Join Stenner Wealth Partners+ as a Senior Associate in Business Development, where your expertise in financial services will help foster strong 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
- Robust 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+.
📌 Senior Associate in Business Development at SWP+ (Vancouver)
🏢 Canaccord Genuity Group
📍 Vancouver
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