15 Sep
|
Canaccord Genuity
|
Vancouver
15 Sep
Canaccord Genuity
Vancouver
Elevate your career with Stenner Wealth Partners as a Business Development Specialist, focusing on client prospecting and relationship management. This in-office role based in downtown Vancouver allows you to work with Canada’s elite investors and entrepreneurs. As a key member of the Stenner Wealth Partners team, this position emphasizes strong business development skills, ensuring effective outreach to prospective clients.
You will drive client acquisition initiatives, helping the team manage and nurture valuable relationships with high-net-worth individuals. We seek dedicated professionals eager to thrive in an award-winning wealth management environment. Key Responsibilities:
- Assist in business development and prospecting activities
- Manage a qualified prospect pipeline with action plans
- Prepare skilled client correspondence and presentations
- Conduct discovery calls to qualify potential clients
- Track and report on business development activities Requirements:
- Five or more years in financial services or business development
- Current CIRO registration or completion of CSC/CPH
- Strong relationship-building and communication skills
- Proficiency in Microsoft Office and CRM tools
- Adaptable and committed to continuous learning Become an integral part of a high-performing team driving success in the wealth management sector.
📌 Business Development Specialist at Stenner Wealth Partners (Vancouver)
🏢 Canaccord Genuity
📍 Vancouver