills & Qualifications:
- Completion of the Certified Financial Planner (CFP) designation;
- Five years of relevant experience in all aspects of financial planning; complex financial planning experience required;
- Investment industry knowledge is an asset;
- Strong knowledge of Microsoft Office (Word, Excel, PowerPoint);
- Experience with planning software: Naviplan is an asset;
- Excellent verbal and written communication skills, with strong presentation skills;
- Ability to work effectively and independently in a team environment;
- Proven networking and client acquisition skills, with the ability to cultivate strong partner relationships.