Join the MacInnes Group in Oakville, Ontario, as an Associate Investment Advisor. This role lets you support high-net-worth clients by crafting personalized financial strategies. As part of a skilled team, you will leverage your 5 to 8 years of experience in wealth management to prepare detailed financial plans using Conquest software.
Your focus on complex planning needs will play a crucial role in helping clients navigate their financial journeys while fostering long-term relationships. Key Responsibilities:
Collaborate to enhance client relationship management
Tailor comprehensive financial plans for clients
Offer strategic insights on wealth management needs
Process client transactions and maintain accurate records
Produce reports and support marketing initiatives Requirements:
5 to 8 years in wealth management settings
Investment Representative or Registered Representative license
Actively pursuing Certified Financial Skilled designation
Skilled presentation and communication skills
Familiarity with financial software and MS Office Bring your wealth management expertise to the MacInnes Group and impact high-net-worth client experiences positively.