Wealth Planning Director

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 opportunity also includes the chance to act as a subject matter expert—supporting the Head of Wealth Planning, Jersey in shaping and enhancing our financial planning proposition, driving strategic growth initiatives, and supporting the refinement of processes, procedures, and overall service excellence.

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.