Canaccord Genuity
Canaccord Genuity is seeking a motivated Financial Planner to join its Wealth Management team in Calgary. This role focuses on increasing High Net Worth client business by developing comprehensive financial plans and leveraging relationships with Investment Advisors. The position involves creating tailored wealth strategies, analyzing tax situations, and delivering presentations to drive business growth.
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.
6% above the average for this role