Elevate your career with Canaccord Genuity as an Associate in Wealth Management. Support clients in Oakville with tailored financial planning, investment guidance, and risk management.

Join the MacInnes Group at Canaccord Genuity in Oakville, Ontario, focusing on bespoke wealth management for high achievers. This Associate role offers the chance to design comprehensive financial strategies and build lasting client relationships. Utilize your 4 to 7 years of experience to provide strategic insights on complex planning needs, enhancing the financial well-being of clients.

Key Responsibilities:
• Create customized wealth plans integrating various components
• Advise clients on complex financial solutions
• Conduct thorough analysis of clients' tax profiles




• Present fee-based investment strategies effectively
• Maintain and grow client relationships within a team workplace

Requirements:
• 4 to 7 years of experience in financial planning
• CFP designation or progress towards it
• Excellent communication and presentation skills
• Proven networking and relationship-building capability
• Proficient in MS Office and financial management tools

Support affluent clients with tailored financial solutions at Canaccord Genuity in Oakville. Your expertise will drive impactful results in wealth management.
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📌 Associate In Wealth Management At Canaccord Genuity Ontario (Canada)
🏢 CGC Canaccord Genuity
📍 Canada