Elevate client wealth management with Stenner Wealth Partners in Vancouver as a Senior Wealth Advisor. Service ultra-high-net-worth families, providing tailored investment strategies and personalized planning solutions.

Join an exclusive multi-family office and lead client relationships for affluent households at Stenner Wealth Partners+. This senior role requires a focus on client service, investment strategies, and business development. You'll contribute to asset growth and represent SWP+ at key industry events while nurturing relationships with ultra-wealthy clients and their advisors.

Key Responsibilities:
• Manage relationships for ultra-high-net-worth client families
• Lead client meetings and deliver wealth management advice
• Identify and convert prospective client opportunities




• Partner with professionals to deliver integrated planning
• Present investment strategies to clients and prospects

Requirements:
• 7-10 years in wealth management or investment advisory
• Relevant designations: CIM, CFP, MBA, CAIA, or CFA
• Proven success managing high-net-worth clients
• Excellent communication and interpersonal skills
• Robust organizational skills with attention to detail

Shape the future of wealth management, driving client success and growth with Stenner Wealth Partners+ in Vancouver.
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📌 Senior Wealth Advisor at Stenner Wealth Partners (British Columbia)
🏢 Canaccord Genuity
📍 British Columbia