Join Stenner Wealth Partners (SWP+) as a Senior Business Development Associate. Located in downtown Vancouver, this role focuses on client engagement and strategic prospecting in wealth management.

In this crucial position within a top-rated wealth management firm, you will support business development strategies aimed at attracting high-net-worth clients. Leveraging your strong client management skills and market insights, you will engage with potential investors while collaborating closely with experienced team members. This is an exciting opportunity to make a significant impact in a dynamic team setting.

Key Responsibilities:



• Drive business development and client prospecting initiatives • Build and manage a targeted prospect pipeline • Prepare proposals and presentations for client engagement • Conduct initial discovery conversations with potential clients • Maintain accurate records in the CRM system

Requirements: • Minimum five years of relevant experience in financial services • CIRO registration or similar qualifications required • Exceptional relationship management and communication skills • Advanced proficiency in Microsoft and CRM applications • Proven ability to thrive in a collaborative environment

Expand your career with a prestigious team at Stenner Wealth Partners. #J-18808-Ljbffr

📌 Senior Business Development Associate Role at SWP+ (Winnipeg)
🏢 Canaccord Genuity
📍 Winnipeg