Advance your career as an Associate in Wealth Management at Canaccord Genuity in Oakville, Ontario. Work closely with the MacInnes Group to design tailored financial solutions.

Canaccord Genuity is in search of a dedicated Associate with 4 to 7 years of experience in wealth management. The role includes creating customized wealth plans, providing strategic advice on financial complexities, and analyzing clients’ tax strategies. Collaborating in a supportive team workplace while maintaining solid client relationships is vital.

Key Responsibilities: • Create comprehensive wealth plans for clients • Offer strategic advice on holding companies and pensions • Conduct thorough analyses of tax profiles • Present creative solutions to clients • Cultivate strong partnerships to drive business

Requirements: • 4 to 7 years in financial planning or risk management • CFP designation preferred or in progress • Additional qualifications are beneficial • Excellent presentation and communication skills • Strong networking and relationship management

Utilize your financial planning acumen to provide exceptional service at Canaccord Genuity in Oakville. #J-18808-Ljbffr

📌 Associate, Wealth Management Canada Winnipeg
🏢 Canaccord Genuity
📍 Canada