Job opportunity
Senior Wealth Advisor at Stenner Wealth Partners
Canaccord Genuity Corp.
Elevate client wealth management with Stenner Wealth Partners in Vancouver as a Senior Wealth Advisor. Service ultra-high-net-worth families, providing tailored investment strategies and personalized planning solutions.
Join an exclusive multi-family office and lead client relationships for affluent households at Stenner Wealth Partners+. This senior role requires a focus on client service, investment strategies, and business development. You'll contribute to asset growth and represent SWP+ at key industry events while nurturing relationships with ultra-wealthy clients and their advisors.
Key Responsibilities:
• Manage relationships for ultra-high-net-worth client families
• Lead client meetings and deliver wealth management advice
• Identify and convert prospective client opportunities
• Partner with professionals to deliver integrated planning
• Present investment strategies to clients and prospects
Requirements:
• 7-10 years in wealth management or investment advisory
• Relevant designations: CIM, CFP, MBA, CAIA, or CFA
• Proven success managing high-net-worth clients
• Excellent communication and interpersonal skills
• Strong organizational skills with attention to detail
Shape the future of wealth management, driving client success and growth with Stenner Wealth Partners+ in Vancouver.
#J-18808-Ljbffr
Apply on source site Join an exclusive multi-family office and lead client relationships for affluent households at Stenner Wealth Partners+. This senior role requires a focus on client service, investment strategies, and business development. You'll contribute to asset growth and represent SWP+ at key industry events while nurturing relationships with ultra-wealthy clients and their advisors.
Key Responsibilities:
• Manage relationships for ultra-high-net-worth client families
• Lead client meetings and deliver wealth management advice
• Identify and convert prospective client opportunities
• Partner with professionals to deliver integrated planning
• Present investment strategies to clients and prospects
Requirements:
• 7-10 years in wealth management or investment advisory
• Relevant designations: CIM, CFP, MBA, CAIA, or CFA
• Proven success managing high-net-worth clients
• Excellent communication and interpersonal skills
• Strong organizational skills with attention to detail
Shape the future of wealth management, driving client success and growth with Stenner Wealth Partners+ in Vancouver.
#J-18808-Ljbffr