At a Glance
- Tasks: Drive business development and engage with high-net-worth clients in wealth management.
- Company: Join a top-rated wealth management firm in downtown Vancouver.
- Benefits: Competitive salary, dynamic team environment, and career growth opportunities.
- Other info: Exciting opportunity to expand your career with a prestigious team.
- Why this job: Make a significant impact while collaborating with experienced professionals.
- Qualifications: Five years of experience in financial services and strong relationship management skills.
The predicted salary is between 82800 - 101200 $ per year.
Join Stenner Wealth Partners (SWP+) as a Senior Business Development Associate.
Located in downtown Vancouver, this role focuses on client engagement and strategic prospecting in wealth management.
In this crucial position within a top-rated wealth management firm, you will support business development strategies aimed at attracting high-net-worth clients.
Leveraging your strong client management skills and market insights, you will engage with potential investors while collaborating closely with experienced team members.
This is an exciting opportunity to make a significant impact in a dynamic team environment.
Key
Responsibilities
- Drive business development and client prospecting initiatives
- Build and manage a targeted prospect pipeline
- Prepare proposals and presentations for client engagement
- Conduct initial discovery conversations with potential clients
- Maintain accurate records in the CRM system
Requirements
- Minimum five years of relevant experience in financial services
- CIRO registration or similar qualifications required
- Exceptional relationship management and communication skills
- Advanced proficiency in Microsoft and CRM applications
- Proven ability to thrive in a collaborative environment
- Expand your career with a prestigious team at Stenner Wealth Partners. #J-18808-Ljbffr
Senior Business Development Associate in Vancouver employer: Canaccord Genuity Corp.
Canaccord Genuity is an exceptional employer that fosters a collaborative and innovative work culture in the heart of Vancouver. With a strong focus on employee growth, we offer comprehensive training and development opportunities, ensuring our team members thrive in their careers while contributing to sustainable wealth management solutions. Join us to be part of a dynamic team that values client relationships and empowers you to make a meaningful impact.
