Wealth and Estate Planning Specialist, Wealth Management
Winnipeg, MBFull Time
CC
CGC Canaccord Genuity Corp.
10+ YOECanaccord Genuity Corp. needs candidates with 10+ years of complex financial planning experience, a CFP designation (preferred) and an LLQP licence. Strong presentation, communication and software skills are also required.
Conquest
Financial Planner
Calgary, ABFull Time
CC
CGC Canaccord Genuity Corp.
3+ YOECanaccord Genuity needs candidates with the CFP designation and three years of financial planning experience. Strong Microsoft Office skills, excellent communication and presentation abilities, and client acquisition skills are also required.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Conquest, Naviplan