Canaccord Genuity Corp. in Canada seeks a Wealth and Estate Planning Specialist to drive growth with High Net Worth clients. The role focuses on comprehensive wealth planning, coordinating with Investment Advisors, and expanding assets under management.
The successful candidate will train advisors, promote Conquest-based plans, and navigate complex tax and estate planning opportunities while delivering exceptional client service.
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Senior Wealth & Estate Planning Strategist in Winnipeg employer: Canaccord Genuity Group Inc.
Canaccord Genuity is an exceptional employer that fosters a dynamic and collaborative work culture, encouraging innovation and professional growth. With a commitment to diversity and inclusion, employees are empowered to thrive in a fast-paced environment while delivering outstanding service to clients. Located in Canada, the firm offers competitive salaries and comprehensive benefits, making it an attractive choice for those seeking meaningful and rewarding careers in the financial services industry.
Contact Details:
Canaccord Genuity Group Inc. Recruitment Team
