Associate Investment Advisor – Oakville, Ontario

Salary Range: $135,000 - $200,000

Join the MacInnes Group in our Oakville office as an Associate Investment Advisor to support a wealth management business focused on high-net-worth clients.

Responsibilities
Work closely with a team to support client relationships and grow a sustainable wealth management business.
Prepare and maintain comprehensive financial plans using Conquest software, tailoring recommendations to address the complex needs of high-net-worth and ultra-high-net-worth clients.
Provide strategic guidance on complex planning needs such as holding companies, stock options, individual pension plans, retirement compensation arrangements, charitable giving, and intergenerational wealth transfer.
Process and confirm transactions, execute trade orders, update account documentation, and ensure accurate account maintenance.
Communicate directly with clients, respond to inquiries, provide market quotes, and support ongoing relationship management.
Maintain account lists, prepare reports and statistical information, and contribute to business development and marketing initiatives.

Skills & Qualifications
5 to 8 years of experience working in a Wealth Management team under an established Advisor.




Licensed as an Investment Representative (IR) or Registered Representative (RR) with CIRO, and a well-rounded knowledge of the securities industry.
Must hold or be working towards the Certified Financial Skilled (CFP) designation.
Additional designations such as CLU, FEA, CEPA, and/or TEP are assets.
Qualified presentation skills; ability to communicate investment concepts, financial planning ideas, and the team’s value proposition to high-net-worth clients and prospects.
Excellent communication, interpersonal, and organizational skills with strong attention to detail.
Demonstrated ability to meet deadlines, take initiative, and multi-task.
Ability to work independently and effectively with employees and clients at all levels.
Intermediate to advanced computer skills; familiarity with MS Office and experience with Dataphile, Maximizer, Conquest and netx360 is an asset.

Equal Prospect Statement

We strongly encourage applications from all qualified individuals regardless of race, religion, colour, national origin, gender, sexual orientation, age, marital status, or disability status.

All applications will be held in strict confidence.

📌 Associate Investment Advisor Oakville (Canada)
🏢 CGC Canaccord Genuity
📍 Canada