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 setting. 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 Skilled designation
Solid 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.

📌 Investment Advisory Associate Role At Canaccord Genuity Oakville (Canada)
🏢 Canaccord Genuity Group
📍 Canada