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 Mac Innes 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 robust client relationships within a team-focused environmentRequirements:
• 4 to 7 years in wealth management or financial planning
• Active pursuit of CFP designation
• Strong communication and presentation skills
• Ability to build partner relationships effectively
• Proficiency in MS Office and financial software systemsBring your financial expertise and client-focused approach to join the innovative team at Canaccord Genuity.

📌 Associate financial planner at canaccord genuity (Oakville)
🏢 Canaccord Genuity Group
📍 Oakville