Elevate your career as a Senior Wealth Advisor with Stenner Wealth Partners+ in Vancouver. Provide expert wealth management to high-net-worth clients while fostering enduring relationships.

Stenner Wealth

Partners+ is seeking a seasoned wealth advisor to lead client service for ultra-high-net-worth families. You’ll engage in comprehensive wealth management, advise on investment strategies, and build multigenerational client relationships. This exclusive role emphasizes client retention and asset growth within a highly personalized service model. Key Responsibilities:

- Manage client relationships for ultra-high-net-worth families
- Drive business development and asset growth initiatives
- Present tailored investment strategies to clients
- Mentor junior team members in strategic initiatives
- Maintain compliance with regulatory requirements Requirements:
- Minimum 7-10 years in wealth management or related fields
- Relevant designations: CIM, CFP, MBA, CAIA, CFA
- Proven client acquisition and interpersonal skills
- Advanced proficiency in CRM systems and Microsoft Office
- Legally entitled to work in Canada Utilize your wealth management expertise to serve affluent clients with Stenner Wealth Partners+ in Vancouver.

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