Serve ultra-high-net-worth families as an Associate Wealth Advisor using investment advisory and relationship management expertise at SWP+. Stenner Wealth Partners+ seeks an Associate Wealth Advisor for its in-person and virtual Multi-Family Office and Outsourced CIO Consulting team. You will support Canadian and US investors through personalized wealth management, investment analysis, and business development. The role coordinates advice across investment, tax, estate, insurance, and financial planning matters. Key Responsibilities:
Build trusted multigenerational relationships with high-net-worth client families Coordinate comprehensive wealth management advice across specialist areas Present investment strategies and wealth management solutions Develop prospective client and referral source pipelines Maintain accurate records and complete regulatory requirements Requirements:
Minimum three years of relevant wealth management experience High-net-worth client relationship experience Appropriate CIRO registration or ability to obtain it CIM, CFP, CFA, or CAIA preferred Strong investment, planning, presentation, and communication skills Apply wealth management, investment advisory, and relationship-building expertise while supporting SWP+ client families across generations.
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Associate Wealth Advisor Private Wealth in Vancouver employer: Canaccord Genuity Group Inc.
Canaccord Genuity is an exceptional employer that fosters a dynamic and collaborative work culture, encouraging innovation and professional growth. With a commitment to diversity and inclusion, employees are empowered to thrive in a fast-paced environment while delivering outstanding service to clients. Located in Canada, the firm offers competitive salaries and comprehensive benefits, making it an attractive choice for those seeking meaningful and rewarding careers in the financial services industry.
Contact Details:
Canaccord Genuity Group Inc. Recruitment Team
