Become a vital part of the MacInnes Group at Canaccord Genuity in Oakville as a Financial Planning Associate. This position offers an opportunity 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 qualified growth.Key Responsibilities:Deliver comprehensive wealth plans that integrate various financial strategiesOffer guidance on complex planning needs like stock options and charitable givingAnalyze clients' tax profiles and develop long-term strategiesConfidently present investment solutions to clients and partnersBuild and maintain strong client relationshipsRequirements:4 to 7 years in financial planning or wealth managementCertification or progress toward CFP is requiredStrong verbal and written communication skillsProven networking and relationship-building abilityIntermediate computer skills with MS Office and financial toolsSupport high-net-worth clients in achieving their financial goals as a Financial Planning Associate with Canaccord Genuity.#J-18808-Ljbffr

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