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 environment.Key Responsibilities:Assist in supporting client relationships and business growthCreate financial plans utilizing advanced Conquest softwareRender strategic planning support for tax and estate mattersMaintain accurate and compliant client account documentationDevelop marketing materials and reports for business initiativesRequirements:5 to 8 years of experience in a wealth management capacityInvestment Representative or Registered Representative licenseWorking towards Certified Financial Skilled designationStrong communication and client service skillsExceptional organizational and detail orientationEnhance 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)
🏢 Canaccord Genuity Group
📍 Oakville