Advance your career as an Associate Financial Planner with Canaccord Genuity in Oakville. You will play a key role in delivering tailored wealth management solutions to a select clientele of entrepreneurs and families.
Join the MacInnes Group, renowned for its commitment to building meaningful client relationships. In this associate role, you will leverage 4 to 7 years of financial planning experience to design comprehensive plans while working towards your Certified Financial Professional designation. Your analysis and presentation skills will be essential in providing clients with strategic guidance.
Key Responsibilities:
Create customized wealth plans integrating various financial aspects
Provide strategic guidance on complex financial and tax planning




Analyze tax profiles with advanced long-term planning strategies
Present investment solutions and planning concepts to clients
Foster solid client relationships within a team-focused setting
Requirements:
4 to 7 years in wealth management or financial planning
Active pursuit of CFP designation
Solid communication and presentation skills
Ability to build partner relationships effectively
Proficiency in MS Office and financial software systems
Bring your financial expertise and client-focused approach to join the innovative team at Canaccord Genuity.
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📌 Associate Financial Planner At Canaccord Genuity Oakville
🏢 Canaccord Genuity Group
📍 Oakville