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.

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📌 Senior Private Wealth Advisor Vancouver (British Columbia)
🏢 Canaccord Genuity Group
📍 British Columbia