Drive investment advisory conversations and client growth in Vancouver while managing personalized relationships for ultra-high-net-worth families.

Canaccord Genuity’s Stenner Wealth Partners+ is looking for a Senior Wealth Advisor to help grow a select client practice. You will act as a lead service relationship partner, support prospect meetings, and contribute to referrals, wallet share, retention, and revenue objectives. The position also includes investment reviews, market communication, strategic planning, team development, and technology-enabled service improvements. Candidates must be legally entitled to work in Canada.

Key Responsibilities:

- Lead client review meetings and wealth recommendations
- Identify, qualify, and convert prospective opportunities




- Build relationships with entrepreneurs and referral sources
- Communicate portfolio positioning and investment opportunities
- Improve workflows through CRM and artificial intelligence tools

Requirements:

- Seven to ten years in private wealth or investment advisory
- Designated CIM, CFP, MBA, CAIA, or CFA credential
- Advisory-appropriate CIRO licensing
- Robust interpersonal, presentation, and communication abilities
- Experience with AI and technology productivity tools

Apply senior relationship management, investment communication, and growth expertise across SWP+’s exclusive wealth advisory practice.

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📌 Senior Investment Advisory Relationship Lead (Vancouver)
🏢 Canaccord Genuity Group
📍 Vancouver