Holistic Wealth Planner & Client Expert
Job in
Edinburgh, City of Edinburgh Area, EH1, Scotland, UK
Listed on 2026-07-21
Listing for:
cgwm
Full Time
position Listed on 2026-07-21
Job specializations:
-
Finance & Banking
Wealth Management, Financial Advisor / Consultant, Financial Sales
Job Description & How to Apply Below
Canaccord Wealth in Jersey is seeking an experienced, client-focused Wealth Planning professional to join our Jersey team. You will deliver holistic, high-quality wealth planning advice to a diverse portfolio of clients, helping them achieve their financial ambitions through thoughtful, personalised solutions.
You will build strong client relationships, contribute to business development, and collaborate with colleagues across Canaccord Wealth to ensure an exceptional client experience.
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