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 strong 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 cutting-edge 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
Strong networking and relationship management
Utilize your financial planning acumen to provide exceptional service at Canaccord Genuity in Oakville.