Senior Private Wealth Advisor Vancouver

Lead ultra-high-net-worth client relationships in Vancouver using wealth management expertise, investment advisory skills, and a personalized service approach.As Senior Wealth Advisor with Stenner Wealth Partners+ at Canaccord Genuity, you will serve Canadian and US investors, entrepreneurs, and multigenerational families. The position combines client relationship management, business development, investment presentations, and strategic practice initiatives. You will coordinate with professional advisors, Portfolio Managers, Analysts, and senior partners to deliver integrated wealth solutions. Strong attention to detail and regulatory compliance remain essential.Key Responsibilities:
Lead relationships with ultra-high-net-worth client familiesConduct reviews and coordinate comprehensive wealth adviceBuild prospect and referral partner pipelinesPresent investment strategies and market updatesSupport growth, mentoring, and operational initiativesRequirements:
Seven to ten years in wealth management or related fieldsCIM, CFP, MBA, CAIA, or CFA designationAppropriate CIRO licensing for advisory workSuccess managing affluent or high-net-worth relationshipsAdvanced Microsoft Office and CRM proficiencyBring client leadership, investment advisory, and business development experience to SWP+’s focused Vancouver wealth management practice.
#J-18808-Ljbffr