Serve ultra-high-net-worth families as an Associate Wealth Advisor using investment advisory and relationship management expertise at SWP+.
Stenner Wealth Partners+ seeks an Associate Wealth Advisor for its in-person and virtual Multi-Family Office and Outsourced CIO Consulting team. You will support Canadian and US investors through personalized wealth management, investment analysis, and business development. The role coordinates advice across investment, tax, estate, insurance, and financial planning matters.
Key Responsibilities: Build trusted multigenerational relationships with high-net-worth client families
Coordinate comprehensive wealth management advice across specialist areas
Present investment strategies and wealth management solutions




Develop prospective client and referral source pipelines
Maintain accurate records and complete regulatory requirements
Requirements: Minimum three years of relevant wealth management experience
High-net-worth client relationship experience
Appropriate CIRO registration or ability to obtain it
CIM, CFP, CFA, or CAIA preferred
Robust investment, planning, presentation, and communication skills
Apply wealth management, investment advisory, and relationship-building expertise while supporting SWP+ client families across generations.

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