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© All Rights Reserved. ApplyBlast.com
Canaccord Genuity
This role supports Canaccord Genuity's Wealth & Estate Planning team by preparing and presenting comprehensive financial plans for high-net-worth and ultra-high-net-worth clients. The incumbent acts as a subject matter expert in financial planning, developing relationships with advisors and collaborating to simplify complex strategies and enhance client service.
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.
47% below the average for this role