Lead ultra-high-net-worth client relationships in Vancouver using wealth management expertise, investment advisory skills, and a personalized service approach. As Senior Wealth Advisor with Stenner Wealth Partners+ at Canaccord Genuity, you will serve Canadian and US investors, entrepreneurs, and multigenerational families. The position combines client relationship management, business development, investment presentations, and strategic practice initiatives. You will coordinate with professional advisors, Portfolio Managers, Analysts, and senior partners to deliver integrated wealth solutions. Strong attention to detail and regulatory compliance remain essential. Key Responsibilities:
Lead relationships with ultra-high-net-worth client families Conduct reviews and coordinate comprehensive wealth advice Build prospect and referral partner pipelines Present investment strategies and market updates Support growth, mentoring, and operational initiatives Requirements:
Seven to ten years in wealth management or related fields CIM, CFP, MBA, CAIA, or CFA designation Appropriate CIRO licensing for advisory work Success managing affluent or high-net-worth relationships Advanced Microsoft Office and CRM proficiency Bring client leadership, investment advisory, and business development experience to SWP+’s focused Vancouver wealth management practice.
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Senior Private Wealth Advisor 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
