At a Glance
- Tasks: Manage relationships and provide tailored investment strategies for ultra-high-net-worth clients.
- Company: Join Stenner Wealth Partners+, a leader in wealth management in Vancouver.
- Benefits: Competitive salary, mentorship opportunities, and a dynamic work environment.
- Other info: Opportunity to mentor junior team members and grow within a prestigious firm.
- Why this job: Elevate your career while making a real impact on clients' financial futures.
- Qualifications: 7-10 years in wealth management with relevant designations and strong interpersonal skills.
The predicted salary is between 103500 - 126500 $ per year.
Elevate your career as a Senior Wealth Advisor with Stenner Wealth Partners+ in Vancouver.
Provide expert wealth management to high-net-worth clients while fostering enduring relationships.
Stenner Wealth Partners+ is seeking a seasoned wealth advisor to lead client service for ultra-high-net-worth families.
You’ll engage in comprehensive wealth management, advise on investment strategies, and build multigenerational client relationships.
This exclusive role emphasizes client retention and asset growth within a highly personalized service model.
Key
Responsibilities
- Manage client relationships for ultra-high-net-worth families
- Drive business development and asset growth initiatives
- Present tailored investment strategies to clients
- Mentor junior team members in strategic initiatives
- Maintain compliance with regulatory requirements
Requirements
- Minimum 7-10 years in wealth management or related fields
- Relevant designations: CIM, CFP, MBA, CAIA, CFA
- Proven client acquisition and interpersonal skills
- Advanced proficiency in CRM systems and Microsoft Office
- Legally entitled to work in Canada
Utilize your wealth management expertise to serve affluent clients with Stenner Wealth Partners+ in Vancouver. #J-18808-Ljbffr
Senior Wealth Advisor in Vancouver employer: CGC Canaccord Genuity Corp.
Canaccord Genuity is an exceptional employer that fosters a collaborative and entrepreneurial work culture, encouraging employees to learn and grow in a fast-paced environment. With a strong commitment to diversity and inclusion, the firm offers meaningful career development opportunities and values innovative ideas that drive success. Located in Canada, the AML Analyst role provides a unique chance to contribute to a leading independent financial services firm while ensuring compliance and integrity in the securities industry.
Contact Details:
CGC Canaccord Genuity Corp. Recruitment Team
