Job opportunity
Associate Wealth Advisor High Net Worth
CGC Canaccord Genuity Corp.
Support high-net-worth families as an Associate Wealth Advisor with Stenner Wealth Partners+, presenting investment strategies and coordinating advice across disciplines.
This associate role serves Canadian and US investors through Canaccord Genuity’s exclusive wealth management practice. You will build multigenerational relationships, support client reviews, and coordinate investment, tax, estate, insurance, and financial planning matters. The work requires careful communication, organization, and follow-through.
Key Responsibilities:
Serve high-net-worth and ultra-high-net-worth client families
Prepare and participate in client review meetings
Coordinate comprehensive wealth management advice
Present investment strategies to clients and prospects
Maintain accurate client records and communications
Requirements:
Minimum three years of relevant wealth management experience
Experience supporting affluent or ultra-high-net-worth relationships
Appropriate CIRO registration or ability to obtain it
Strong investment, portfolio construction, and planning knowledge
Excellent communication and relationship-building skills
Apply wealth advisory, investment presentation, and relationship management expertise supporting Stenner Wealth Partners+ client families.
#J-18808-Ljbffr
Apply on source site This associate role serves Canadian and US investors through Canaccord Genuity’s exclusive wealth management practice. You will build multigenerational relationships, support client reviews, and coordinate investment, tax, estate, insurance, and financial planning matters. The work requires careful communication, organization, and follow-through.
Key Responsibilities:
Serve high-net-worth and ultra-high-net-worth client families
Prepare and participate in client review meetings
Coordinate comprehensive wealth management advice
Present investment strategies to clients and prospects
Maintain accurate client records and communications
Requirements:
Minimum three years of relevant wealth management experience
Experience supporting affluent or ultra-high-net-worth relationships
Appropriate CIRO registration or ability to obtain it
Strong investment, portfolio construction, and planning knowledge
Excellent communication and relationship-building skills
Apply wealth advisory, investment presentation, and relationship management expertise supporting Stenner Wealth Partners+ client families.
#J-18808-Ljbffr