Wealth Associate in Montreal

Join Canaccord Genuity as a Wealth Associate in Montreal, where you’ll create tailored wealth plans and provide valuable client-focused strategies. This full-time role balances flexibility with impactful client interactions.

We are seeking a dedicated Wealth Associate with a minimum of three years of relevant experience. In this position, you'll prepare detailed financial, retirement, and estate planning strategies. You will personalize solutions to address the unique challenges faced by emerging affluent clients while collaborating closely with the Senior Investment Advisor.

Key Responsibilities:
• Prepare comprehensive wealth plans tailored to clients’ needs
• Deliver presentations on fee-based investments and estate planning
• Conduct ongoing client relationship management and updates
• Research and present investment ideas to the portfolio manager
• Support business development initiatives within the existing client book
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