Become a vital part of the MacInnes Group at Canaccord Genuity in Oakville as a Financial Planning Associate. This position offers an chance 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 Skilled 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 strong 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.

📌 Financial Planning Associate Role In Oakville
🏢 Canaccord Genuity Group
📍 Oakville