Jobs at Canaccord Genuity Corp.

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Associate, Financial Planning

Calgary, AB
Associate, Financial Planning, Wealth Management
Calgary – Job # 4124


MLD Wealth Management at Canaccord Wealth, a growing wealth management firm, is seeking a Wealth Plan Specialist to assist us in our mission of helping clients achieve their financial goals. This is your chance to play a key role in the future success of our fast-growing organization!

MLD Wealth Management Group has been recognized as one of the top Wealth Advisory teams in Canada.

At MLD Wealth Management Group we are committed and passionate about adding value to our clients’ lives by providing peace of mind and better financial management. If you have a relentless, burning desire to succeed and share our vision, then we would love to hear from you!

Description

The Wealth Plan Specialist is responsible for the creation and maintenance of the Comprehensive Financial Plans for MLD Wealth’s clients. This individual focuses on client needs in the areas of cash flow, retirement planning, tax, estate planning, education planning, insurance and major purchase planning. This individual will be mentored by a Senior Financial Planner, with the intention of supporting the Senior Advisors in managing client relationships.

Responsibilities & Activities
  • Prepares and sends introduction packages with an engagement letter, document request, and Wealth Questionnaire;
  • Enters client information into Comprehensive Financial Planning Software and generates wealth plans;
  • Assists clients in aggregating their accounts into the system;
  • Develops a close, long-term relationship with wealth plan clients to understand their current circumstances and future needs or wishes;
  • Creates presentations summarizing the Wealth Plans for client meetings;
  • Reviews and modifies systems to enhance the wealth planning experience;
  • Continually looks for ways to improve the wealth planning process;
  • Develops and maintains written systems of all wealth planning activities;
  • Supports team with preparation of materials for client meetings.

Educational & Industry Requirements
  • Bachelor’s degree in business administration, financial services, accounting, finance, or similar field of study;
  • Minimum of two years of financial planning, wealth management, or insurance experience. Will consider candidates with less experience if educational background demonstrates knowledge in these areas;
  • Professional designation such as CFP highly desirable, or individuals with plans to pursue this designation.

Knowledge, Skills, & Abilities
  • Extreme attention to detail;
  • Strong analytical and communication skills;
  • Excellent interpersonal skills;
  • Excellent attitude and an extraordinary client service orientation;
  • A genuine interest in serving and caring for other people;
  • Excellent organizational and time management skills;
  • A burning desire to succeed;
  • An ability to handle multiple tasks and work in a fast paced environment;
  • Proficiency with Microsoft Office Suite.

Attendance is an essential function. Salary is commensurate with experience.

We offer a great working environment in a beautiful and professional office location. This is your chance to play a key role in the continued success of our company. Our culture is fast paced, motivational and focused on improving client’s lives.

For more information about our company, please visit our website www.mywealthmanagement.ca
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