Support sophisticated wealth planning for families with substantial capital through client leadership, investment strategy, and integrated advisory coordination.
Stenner Wealth Partners+ is seeking a Senior Wealth Advisor for its boutique Multi-Family Office and Outsourced CIO Consulting team. Based in Vancouver, this position serves Canadian and US households, entrepreneurs, executives, and professionals. You will develop trusted multigenerational relationships, present wealth management solutions, and collaborate with family offices, accountants, lawyers, insurance specialists, Portfolio Managers, and Analysts. The work requires proven acquisition experience, investment planning presentation skills, and precise documentation.
Key Responsibilities:

Develop trusted relationships across client generations
Coordinate integrated planning with professional advisors
Manage complex matters, communication, and follow-through
Support portfolio reviews and investment due diligence
Represent SWP+ at client and industry events
Requirements:

Seven to ten years of relevant wealth experience
Experience with entrepreneurs and ultra-high-net-worth families
Proven client acquisition and business development success
Excellent communication and presentation skills
Strong organization and attention to detail
Use relationship-building strength and wealth planning knowledge to serve complex family capital through SWP+’s global perspective.

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Ultra High Net Worth Wealth Manager