Associate, Wealth Advisor
- Stenner Wealth Partners+ Stenner Wealth Partners+ (SWP+) is an in person/virtual Multi-Family Office/Outsourced CIO Consulting team of financial/wealth specialists with a boutique approach and global perspective. SWP+ serves Canadian and US investors/households with generally a minimum of 10M+ in investable assets (or 25M+ net worth). Client range of net worths: between $25M and $3B+. High performance. We are looking to significantly grow our business over the next 10 years, offering a meaningful chance to grow career-wise and compensation-wise
- subject to job performance. “A high attention to detail is required and the role’s priority focus is serving a growing pool of client capital over multiple generations. Team website: Canaccord Genuity (CG) is a leading independent full-service financial services firm, with operations in two principal segments of the securities industry: wealth management and capital markets. CG is driven by an unwavering commitment to build lasting client relationships – we achieve this by generating value for our individual, institutional, and corporate clients through comprehensive wealth management solutions and investment banking services. We are a leading independent wealth management firm in Canada, and the leading mid-market provider of investment banking advisory, equity research, sales and trading services for corporations and institutions. Serve as a key relationship partner for high-net-worth and ultra-high-net-worth client families, working closely with Thane Stenner and senior team members. Build trusted, multigenerational relationships that support client retention, referrals, and long-term growth. Coordinate comprehensive wealth management advice across investment, tax, estate, insurance, and financial planning matters.



Maintain complete and accurate client records in accordance with regulatory, compliance, and internal requirements. Business Development and Asset Growth (30%) Work with Thane Stenner and senior team members to identify, qualify, and convert prospective client opportunities. Build and maintain a pipeline of prospective clients and referral sources. Contribute to asset growth and revenue objectives. Wealth Management and Investment Advisory (20%) Present investment strategies and wealth management solutions to clients and prospects, with senior team support as appropriate. Partner with Portfolio Managers and Analysts on portfolio reviews, investment analysis, and client recommendations. Communicate market updates, portfolio positioning, and investment opportunities clearly and confidently. Support investment research, due diligence, and the implementation and monitoring of strategies across client households. Support strategic growth initiatives and special projects. Participate in team meetings and planning sessions. Collaborate across client service, investment management, business development, and operations. Fulfil all regulatory, licensing, compliance, and continuing education requirements. Use technology, client relationship management systems, and artificial intelligence tools to improve efficiency and client service. Minimum three years of relevant experience, with five or more years preferred, in wealth management,



private wealth, private banking, investment advisory, or a related field. Experience supporting or managing affluent, high-net-worth, or ultra-high-net-worth client relationships. CIM, CFP, CFA, or CAIA designation preferred. An MBA or other relevant advanced degree is considered an asset. Experience presenting investment strategies, wealth planning recommendations, or financial solutions to clients and prospects. Demonstrated experience in business development, relationship management, or client acquisition. Experience working with entrepreneurs, business owners, executives, professionals, or multigenerational families is considered an asset. Strong knowledge of investment products, portfolio construction, financial planning, and the broader wealth management process. Excellent communication, presentation, interpersonal, and relationship-building skills. Advanced proficiency with Microsoft Office and client relationship management systems. Experience with Dataphile, Salesforce and netx360 would be an asset. Practical experience using generative artificial intelligence tools for research, client communications, presentations, documentation, business development, and workflow efficiency. We strongly encourage applications from all qualified individuals regardless of race, religion, colour, national origin, gender, sexual orientation, age, marital status, or disability status. In order to be considered for employment, candidates selected for interviews will be required to show proof of citizenship, permanent residence or eligibility to work in Canada with no restrictions. No phone calls please. Protecting your online safety: If you have received a text message claiming to be from CG or an authorize

📌 (Associate) Finance Adviser (Vancouver)
🏢 Canaccord Genuity Group
📍 Vancouver