cgwm
cgwm~17h ago
New

Wealth Planner

JerseyFull Timemid
OtherPlanner
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Quick Summary

Overview

We are seeking an experienced and client‑focused Wealth Planning professional to join our growing Jersey team. In this role, the successful candidate will deliver holistic,

Technical Tools
OtherPlanner
We are seeking an experienced and client‑focused Wealth Planning professional to join our growing Jersey team. In this role, the successful candidate will deliver holistic, high‑quality wealth planning advice to a diverse portfolio of clients, helping them achieve their financial ambitions through thoughtful, personalised solutions.

They will build and nurture strong client relationships, contribute positively to business development activities, and collaborate closely with colleagues across Canaccord Wealth to ensure an exceptional and seamless client experience.

This is an exciting opportunity to join a dynamic, forward‑thinking team where your expertise, initiative, and commitment to delivering outstanding client outcomes will be truly valued.

Location & Eligibility

Where is the job
Jersey
On-site within the country
Who can apply
JE

Listing Details

First seen
June 23, 2026
Last seen
June 23, 2026

Posting Health

Days active
0
Repost count
0
Trust Level
50%
Scored at
June 23, 2026

Signal breakdown

freshnesssource trustcontent trustemployer trust
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cgwmWealth Planner