Become a vital part of the MacInnes Group at Canaccord Genuity in Oakville as a Financial Planning Associate. This position offers an prospect to focus on high-net-worth client services and comprehensive wealth management solutions.
At Canaccord Genuity, you will join a dedicated team led by William MacInnes, aiming to support entrepreneurs and private investors. With 4 to 7 years of related experience, you are expected to deliver customized wealth plans and advise clients on complex financial needs. This role also emphasizes achieving the Certified Financial Professional designation for ongoing professional growth.
Key Responsibilities:
• Deliver comprehensive wealth plans that integrate various financial strategies
• Offer guidance on complex planning needs like stock options and charitable giving




• Analyze clients’ tax profiles and develop long-term strategies
• Confidently present investment solutions to clients and partners
• Build and maintain solid client relationships
Requirements:
• 4 to 7 years in financial planning or wealth management
• Certification or progress toward CFP is required
• Solid verbal and written communication skills
• Proven networking and relationship-building ability
• Intermediate computer skills with MS Office and financial tools
Support high-net-worth clients in achieving their financial goals as a Financial Planning Associate with Canaccord Genuity.
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📌 Financial Planning Associate Role In Oakville
🏢 Canaccord Genuity Group
📍 Oakville