25 Sep
|
Canaccord Genuity Group
|
Vancouver
25 Sep
Canaccord Genuity Group
Vancouver
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 prospectingCreate and maintain a qualified pipeline of prospectsConduct discovery conversations to assess client fitPrepare strategic presentations and communicationsTrack progress and report on business development activitiesRequirements:At least five years in private wealth or financial servicesCurrent CIRO registration or relevant industry credentialsProficiency in Microsoft Office and CRM toolsStrong communication and relationship-building skillsLegal eligibility to work in CanadaLeverage 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