At a Glance
- Tasks: Elevate wealth management for ultra-high-net-worth families with tailored investment strategies.
- Company: Join Stenner Wealth Partners, a leading multi-family office in Vancouver.
- Benefits: Competitive salary, professional development, and opportunities to network at industry events.
- Other info: Dynamic role with excellent growth potential and client relationship management.
- Why this job: Make a real impact on affluent households and shape the future of wealth management.
- Qualifications: 7-10 years in wealth management with relevant designations like CIM or CFA.
The predicted salary is between 121500 - 148500 $ per year.
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
Senior Wealth Advisor 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.
