24 Oct
|
Canaccord Genuity
|
Canada
24 Oct
Canaccord Genuity
Canada
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 •
📌 Senior Wealth Advisor at Stenner Wealth Partners (Canada)
🏢 Canaccord Genuity
📍 Canada