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 initiatives
Requirements:
• 5 to 8 years in wealth management environments
• Investment Representative or Registered Representative license
• Actively pursuing Certified Financial Skilled designation
• Professional presentation and communication skills
• Familiarity with financial software and MS Office
Bring your wealth management expertise to the MacInnes Group and impact high-net-worth client experiences positively.
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