Join Stenner Wealth Partners+ as a Senior Associate in Business Development, where your expertise in financial services will help foster robust 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 (Canada)
🏢 Canaccord Genuity Group
📍 Canada
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