Join the dynamic team at Canaccord Genuity as a Financial Planning Associate in Oakville, Ontario. Your expertise will drive comprehensive wealth management solutions for high-net-worth clients. We are looking for an Associate with 4 to 7 years of wealth management experience to join the MacInnes Group.
You will focus on providing bespoke wealth plans, tackle complex planning needs for clients, and regularly analyze their unique tax profiles. Building strong client relationships in a team-based environment is essential for success. Key Responsibilities:
- Develop customized wealth plans integrating various services
- Guide clients through complex planning demands
- Analyze and strategize tax planning methods
- Present fee-based solutions clearly to clients
- Promote holistic planning for business growth Requirements:
- 4 to 7 years' experience in financial planning
- Pursuing or holding CFP designation
- Knowledge of insurance industry is a plus
- Solid verbal and written communication skills
- Intermediate knowledge of MS Office Harness your skills to help clients achieve their financial goals at Canaccord Genuity.