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
Robust 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