Advance your career as an Associate Investment Advisor with Canaccord Genuity in Oakville. Collaborate on wealth management strategies for high-net-worth clients while developing your advisory skills.This role within the MacInnes Group supports both personal and skilled growth as you work alongside experienced team members. You will prepare detailed financial plans and address complex wealth management needs, focusing on areas such as retirement and tax strategies. This position is ideal for those with a strong foundation in wealth management and seeking to deepen their client relationship expertise.Key Responsibilities:
Support the wealth management business and client relationships
Prepare financial plans using Conquest software
Provide strategic advice on complex client needs




Service client accounts and ensure transaction accuracy
Maintain reports and contribute to marketing initiativesRequirements:
5 to 8 years of wealth management experience
Licensed Investment Representative or Registered Representative
Completion or pursuit of Certified Financial Professional designation
Strong communication and presentation skills
Excellent organizational and detail-oriented abilitiesElevate your advisory capabilities while supporting high-net-worth clients in a team-oriented setting at Canaccord Genuity.#J-18808-Ljbffr

📌 Associate Investment Advisor At Canaccord Genuity Oakville
🏢 Canaccord Genuity Group
📍 Oakville