Senior Investment Advisory Relationship Lead
Canaccord Genuity Group Inc.
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 recommendationsIdentify, qualify, and convert prospective opportunitiesBuild relationships with entrepreneurs and referral sourcesCommunicate portfolio positioning and investment opportunitiesImprove workflows through CRM and artificial intelligence toolsRequirements:
Seven to ten years in private wealth or investment advisoryDesignated CIM, CFP, MBA, CAIA, or CFA credentialAdvisory-appropriate CIRO licensingStrong interpersonal, presentation, and communication abilitiesExperience with AI and technology productivity toolsApply senior relationship management, investment communication, and growth expertise across SWP+’s exclusive wealth advisory practice.
#J-18808-Ljbffr
Lead client review meetings and wealth recommendationsIdentify, qualify, and convert prospective opportunitiesBuild relationships with entrepreneurs and referral sourcesCommunicate portfolio positioning and investment opportunitiesImprove workflows through CRM and artificial intelligence toolsRequirements:
Seven to ten years in private wealth or investment advisoryDesignated CIM, CFP, MBA, CAIA, or CFA credentialAdvisory-appropriate CIRO licensingStrong interpersonal, presentation, and communication abilitiesExperience with AI and technology productivity toolsApply senior relationship management, investment communication, and growth expertise across SWP+’s exclusive wealth advisory practice.
#J-18808-Ljbffr
Vacancy posted 1 hour ago
Similar jobs that could be interesting for youBased on the Senior Investment Advisory Relationship Lead in Winnipeg, MB vacancy
$170k - $220k per year
Title: Director, Investment AdvisoryCompany profile: One of Canada’s top 100 Employers... ...and engineering disciplines. Lead end-to-end transaction advisory engagements from opportunity screening... ...and insights directly to senior stakeholders. Drive business development...SeniorInternshipWork at officeTEEMA Group
Winnipeg, MB59 minutes ago- Lead critical applications as a Senior Relationship Lead at DXC, overseeing a dedicated Scrum team for a custom .NET/C# application crucial for deposit insurance. You'll drive scrum efforts while managing key stakeholder relationships. This role demands expertise in senior...Senior
Luxoft Holding
Winnipeg, MB57 minutes ago - ...Coast Capital Savings invites applications for a Relationship Manager at the Surrey Grandview Corners branch. This Ready Now position trains... ...branch. You will act as ambassador, identifying lending, investment opportunities and supporting member needs. You will build lasting...Suggested
Coast Capital
Winnipeg, MB1 hour ago - ...Corp. invites an experienced Client Solutions leader to join our team in Canada. You will develop account... ...and credit unions. You will deepen relationships, coordinate across Interac, and represent client needs at advisory committees. Ideal candidates bring 10+ years in...Senior
Interac Corp.
Winnipeg, MB1 hour ago - ...calculate deposit insurance coverage and process payouts during bank failuresResponsibilities Scrum master, BA, QA activities SKILLS Must have7+ yrs senior management (min 2 yrs at DXC); contractual negotiationexperience Nice to haveAgile SCRUM, #J-18808-LjbffrSenior
Luxoft Holding
Winnipeg, MB56 minutes ago - ## Senior Lead, Investment AccountingApply: Montreal: Full time: Posted 5 Days Ago: JR100336Fednav, headquartered in Montreal, is the largest international dry bulk shipping group in Canada engaged in worldwide ocean transportation. Fednav has five international...SeniorLong term contractPermanent employmentFull timeWork at officeWorldwide
Fednav Limited
Winnipeg, MB56 minutes ago $115.6k - $163.2k per year
## Senior Relationship ManagerApplyremote type: On Sitelocations: Surrey, British Columbiatime type:... ...external subject matter experts and/or lending advisory groups.**CUSTOMER:** Continually deliver... ...improve the customer experience • Lead all aspects of relationship management...SeniorWork from homeTD Bank Group
Winnipeg, MB1 hour ago- You will operate in the Transaction Advisory function (a part of Transactions Policy and Advisory... ...-driven change Experience within Investment Bank or Financial Services, with exposure... ...presenting complex information to senior stakeholders; including the ability to develop...Senior
Deutsche Bank AG
Winnipeg, MB1 hour ago - ...value small business clients. You will act as RBC’s ambassador to the local business market, developing new business and deepening relationships with existing clients. You will partner with other RBC advisors, manage risk, champion digital tools, visit clients on-site, and...InternshipLocal area
RBC
Winnipeg, MB57 minutes ago $115.6k - $163.2k per year
...details for this role.Job Description The Senior Relationship Manager is accountable for delivering a... ...subject matter experts and/or lending advisory groups.CUSTOMER Continually deliver... ...continuously improve the customer experience.Lead all aspects of relationship management...SeniorWork from homeThe Toronto-Dominion Bank (Canada)
Winnipeg, MB57 minutes ago- ...BDO Canada LLP in Toronto is seeking a Senior Manager, Google Cloud Advisory to lead our Google Cloud offerings with a focus on Firebase, modern application... ...will also drive business development, expand engagements, and build client relationships as part of a #J-18808-LjbffrSenior
BDO Canada LLP
Winnipeg, MB59 minutes ago - ...Altus) is Canada's top-rated* investment dealer and a subsidiary of Wellington... ...opportunity:Reporting to the Senior Investment Advisors, the Team Manager is responsible for leading and developing the support... ..., conducts research for the advisory team, and contributes to strategic...SeniorWork at office
Wellington-Altus Private Wealth Inc.
Winnipeg, MB1 hour ago - ...Spark Foundry in Toronto seeks an experienced Media Investment Director to support Paramount with a primary focus on traditional media and broadcast buying. This high‑visibility role requires independence, prioritization, and delivering results under tight timelines in a fast...Senior
Publicis Groupe
Winnipeg, MB1 hour ago - Resource Innovations seeks an Engineering Lead to provide technical leadership and project management for energy-efficiency studies and utility programs serving commercial and industrial clients. Remote work is possible from Ontario/US with up to 20% travel, leading teams and...SeniorRemote work
Resource Innovations Canada Inc.
Winnipeg, MB1 hour ago - ...Financial Diligence professional to join our FD team in Canada. You will lead due diligence engagements, analyze financial and operational... .... The role offers extensive collaboration, mentorship, and opportunities to advance within a global advisory practice. #J-18808-LjbffrSenior
EY
Winnipeg, MB1 hour ago - ...North York CPA Firm in Toronto is seeking an experienced Assurance & Advisory Senior Manager / Principal to lead a diverse portfolio of engagements and mentor a growing team. The role offers a Senior leadership path and direct interaction with clients and partners. The ideal...Senior
Job Juncture
Winnipeg, MB1 hour ago $70k - $150k per year
...Family Group: Commercial Sales & Service Senior Relationship Manager | Commercial Banking Brossard |... ...capital optimization, and strategic investments.True Market Autonomy.Build and grow your... ...management, capital markets, foreign exchange, advisory services, and wealth management, while...SeniorLong term contractPart timeLocal areaBMO
Winnipeg, MB1 hour ago$70k - $150k per year
...Commercial Sales & ServiceSenior Relationship Manager, Commercial BankingAt... .... Make an Impact.As a Senior Relationship Manager , you will... ..., cash management, treasury, investment, and other banking services.Drive... ...risk and profitability.Lead credit discussions, secure approvals...SeniorLong term contractContract workPart timeBMO
Winnipeg, MB58 minutes ago$140k per year
Job Description Description Resource Innovations is seeking an experienced Engineering Lead to join our growing team. As an Engineering Lead with Resource Innovations, you will provide technical leadership and project management support for energy‑efficiency studies, utility...Local areaRemote workResource Innovations Canada Inc.
Winnipeg, MB59 minutes ago- BMO Private Wealth is seeking an Associate Director, Investment Platform to lead strategic initiatives across wealth and investment management, delivering measurable business value and enhanced client outcomes. The role directs cross-functional teams, partners with technology...Senior
BMO
Winnipeg, MB56 minutes ago - ...TEEMA Group is seeking a Director of Investment Advisory in Toronto. The role leads end-to-end transaction advisory across major national infrastructure, transportation... ...teams, drive capital initiatives, and mentor staff. A senior professional with 15+ years in finance or consulting...Senior
TEEMA Group
Winnipeg, MB1 hour ago $150k - $180k per year
...Responsibilities Provide strategic FM advisory services by guiding clients on facilities... ...processes to evaluate operational performance.Lead asset management planning including asset... ...of contacts, building strong, resilient relationships is the key to our success. We build on...SeniorFor subcontractorJ EllisDon Corporation
Winnipeg, MB1 hour ago$70k - $150k per year
...growth.Why Join Our Team? Build strategic relationships with business leaders and key decision-... ...management, capital markets, and advisory services.Benefit from a culture focused... ...development.Represent one of North America’s leading financial institutions with an influential...SeniorLong term contractContract workPart timeBMO
Winnipeg, MB57 minutes ago$85.5k - $185k per year
...Group: Commercial Sales & ServiceSenior Relationship Manager The Senior Relationship Manager role is within... ...strong client relationships. Leads the structuring of high-value, complex... ...corporate strategy. Drives strategic advisory on loan products, options, rates, terms...SeniorLong term contractContract workPart timeShift workBMO
Winnipeg, MB1 hour ago- Fednav Limited, based in Montreal, seeks a Senior Lead, Investment Accounting to manage the full accounting cycle for family office entities and related units. Hybrid work in Montreal supports timely financial closes and compliance with accounting standards. The role partners...SeniorWork at office
Fednav Limited
Winnipeg, MB1 hour ago $86.4k - $116.8k per year
...Employers.Your Role in Supporting Our Members:As a Community Investment Lead, you will support a portfolio made up of Vancity branches,... ...and initiatives that may develop into longer-term strategic relationships, assessing risks, trade-offs, scalability and alignment with...Long term contractPermanent employmentFull timeWork at officeLocal areaImmediate startRemote workFlexible hoursVancouver City Savings Credit Union
Winnipeg, MB1 hour ago- The Opportunity Position Title: Lead - People & Culture AdvisoryReports To: Director... ..., and develop the People & Culture Advisory team, creating a culture of trust,... ...practices Excellent communicator and relationship-builder who understands that service excellence...Flexible hours
Calgary Drop-In Centre (the DI)
Winnipeg, MB1 hour ago $68.8k - $114.7k per year
...Temporary Full Time - The Investment Associate plays a key... ...in delivering a high-quality advisory and investment experience to... ...build trusted, collaborative relationships. Ability to manage multiple... ...advancement, access to industry-leading learning programs and up to $...Permanent employmentFull timeContract workTemporary workPart timeInternshipWork at officeFlexible hours- ...Scotiabank in Toronto is seeking a Senior Manager for Investments Client Growth and Engagement. You will shape strategy and execution across acquisition... ...and insights to drive asset growth and deeper client relationships. You will work with Product, Analytics, Marketing,...Senior
Scotiabank
Winnipeg, MB1 hour ago - Lead operations expertise, consulting, and market leadership for Chick-fil-A franchise Operators across Canada in a flexible hybrid work model. Build relationships while supporting growth.This senior Business & Relationship Lead role partners with Canada Operators and Chick...SeniorFlexible hours
Chick-fil-A Frederick North
Winnipeg, MB1 hour ago
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Senior Investment Advisory Relationship Lead. Be the first to apply!
Related searches
- senior disability case manager Winnipeg, MB
- senior hardware engineer Winnipeg, MB
- senior cook Winnipeg, MB
- amica senior lifestyles Winnipeg, MB
- senior building operator Winnipeg, MB
- senior project manager Winnipeg, MB
- senior communications Winnipeg, MB
- sr. IT support analyst Winnipeg, MB
- senior marketing Winnipeg, MB
- senior manager investigations Winnipeg, MB