Senior Business Development Associate Role At Swp+ (Vancouver)

Senior Business Development Associate Role At Swp+ (Vancouver)

25 Sep
|
Canaccord Genuity
|
Vancouver

25 Sep

Canaccord Genuity

Vancouver

Join Stenner Wealth Partners (SWP+) as a Senior Business Development Associate. Located in downtown Vancouver, this role focuses on client engagement and strategic prospecting in wealth management.In this crucial position within a top-rated wealth management firm, you will support business development strategies aimed at attracting high-net-worth clients. Leveraging your strong client management skills and market insights, you will engage with potential investors while collaborating closely with experienced team members.



This is an exciting opportunity to make a significant impact in a dynamic team environment.Key Responsibilities:Drive business development and client prospecting initiativesBuild and manage a targeted prospect pipelinePrepare proposals and presentations for client engagementConduct initial discovery conversations with potential clientsMaintain accurate records in the CRM systemRequirements:Minimum five years of relevant experience in financial servicesCIRO registration or similar qualifications requiredExceptional relationship management and communication skillsAdvanced proficiency in Microsoft and CRM applicationsProven ability to thrive in a cooperative environmentExpand your career with a prestigious team at Stenner Wealth Partners.

📌 Senior Business Development Associate Role At Swp+ (Vancouver)
🏢 Canaccord Genuity
📍 Vancouver

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