Become a Wealth Management Associate at Canaccord Genuity in Oakville, specializing in high-net-worth client services. Optimize financial strategies and grow in a collaborative team environment.

In the MacInnes Group, you will be instrumental in maintaining client accounts and developing tailored financial plans. Your role involves addressing complex planning aspects like retirement and estate strategies while enhancing your financial advisory acumen. Ideal candidates are those with a passion for wealth management looking to make a significant impact.

Key Responsibilities:
• Collaborate with the team to enhance client relationships
• Prepare and tailor financial strategies using Conquest
• Provide guidance on estate and tax planning needs




• Process transactions and ensure client account accuracy
• Contribute to marketing and business development efforts

Requirements:
• 5 to 8 years in wealth management support
• Must be licensed as an Investment or Registered Representative
• Actively pursuing Certified Financial Skilled designation
• Excellent interpersonal and communication skills
• Strong organizational abilities with attention to detail

Develop your expertise in wealth management while making a difference for distinguished clients at Canaccord Genuity.
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📌 Wealth Management Associate at Canaccord Genuity (Ontario)
🏢 Canaccord Genuity Group
📍 Ontario