At a Glance
- Tasks: Support client relationships and create tailored financial plans for high-net-worth clients.
- Company: Join Canaccord Genuity, a leader in wealth management.
- Benefits: Opportunity to enhance your career with valuable insights and services.
- Other info: Great pathway for aspiring Certified Financial Professionals.
- Why this job: Grow your advisory skills in a collaborative and productive environment.
- Qualifications: 5-8 years in wealth management and strong communication skills.
The predicted salary is between 82800 - 101200 $ per year.
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 Mac Innes 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 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 Professional designation
- Strong 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. #J-18808-Ljbffr
Investment Advisory Associate Role 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
