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.

📌 Senior Wealth Advisor at Stenner Wealth Partners (Vancouver)
🏢 Canaccord Genuity
📍 Vancouver