Serve high-net-worth families as an Associate Wealth Advisor with Stenner Wealth Partners+ in an in-person and virtual setting. Apply investment knowledge and relationship-building skills.
This position supports Thane Stenner and senior team members within Canaccord Genuity’s exclusive wealth management practice. You will coordinate advice across investment, tax, estate, insurance, and financial planning matters. The work includes client relationships, business development, investment advisory, and practice operations.
Key Responsibilities: Build trusted multigenerational relationships with client families
Coordinate comprehensive wealth management advice and client matters
Prepare for client reviews, presentations, and follow-up
Present investment strategies and wealth management solutions




Maintain accurate records and regulatory documentation
Requirements: At least three years of relevant wealth management experience
Experience supporting affluent, high-net-worth, or ultra-high-net-worth clients
Appropriate CIRO registration or ability to obtain it
Solid investment, planning, communication, and presentation skills
Advanced Microsoft Office and CRM systems proficiency
Bring wealth advisory, investment presentation, and relationship management expertise to Stenner Wealth Partners+ and its distinguished clients.

#J-18808-Ljbffr

📌 Associate Wealth Advisor High Net Worth (British Columbia)
🏢 Canaccord Genuity
📍 British Columbia