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© All Rights Reserved. ApplyBlast.com
Canaccord Genuity
An Associate Financial Planner at Canaccord Genuity supports senior planners in team LWC by preparing client planning packages, delivering financial and insurance strategies, and maintaining accurate recordkeeping using specialized software. This role requires strong organizational skills to assist in analyzing coverage options, supporting underwriting processes, and facilitating client meetings within a fast-paced Canadian wealth management environment.
Canaccord Genuity Group Inc. is a leading independent, full-service financial services firm, with operations in two principal segments of the securities industry: wealth management and capital markets.
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
View leadership team, funding history,
and employee contacts for Canaccord Genuity.