Associate Wealth Advisor High Net Worth
Canaccord Genuity Corp.
Serve high-net-worth families as an Associate Wealth Advisor with Stenner Wealth Partners+ in an in-person and virtual setting. Apply investment knowledge and relationship-building skills.This position supports Thane Stenner and senior team members within Canaccord Genuity’s exclusive wealth management practice. You will coordinate advice across investment, tax, estate, insurance, and financial planning matters. The work includes client relationships, business development, investment advisory, and practice operations.Key Responsibilities:
Build trusted multigenerational relationships with client familiesCoordinate comprehensive wealth management advice and client mattersPrepare for client reviews, presentations, and follow-upPresent investment strategies and wealth management solutionsMaintain accurate records and regulatory documentationRequirements:
At least three years of relevant wealth management experienceExperience supporting affluent, high-net-worth, or ultra-high-net-worth clientsAppropriate CIRO registration or ability to obtain itStrong investment, planning, communication, and presentation skillsAdvanced Microsoft Office and CRM systems proficiencyBring wealth advisory, investment presentation, and relationship management expertise to Stenner Wealth Partners+ and its distinguished clients.
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Build trusted multigenerational relationships with client familiesCoordinate comprehensive wealth management advice and client mattersPrepare for client reviews, presentations, and follow-upPresent investment strategies and wealth management solutionsMaintain accurate records and regulatory documentationRequirements:
At least three years of relevant wealth management experienceExperience supporting affluent, high-net-worth, or ultra-high-net-worth clientsAppropriate CIRO registration or ability to obtain itStrong investment, planning, communication, and presentation skillsAdvanced Microsoft Office and CRM systems proficiencyBring wealth advisory, investment presentation, and relationship management expertise to Stenner Wealth Partners+ and its distinguished clients.
#J-18808-Ljbffr
Vacancy posted 36 minutes ago
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