Senior Wealth Advisor - Stenner Wealth Partners+VancouverCompetitive Compensation: $150-$225K annually depending on experience & credentials.About Stenner Wealth Partners+Stenner Wealth Partners+ (SWP+) is an in person/virtual Multi-Family Office/Outsourced CIO Consulting team of financial/wealth specialists with a boutique approach and global perspective. SWP+ serves Canadian and US investors/households with generally a minimum of 10M+ in investable assets (or 25M+ net worth). Client range of net worths: between $25M and $3B+. SWP+ Team Goals:High performance. We are looking to significantly grow our business over the next 10 years, offering a meaningful chance to grow career-wise and compensation-wise - subject to job performance.“A high attention to detail is required and the role’s priority focus is serving a growing pool of client capital over multiple generations.Team website: LinkedIn: linkedin.com/company/stenner-wealth-partnersWho We Are:Canaccord Genuity (CG) is a leading independent full-service financial services firm, with operations in two principal segments of the securities industry: wealth management and capital markets. CG is driven by an unwavering commitment to build lasting client relationships - we achieve this by generating value for our individual, institutional, and corporate clients through comprehensive wealth management solutions and investment banking services. We are a leading independent wealth management firm in Canada, and the leading mid-market provider of investment banking advisory, equity research, sales and trading services for corporations and institutions.Responsibilities:



(Time Allotted %):Client Relationship Management (35%)Act as a Lead Client Service Relationship Partner for a portfolio of ultra-high-net-worth client families.Develop trusted, multigenerational relationships that drive client retention, referrals, and long-term growth.Serve as a key point of contact for complex client matters, ensuring timely execution, communication, and follow-through.Maintain thorough client documentation and ensure adherence to all regulatory and compliance requirements.Business Development & Asset Growth (30%)Work with Thane Stenner and other senior partners to identify, qualify, and convert prospective client opportunities.Build and maintain a pipeline of prospective clients and referral sources.Contribute to asset growth initiatives and revenue generation objectives.Represent SWP+ at client events, industry functions, and community activities.Wealth Management & Investment Advisory (20%)Present investment strategies and wealth management solutions to clients and prospects.Partner with Portfolio Managers and Analysts on investment reviews and client recommendations.Communicate market updates, portfolio positioning,



and investment opportunities.Participate in Investment Committee discussions where appropriate.Assist with portfolio reviews and investment due diligence.Support implementation of investment strategies across client households.Participate in team leadership meetings and planning sessions.Practice Management & Operations (5%)Maintain regulatory and compliance requirements.Leverage technology, CRM systems, and artificial intelligence tools to improve efficiency and client service.Skills & Qualifications:Minimum 7-10 years of experience in wealth management, private wealth, private banking, investment advisory, or a related field.CIM, CFP, MBA, CAIA or CFA designation.Demonstrated success managing affluent or high-net-worth client relationships.Proven business development and client acquisition experience.Strong interpersonal and relationship-building abilities.Advanced proficiency with Microsoft Office and CRM systems.Previous experience working with entrepreneurs, business owners, and ultra-high-net-worth families.Experience presenting investment and wealth planning strategies.Shortlisted candidates will be asked to complete a 15-minute Financial DNA Survey link online prior to in-person interview.We strongly encourage applications from all qualified individuals regardless of race, religion, colour, national origin, gender, sexual orientation, age, marital status, or disability status. In order to be considered for employment, candidates selected for interviews will be required to show proof of citizenship, permanent residence or eligibility to work in Canada with no restrictions.No phone calls please. In order to be considered for employment, candidates selected for interviews will be required to show proof of citizenship, permanent residence or eligibility to work in Canada with no restrictions.Protecting your online safety:If you have received a text message claiming to be from CG or an authorized representative regarding job recruitment, please treat as fraudulent and do not respond.No phone calls please.

📌 (Senior) Finance Adviser (Vancouver)
🏢 Canaccord Genuity
📍 Vancouver