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© All Rights Reserved. ApplyBlast.com
Canaccord Genuity
The Associate, Financial Planning role at Canaccord Genuity in Edmonton supports a team of Investment Advisors by building client relationships and contributing to a sustainable wealth management business. The position involves participating in client meetings, preparing financial planning documents, and assisting with account maintenance and business development. This role requires strong organizational, analytical, and interpersonal skills to deliver high-quality service in a fast-paced 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.
Canaccord Genuity didn’t post a salary, so this is our estimate from similar listings.