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+. #J-18808-Ljbffr

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