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 familiesCoordinate comprehensive wealth management advice across specialist areasPresent investment strategies and wealth management solutionsDevelop prospective client and referral source pipelinesMaintain accurate records and complete regulatory requirementsRequirements:
Minimum three years of relevant wealth management experienceHigh-net-worth client relationship experienceAppropriate CIRO registration or ability to obtain itCIM, CFP, CFA, or CAIA preferredStrong investment, planning, presentation, and communication skillsApply wealth management, investment advisory, and relationship-building expertise while supporting SWP+ client families across generations.
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📌 Associate Wealth Advisor Private Wealth (Winnipeg)
🏢 Canaccord Genuity Group
📍 Winnipeg