Senior Wealth Advisor at Stenner Wealth Partners (Vancouver)

Senior Wealth Advisor at Stenner Wealth Partners (Vancouver)

23 Oct
|
Canaccord Genuity
|
Vancouver

23 Oct

Canaccord Genuity

Vancouver

Elevate client wealth management with Stenner Wealth Partners in Vancouver as a Senior Wealth Advisor. Service ultra-high-net-worth families, providing tailored investment strategies and personalized planning solutions. Join an exclusive multi-family office and lead client relationships for affluent households at Stenner Wealth Partners+.

This senior role requires a focus on client service, investment strategies, and business development. You'll contribute to asset growth and represent SWP+ at key industry events while nurturing relationships with ultra-wealthy clients and their advisors. Manage relationships for ultra-high-net-worth client families

- Present investment strategies to clients and prospects 7-10 years in wealth management or investment advisory
- CIM, CFP, MBA, CAIA, or CFA
- Proven success managing high-net-worth clients

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📌 Senior Wealth Advisor at Stenner Wealth Partners (Vancouver)
🏢 Canaccord Genuity
📍 Vancouver

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Get the latest job offers by email for: senior wealth advisor at stenner wealth partners (vancouver) / vancouver