Planner Jobs in Richmond, BC

Private Wealth Planner - CFP | Cash Management Group

Private Wealth Planner - CFP | Cash Management Group

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Canaccord Genuity Group Inc. provided pay range

This range is provided by Canaccord Genuity Group Inc.. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

Base pay range

CA$85,000.00/yr - CA$100,000.00/yr

Direct message the job poster from Canaccord Genuity Group Inc.

Recruitment Associate | Cash Management Group at Canaccord Genuity

Wealth & Estate Planning Specialist , Cash Management Group, Canaccord Genuity – Vancouver, BC

Summary

The Cash Management Group at Canaccord Genuity is looking for a Wealth and Estate Planning Specialist to join our high-performing team of finance professionals. We manage approximately $6 billion in client assets and employ like-minded individuals who display grit, integrity, hard work, and an ability to think outside the box.

As a Wealth Planning Specialist, you will deliver personalized and comprehensive financial planning services to high-net-worth (HNW) and ultra-high-net-worth (UHNW) clients. This role combines strategic planning, relationship management, and technical expertise to support advisors and elevate client experiences within our private wealth group. You need to have a strong work ethic, a positive attitude, and a sharp attention to detail to succeed in this role. This is a full-time onsite position out of our downtown Vancouver office.

Responsibilities

• Prepare and deliver personalized financial plans using Conquest software for high-net-worth (HNW) and ultra-high-net-worth (UHNW) clients.
• Tailor plans to address complex client needs such as holding companies, stock options, IPPs, RCAs, charitable giving, and estate planning.
• Conduct client discovery meetings to assess financial goals and build holistic strategies.
• Present financial plans in client meetings alongside our private wealth Investment Advisors.
• Provide recommendations across investment, tax, retirement, risk management, and estate planning.
• Act as a subject matter expert to our Investment Advisors, simplifying complex strategies to support business development.
• Strengthen relationships with advisors and clients to deepen engagement and identify new opportunities.
• Integrate total wealth solutions (Tax, Insurance, Estate & Trust, Charitable Giving) to deliver integrated planning solutions.
• Support business development for mass affluent and HNW clients, identifying cross-sell and referral opportunities.
• Analyze client tax scenarios and deliver personalized tax-efficient strategies (e.g., RRSP/RRIF withdrawals).
• Occasionally prepare personal and corporate tax packages for clients.
• Participate in firm-wide projects, marketing initiatives, and development of thought leadership content.
• Maintain up-to-date knowledge of financial planning trends, legislation, and strategies.

Skills and Qualifications

• CFP designation required (other tax planning designations are assets).
• Completion of or willingness to complete CSC and CPH.
• 5+ years in comprehensive and complex financial planning roles.
• 5+ years of client-facing experience, preferably in wealth management or advisory.
• Strong proficiency in Conquest and Excel; knowledge of Dataphile, YCharts, Envestnet an asset.
• Excellent communication, presentation, and writing skills.
• Highly organized, detail-oriented, and capable of working both independently and in teams.
• Strong analytical skills, curiosity, and a proactive, client-focused mindset.

What we have to offer

• Competitive salary and potential for bonuses;
• Competitive benefits package including Medical / Dental coverage;
• The Cash Management Group provides RRSP matching and other benefits including: weekly catered lunches, weekly massages, health & wellness perks, fun team events, and daily healthy snacks.

How to Apply

Please apply directly through LinkedIn.

This posting will remain open until a qualified candidate is hired. To learn more about the team and Canaccord Genuity, visit

Want to get noticed? Follow us on LinkedIn (@cashmanagementgroup), Instagram (@cgcashgroup) and subscribe to our YouTube Channel (Cash Management Group).

Canaccord Genuity Corp. welcomes and encourages applications from all qualified individuals including persons with disabilities. We will provide reasonable accommodations upon request for candidates taking part in all aspects of the recruitment and selection cycle.

In order to be considered for employment at Canaccord Genuity, candidates selected for interviews will be required to show proof of citizenship, permanent residence or eligibility to work in Canada.

Seniority level

• Seniority level

  Associate

Employment type

• Employment type

  Full-time

Job function

• Job function

  Finance

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