Advance your career as an Associate Investment Advisor with Canaccord Genuity in Oakville. Collaborate on wealth management strategies for high-net-worth clients while developing your advisory skills.

This role within the MacInnes Group supports both personal and qualified growth as you work alongside experienced team members. You will prepare detailed financial plans and address complex wealth management needs, focusing on areas such as retirement and tax strategies. This position is ideal for those with a robust foundation in wealth management and seeking to deepen their client relationship expertise.

Key Responsibilities:



• Support the wealth management business and client relationships • Prepare financial plans using Conquest software • Provide strategic advice on complex client needs • Service client accounts and ensure transaction accuracy • Maintain reports and contribute to marketing initiatives

Requirements: • 5 to 8 years of wealth management experience • Licensed Investment Representative or Registered Representative • Completion or pursuit of Certified Financial Professional designation • Strong communication and presentation skills • Excellent organizational and detail-oriented abilities

Elevate your advisory capabilities while supporting high-net-worth clients in a collaborative setting at Canaccord Genuity. #J-18808-Ljbffr

📌 Associate Investment Advisor At Canaccord Genuity Winnipeg
🏢 Canaccord Genuity Group
📍 Winnipeg