Careers at Canaccord Genuity Wealth Management

27/09/2024

We are looking for an MPS Portfolio Implementer to join our London team.

You will be part of the Model Implementation team and will assist with the maintenance and implementation of all centralised investment propositions across internal and external platforms.

You will have a good knowledge of portfolio implementation and Excel, be an effective communicator and team player, have excellent organisational skills and a high level of accuracy and attention to detail.

For more information and to apply, please contact [email protected].

20/09/2024

We are looking for a Wealth Planning Assistant to join our team in Worcester.

In this role, the successful candidate will be responsible for providing administrative support to Wealth Planners to help to deliver good client outcomes.

This position would suit an individual with a high level of accuracy, excellent interpersonal and time management skills, and strong numerical skills.

Administration experience and a good knowledge of financial planning products and systems are desirable.

For more information and to apply please email [email protected].

20/09/2024

We are looking for an Onboarding Officer to join us on a 3-month fixed term contract basis in our Blackpool office.

The successful candidate will provide onboarding services through reviewing and setting up new client accounts on the Avaloq system in line with procedural and regulatory requirements, including tax documentation.

This position would suit a candidate who has demonstrated ability to rapidly learn and efficiently work with internal systems, along with excellent attention to detail and communication skills.

For more information and to apply, please contact [email protected]

05/09/2024

Are you ready to dive into the world of financial investigation? Do you have a sharp eye for detail, a passion for problem-solving, and the drive to protect businesses from financial crime? We are looking for a dynamic and motivated individual to join our fast-paced CDD team.

As a CDD Analyst, the successful candidate will have the opportunity to explore and understand the financial landscape of our clients and prospects, creating a comprehensive view of their wealth. They will be responsible for conducting due diligence reviews, identifying the AML risks and ensuring compliance with regulatory requirements and internal policies.

If you have an understanding of CDD, and an analytical mind with an eye for detail, please click the link below for more information and to apply.

Job Opening: CDD Analyst at Canaccord Genuity Wealth Management in Guernsey.

05/09/2024

Looking to make the first step in your career?

We have a new and exciting opportunity to join our Payment Control and Investigations team in Guernsey.

As a Trainee Payments Officer, you will learn how to execute a variety of tasks such as; reviewing payments, applying client money, and dealing with queries whilst insuring that all deadlines are met.

If you have excellent attention to detail, the ability to work well under pressure, and the desire to learn, please click the link below for more information and to apply.

Please note that due to the nature of the role, we are looking to fill this position on a full-time basis. Full training will be given.

Job Opening: Trainee Payments Officer at Canaccord Genuity Wealth Management in Guernsey.

10/07/2024

We are looking for a Paraplanner to join our team in Glasgow.

In this role, the successful candidate will actively support Wealth Planners by carrying out high quality research on a full range of financial planning products and services, enabling the Wealth Planner to provide a full holistic advice service to clients.

This position would suit an individual with excellent technical knowledge on financial planning products, excellent interpersonal and communication skills and strong numerical skills.

Previous experience in all Financial Planning practices and disciplines is essential. Candidates must be qualified to RQF Level 4 Diploma in Regulated Financial Planning (or equivalent) or have a commitment to achieving this.

For more information and to apply, please email [email protected].

17/06/2024

Ready for a new challenge? We have an exciting new opportunity to lead a team across two jurisdictions. The successful candidate would seek to develop and implement a strategy to realise the opportunities for process and control efficiency and effectiveness provided by internal systems and other technical opportunities.

We are looking for a strategic thinker with strong leadership skills, knowledge of Corporate Actions and tax laws/requirements and a good understanding of banking and wealth management regulations.

For more information and to apply, please contact [email protected].

10/06/2024

Ready for a new challenge? We have an exciting opportunity for a Sales Trainer to join our Intermediaries team in London.

In this role, the successful candidate will be responsible for designing, implementing and delivering comprehensive training programmes to our front office professionals.

This position would suit an individual with excellent presentation and communication skills with the ability to engage and motivate diverse audiences and the ability to thrive in a fast-paced dynamic environment.

For more information and to apply, please contact [email protected].

10/06/2024

Ready for a new challenge? We have an exciting new opportunity to manage a team across two jurisdictions. The successful candidate would also seek to streamline workflows and improve our payments processes.
If you have people management experience, a good understanding of banking and wealth management regulations, and experience of enhancing a system to promote efficiencies.
For more information and to apply, please contact [email protected].

12/03/2024

We are looking for a CDD Monitoring Analyst to join our team in Blackpool.

In this role, the successful candidate will be responsible for the ongoing monitoring activities including periodic reviews and ongoing transaction and payment monitoring.

The position would suit an individual with exceptional attention to detail, excellent communication skills, an aptitude for numbers and the ability to manage their own workload. An understanding of the FCA requirements on AML is desirable but not essential.

For more information and to apply, please contact [email protected].