Ultra High Net Worth Wealth Manager
Canaccord Genuity Group Inc.
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 precise documentation.Key Responsibilities:
Develop trusted relationships across client generationsCoordinate integrated planning with professional advisorsManage complex matters, communication, and follow-throughSupport portfolio reviews and investment due diligenceRepresent SWP+ at client and industry eventsRequirements:
Seven to ten years of relevant wealth experienceExperience with entrepreneurs and ultra-high-net-worth familiesProven client acquisition and business development successExcellent communication and presentation skillsStrong organization and attention to detailUse relationship-building strength and wealth planning knowledge to serve complex family capital through SWP+’s global perspective.
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Develop trusted relationships across client generationsCoordinate integrated planning with professional advisorsManage complex matters, communication, and follow-throughSupport portfolio reviews and investment due diligenceRepresent SWP+ at client and industry eventsRequirements:
Seven to ten years of relevant wealth experienceExperience with entrepreneurs and ultra-high-net-worth familiesProven client acquisition and business development successExcellent communication and presentation skillsStrong organization and attention to detailUse relationship-building strength and wealth planning knowledge to serve complex family capital through SWP+’s global perspective.
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Vacancy posted 2 hours ago
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