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 solid client relationships in a team-based environment is essential for success.Key Responsibilities:Develop customized wealth plans integrating various servicesGuide clients through complex planning demandsAnalyze and strategize tax planning methodsPresent fee-based solutions clearly to clientsPromote holistic planning for business growthRequirements:4 to 7 years' experience in financial planningPursuing or holding CFP designationKnowledge of insurance industry is a plusStrong verbal and written communication skillsIntermediate knowledge of MS OfficeHarness your skills to help clients achieve their financial goals at Canaccord Genuity.#J-18808-Ljbffr