Elevate your career in client services with Stenner Wealth Partners+ in Vancouver. This licensed Associate role offers a chance to engage with high-net-worth clients and manage wealth efficiently.As a Senior Associate, you'll focus on delivering exceptional, proactive service to affluent clients while collaborating within a highly successful wealth management firm. Your expertise in investment accounts and personalized service will be critical as you manage client relationships and operational processes.



This role is designed for detail-oriented professionals looking to make a significant impact in financial services.Key Responsibilities:Deliver proactive service to high-net-worth clientsOversee account administration and maintenance tasksProcess client transactions and trading instructionsCoordinate annual tax reporting and documentationEnsure compliance with industry regulations and policiesRequirements:5+ years experience in wealth management or financial advisoryRelevant securities licensing requiredStrong knowledge of investment account typesProven ability to manage complex client inquiriesExceptional attention to detail and organizational skillsBecome an invaluable resource in client services at Stenner Wealth Partners+ while enhancing your qualified journey.

📌 Client Services Associate At Stenner Wealth Partners+ (Vancouver)
🏢 Canaccord Genuity Group
📍 Vancouver