Senior Associate, Client Services (Licensed) - Stenner Wealth Partners+

Vancouver

Competitive Compensation

$85-$110K 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). As a CG Wealth Management team, SWP+ is a highly exclusive practice team with one of Canada’s largest independent wealth management firms. Client range of net worths: between $25M and $3B+. They strategically limit new client engagements, onboarding a select number of new key relationships annually to ensure a highly personalized and focused approach. SWP+ is a member of Canadian Family Offices.

SWP+ Team Goals

High performance. Our team wants to be the very best in Canada. We are looking to significantly grow our business over the next 10 years, offering a meaningful opportunity to grow career-wise and compensation-wise - subject to job performance.

“What you do counts, so make it count” Our team culture is one of mutual respect, a positive / winning mentality for growth, and a high work ethic. Our team members are driven to be one of Canada’s top wealth management groups. A successful candidate for this position will always be willing to learn and is focused on achieving the highest level of client service and results. A high attention to detail is required and the role’s priority focus is serving a growing pool of client capital over multiple generations.





We’re looking for a dedicated professional who is excited and eager to advance their career by dealing with some of Canada’s most successful investors and entrepreneurs as part of one of the top performing, award winning wealth management teams in Canada.

Team website:

Team LinkedIn: linkedin.com/company/stenner-wealth-partners

Who 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.

We pride ourselves on understanding our clients’ needs and finding innovative, bespoke solutions. Our entrepreneurial and friendly team will challenge you to learn and grow every day. We value great work and collaboration and strive to eliminate bureaucratic thinking.



We’re looking for talented people who thrive in a fast-paced workplace and want to have an impact with innovative ideas and best practices.

Responsibilities

Client Relationship Management

- Deliver exceptional and proactive service to high-net-worth clients and their families.
- Respond to client inquiries regarding account administration, documentation, cash movements, reporting, and service requests.
- Build strong client relationships through timely communication and attention to detail.
- Support client onboarding, account reviews, and ongoing maintenance activities.

Account Administration & Operations

- Oversee the administration of corporate, personal, trust, registered, and non-registered investment accounts.
- Coordinate account openings, transfers, updates, beneficiary changes, estate documentation, and account maintenance requests.
- Manage cash movement requests, wire transfers, EFTs, foreign exchange transactions, and account funding activities.
- Monitor account issues and work collaboratively with internal departments to ensure timely resolution.
- Maintain accurate client records and documentation in accordance with regulatory requirements.

Licensed Transaction Processing

- Execute or coordinate client trading instructions and operational transactions within regulatory and firm guidelines.
- Review and process investment subscriptions, redemptions, transfers, and corporate actions.
- Liaise with portfolio managers, advisors, trading desks, and back-office teams to support transaction processing and settlement.
- Ensure accuracy and completeness of trade-related documentation.

Tax & Reporting Coordination

- Coordinate annual tax reporting requirements for personal, co

📌 Senior Associate, Client Services (Vancouver)
🏢 Canaccord Genuity Group
📍 Vancouver