At a Glance
- Tasks: Create tailored wealth plans and provide strategic financial guidance to clients.
- Company: Join Canaccord Genuity, a leader in wealth management with a focus on client relationships.
- Benefits: Competitive salary, professional development, and a supportive team environment.
- Other info: Opportunity to work towards your Certified Financial Professional designation.
- Why this job: Make a real impact by helping clients achieve their financial goals.
- Qualifications: 4-7 years in financial planning and strong communication skills required.
The predicted salary is between 82800 - 101200 $ per year.
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 strong client relationships within a team-focused environment
Requirements
- 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 systems
Bring your financial expertise and client-focused approach to join the innovative team at Canaccord Genuity. #J-18808-Ljbffr
Associate Financial Planner in Oakville employer: Canaccord Genuity Group Inc.
Canaccord Genuity is an exceptional employer that fosters a dynamic and collaborative work culture, encouraging innovation and professional growth. With a commitment to diversity and inclusion, employees are empowered to thrive in a fast-paced environment while delivering outstanding service to clients. Located in Canada, the firm offers competitive salaries and comprehensive benefits, making it an attractive choice for those seeking meaningful and rewarding careers in the financial services industry.
Contact Details:
Canaccord Genuity Group Inc. Recruitment Team
