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. #J-18808-Ljbffr

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