Canaccord Genuity

Wealth Planning opportunity

Canaccord Genuity

10 hours ago
Isle of Man
Onsite
Full Time
Senior
0 applicants
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Canaccord Genuity
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About this role

A Wealth Planner at Canaccord Wealth provides holistic wealth planning advice to clients, building strong relationships and delivering personalized solutions. The role involves business development, collaboration with teams, and maintaining compliance with financial regulations.

Skills

Qualifications

Level 4 QualifiedCPDSPSCompetency AssessmentFinancial Planning Qualification
Canaccord Genuity

About Canaccord Genuity

canaccordgenuity.com

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.

About Canaccord Genuity

Headquarters

San Francisco, CA

Company Size

201-500 employees

Founded

2018

Industry

Technology

Glassdoor Rating

4.2 / 5

Leadership Team

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

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