Senior Wealth Advisor At Stenner Wealth Partners+
CGC Canaccord Genuity Corp.
Elevate your career as a Senior Wealth Advisor with Stenner Wealth Partners+ in Vancouver. Provide expert wealth management to high-net-worth clients while fostering enduring relationships.
Stenner Wealth Partners+ is seeking a seasoned wealth advisor to lead client service for ultra-high-net-worth families. You’ll engage in comprehensive wealth management, advise on investment strategies, and build multigenerational client relationships. This exclusive role emphasizes client retention and asset growth within a highly personalized service model.
Key Responsibilities: - Manage client relationships for ultra-high-net-worth families - Drive business development and asset growth initiatives - Present tailored investment strategies to clients - Mentor junior team members in strategic initiatives - Maintain compliance with regulatory requirements
Requirements: - Minimum 7-10 years in wealth management or related fields - Relevant designations: CIM, CFP, MBA, CAIA, CFA - Proven client acquisition and interpersonal skills - Advanced proficiency in CRM systems and Microsoft Office - Legally entitled to work in Canada
Utilize your wealth management expertise to serve affluent clients with Stenner Wealth Partners+ in Vancouver.#J-18808-Ljbffr
Stenner Wealth Partners+ is seeking a seasoned wealth advisor to lead client service for ultra-high-net-worth families. You’ll engage in comprehensive wealth management, advise on investment strategies, and build multigenerational client relationships. This exclusive role emphasizes client retention and asset growth within a highly personalized service model.
Key Responsibilities: - Manage client relationships for ultra-high-net-worth families - Drive business development and asset growth initiatives - Present tailored investment strategies to clients - Mentor junior team members in strategic initiatives - Maintain compliance with regulatory requirements
Requirements: - Minimum 7-10 years in wealth management or related fields - Relevant designations: CIM, CFP, MBA, CAIA, CFA - Proven client acquisition and interpersonal skills - Advanced proficiency in CRM systems and Microsoft Office - Legally entitled to work in Canada
Utilize your wealth management expertise to serve affluent clients with Stenner Wealth Partners+ in Vancouver.#J-18808-Ljbffr
Vacancy posted 1 hour ago
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