Elevate your career as a Wealth Management Associate with Canaccord Genuity in Oakville, Ontario. Collaborate with the MacInnes Group to provide exceptional financial planning solutions.

Canaccord Genuity seeks an Associate with 4 to 7 years of financial planning experience to join the MacInnes Group. In this role, you will design tailored wealth plans, provide strategic guidance, and analyze complex tax profiles for entrepreneurs and private investors. You will foster solid client relationships, all while upholding high ethical standards and continually seeking learning prospects.

Key Responsibilities: • Design comprehensive and customized wealth plans • Provide strategic guidance on complex planning needs • Analyze clients’ tax profiles and long-term strategies • Present planning concepts to clients confidently • Drive business growth through partnerships

Requirements: • 4 to 7 years in financial planning and wealth management • CFP designation or in progress • Additional designations are an asset • Excellent communication and presentation skills • Solid networking and relationship-building abilities

Utilize your financial expertise to enhance client outcomes at Canaccord Genuity in Oakville.

📌 Wealth Management Associate At Canaccord Genuity Winnipeg
🏢 Canaccord Genuity
📍 Winnipeg