Wealth Planning opportunity
Canaccord Genuity
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
About Canaccord Genuity
canaccordgenuity.comCanaccord 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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