Job opportunity
Senior Wealth Advisor at Stenner Wealth Partners+
CGC Canaccord Genuity Corp.
Elevate your career as a Senior Wealth Advisor with Stenner Wealth Partners+ in Vancouver. Provide expert wealth management to high-net-worth clients while fostering enduring relationships.
Stenner Wealth Partners+ is seeking a seasoned wealth advisor to lead client service for ultra-high-net-worth families. You’ll engage in comprehensive wealth management, advise on investment strategies, and build multigenerational client relationships. This exclusive role emphasizes client retention and asset growth within a highly personalized service model.
Key Responsibilities:
• Manage client relationships for ultra-high-net-worth families
• Drive business development and asset growth initiatives
• Present tailored investment strategies to clients
• Mentor junior team members in strategic initiatives
• Maintain compliance with regulatory requirements
Requirements:
• Minimum 7-10 years in wealth management or related fields
• Relevant designations: CIM, CFP, MBA, CAIA, CFA
• Proven client acquisition and interpersonal skills
• Advanced proficiency in CRM systems and Microsoft Office
• Legally entitled to work in Canada
Utilize your wealth management expertise to serve affluent clients with Stenner Wealth Partners+ in Vancouver.
#J-18808-Ljbffr
Apply on source site Stenner Wealth Partners+ is seeking a seasoned wealth advisor to lead client service for ultra-high-net-worth families. You’ll engage in comprehensive wealth management, advise on investment strategies, and build multigenerational client relationships. This exclusive role emphasizes client retention and asset growth within a highly personalized service model.
Key Responsibilities:
• Manage client relationships for ultra-high-net-worth families
• Drive business development and asset growth initiatives
• Present tailored investment strategies to clients
• Mentor junior team members in strategic initiatives
• Maintain compliance with regulatory requirements
Requirements:
• Minimum 7-10 years in wealth management or related fields
• Relevant designations: CIM, CFP, MBA, CAIA, CFA
• Proven client acquisition and interpersonal skills
• Advanced proficiency in CRM systems and Microsoft Office
• Legally entitled to work in Canada
Utilize your wealth management expertise to serve affluent clients with Stenner Wealth Partners+ in Vancouver.
#J-18808-Ljbffr