Join the MacInnes Group in Oakville, Ontario, as an Associate Investment Advisor. This role lets you support high-net-worth clients by crafting personalized financial strategies.As part of a skilled team, you will leverage your 5 to 8 years of experience in wealth management to prepare detailed financial plans using Conquest software. Your focus on complex planning needs will play a crucial role in helping clients navigate their financial journeys while fostering long-term relationships.Key Responsibilities:
- Collaborate to enhance client relationship management
- Tailor comprehensive financial plans for clients
- Offer strategic insights on wealth management needs
- Process client transactions and maintain accurate records
- Produce reports and support marketing initiativesRequirements:
- 5 to 8 years in wealth management environments
- Investment Representative or Registered Representative license
- Actively pursuing Certified Financial Professional designation
- Qualified presentation and communication skills
- Familiarity with financial software and MS OfficeBring your wealth management expertise to the MacInnes Group and impact high-net-worth client experiences positively.#J-18808-Ljbffr

📌 Oakville Associate Investment Advisor Role
🏢 CGC Canaccord Genuity
📍 Oakville