06 Nov
|
Canaccord Genuity Group
|
Vancouver
06 Nov
Canaccord Genuity Group
Vancouver
Support sophisticated wealth planning for families with substantial capital through client leadership, investment strategy, and integrated advisory coordination.Stenner Wealth Partners+ is seeking a Senior Wealth Advisor for its boutique Multi-Family Office and Outsourced CIO Consulting team. Based in Vancouver, this position serves Canadian and US households, entrepreneurs, executives, and professionals. You will develop trusted multigenerational relationships, present wealth management solutions, and collaborate with family offices, accountants, lawyers, insurance specialists, Portfolio Managers, and Analysts. The work requires proven acquisition experience, investment planning presentation skills, and accurate documentation.Coordinate integrated planning with professional advisorsSupport portfolio reviews and investment due diligenceExperience with entrepreneurs and ultra-high-net-worth familiesProven client acquisition and business development successUse relationship-building strength and wealth planning knowledge to serve complex family capital through SWP+’s global perspective. #
📌 Ultra High Net Worth Wealth Manager (Vancouver)
🏢 Canaccord Genuity Group
📍 Vancouver