Similar Jobs
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 building lasting client relationships – we achieve this by generating value for our individual, institutional, and corporate clients through comprehensive investment solutions, brokerage, and investment banking services. We are the 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 finding innovative, tailored solutions. Our entrepreneurial and friendly team will challenge you to learn and grow every day. We value great work and collaboration and strive to eliminate bureaucratic thinking. We’re looking for talented people who thrive in a fast-paced environment and want to have an impact with innovative ideas and best practices.
We are currently looking for a Senior Financial Planner to join Team LWC in our Oakville office. This individual will play a key role in designing and presenting integrated, personalized wealth plans that address complex client needs. The ideal candidate brings both technical depth and emotional intelligence to client relationships and thrives in a high-performance, collaborative environment.
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:
- Completion of Certified Financial Planner (CFP) designation is required.
- 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.
- Minimum 10 years of financial planning, wealth management, and/or risk management experience.
- Strong knowledge of Microsoft Office (Word, Excel, PowerPoint).
- Experience with advanced planning software is preferred.
- Excellent verbal and written communication skills with strong presentation skills.
- Proven ability to network, acquire clients, 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.
#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.
