Elevate your career in client services with Stenner Wealth Partners+ in Vancouver. This licensed Associate role offers a chance to engage with high-net-worth clients and manage wealth efficiently. As a Senior Associate, you'll focus on delivering exceptional, proactive service to affluent clients while collaborating within a highly successful wealth management firm.

Your expertise in investment accounts and personalized service will be critical as you manage client relationships and operational processes. This role is designed for detail-oriented professionals looking to make a significant impact in financial services. Key Responsibilities:

- Deliver proactive service to high-net-worth clients
- Oversee account administration and maintenance tasks




- Process client transactions and trading instructions
- Coordinate annual tax reporting and documentation
- Ensure compliance with industry regulations and policies Requirements:
- 5+ years experience in wealth management or financial advisory
- Relevant securities licensing required
- Strong knowledge of investment account types
- Proven ability to manage complex client inquiries
- Exceptional attention to detail and organizational skills Become an invaluable resource in client services at Stenner Wealth Partners+ while enhancing your skilled journey.

📌 Client Services Associate at Stenner Wealth Partners+ (Vancouver)
🏢 Canaccord Genuity Group
📍 Vancouver