Join Stenner Wealth Partners+ as a Senior Associate in Business Development, where your expertise in financial services will help foster solid client relationships. This in-office role in Vancouver emphasizes proactive outreach.

As part of a top-tier team within Stenner Wealth Partners+, the Senior Associate will focus on engaging high-net-worth clients and developing customized business strategies. The ideal candidate has extensive experience in wealth management and excels in building a qualified prospect pipeline. Collaborate closely with senior team members to achieve ambitious growth goals for the firm.

Key Responsibilities:
• Support business development initiatives and client prospecting
• Create and maintain a qualified pipeline of prospects




• Conduct discovery conversations to assess client fit
• Prepare strategic presentations and communications
• Track progress and report on business development activities

Requirements:
• At least five years in private wealth or financial services
• Current CIRO registration or relevant industry credentials
• Proficiency in Microsoft Office and CRM tools
• Strong communication and relationship-building skills
• Legal eligibility to work in Canada

Leverage your experience and insights to enhance client service and drive results at SWP+.
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📌 Senior Associate in Business Development at SWP+ (British Columbia)
🏢 Canaccord Genuity Group
📍 British Columbia