Lead ultra-high-net-worth client relationships in Vancouver using wealth management expertise, investment advisory skills, and a personalized service approach.

As Senior Wealth Advisor with Stenner Wealth Partners+ at Canaccord Genuity, you will serve Canadian and US investors, entrepreneurs, and multigenerational families. The position combines client relationship management, business development, investment presentations, and strategic practice initiatives. You will coordinate with skilled advisors, Portfolio Managers, Analysts, and senior partners to deliver integrated wealth solutions. Strong attention to detail and regulatory compliance remain essential.

Key Responsibilities:

- Lead relationships with ultra-high-net-worth client families
- Conduct reviews and coordinate comprehensive wealth advice




- Build prospect and referral partner pipelines
- Present investment strategies and market updates
- Support growth, mentoring, and operational initiatives

Requirements:

- Seven to ten years in wealth management or related fields
- CIM, CFP, MBA, CAIA, or CFA designation
- Appropriate CIRO licensing for advisory work
- Success managing affluent or high-net-worth relationships
- Advanced Microsoft Office and CRM proficiency

Bring client leadership, investment advisory, and business development experience to SWP+’s focused Vancouver wealth management practice.

📌 Senior Private Wealth Advisor Vancouver
🏢 Canaccord Genuity Group
📍 Vancouver