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 setting.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 relationshipsPrepare and tailor financial strategies using ConquestProvide guidance on estate and tax planning needsProcess transactions and ensure client account accuracyContribute to marketing and business development effortsRequirements:5 to 8 years in wealth management supportMust be licensed as an Investment or Registered RepresentativeActively pursuing Certified Financial Qualified designationExcellent interpersonal and communication skillsStrong organizational abilities with attention to detailDevelop your expertise in wealth management while making a difference for distinguished clients at Canaccord Genuity.#J-18808-Ljbffr

📌 Wealth Management Associate At Canaccord Genuity (Oakville)
🏢 Canaccord Genuity Group
📍 Oakville