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 environment 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 innovative solutions to clients
Cultivate robust 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
Robust networking and relationship management Utilize your financial planning acumen to provide exceptional service at Canaccord Genuity in Oakville.

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