High Net Worth Financial Planner

Shape bespoke wealth strategies for high-net-worth clients with Canaccord Genuity, specializing in estate planning and complex tax considerations. Work onsite with advisors and clients.This specialist role partners with Investment Advisors to gather and maintain high-net-worth client assets. You will address retirement, cash flow, trusts, holding companies, employee stock options, pensions, and charitable giving. The work combines planning expertise, education, and relationship development.Key Responsibilities:
Navigate customized estate planning opportunities with clientsAddress complex tax considerations for client circumstancesDevelop and maintain relationships with CGWM advisorsPresent financial plans virtually or in personCollaborate with the Estate Planning Advisor on insurance opportunitiesRequirements:
Extensive financial planning software experience preferredTen or more years across financial planningFinancial planning designation, with CFP preferredLLQP licensing requiredEffective written and oral communication skillsBring deep financial planning experience to Canaccord Genuity’s high-net-worth estate, tax, and wealth management services.
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