Join Canaccord Genuity as an Investment Advisory Associate in Oakville, focusing on comprehensive wealth solutions for high-net-worth clients. Build expertise in financial planning tailored to client needs.

This position within the MacInnes Group emphasizes teamwork and client relationships as you prepare detailed financial plans. You will handle complex advisory tasks and ensure client satisfaction through effective account management. This role provides an excellent pathway for individuals seeking to expand their advisory skills in a productive environment.

Key Responsibilities:



• Assist in supporting client relationships and business growth • Create financial plans utilizing advanced Conquest software • Render strategic planning support for tax and estate matters • Maintain accurate and compliant client account documentation • Develop marketing materials and reports for business initiatives

Requirements: • 5 to 8 years of experience in a wealth management capacity • Investment Representative or Registered Representative license • Working towards Certified Financial Qualified designation • Strong communication and client service skills • Exceptional organizational and detail orientation

Enhance your wealth management career by providing valuable insights and services to high-net-worth clients at Canaccord Genuity. #J-18808-Ljbffr

📌 Investment Advisory Associate Role at Canaccord Genuity (Winnipeg)
🏢 Canaccord Genuity Group
📍 Winnipeg