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Wealth Planning opportunity at Canaccord Genuity - ApplyBlast

Wealth Planning opportunity

Canaccord Genuity

6 months ago

Isle of Man

Onsite

Full Time

Senior

0 applicants

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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

About Canaccord Genuity

canaccordgenuity.com

Headquarters

Toronto, Ontario, Canada

Company Size

1001-5000 employees

Founded

1950

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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.