02 Aug
|
CGC Canaccord Genuity
|
Oakville
02 Aug
CGC Canaccord Genuity
Oakville
Associate Investment Advisor – Oakville, OntarioSalary Range: $135,000 - $200,000Join the MacInnes Group in our Oakville office as an Associate Investment Advisor to support a wealth management business focused on high-net-worth clients.ResponsibilitiesWork 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
📌 Associate Investment Advisor (Oakville)
🏢 CGC Canaccord Genuity
📍 Oakville