Associate Wealth Advisor High Net Worth
CGC Canaccord Genuity Corp.
Support high-net-worth families as an Associate Wealth Advisor with Stenner Wealth Partners+, presenting investment strategies and coordinating advice across disciplines.This associate role serves Canadian and US investors through Canaccord Genuity’s exclusive wealth management practice. You will build multigenerational relationships, support client reviews, and coordinate investment, tax, estate, insurance, and financial planning matters. The work requires careful communication, organization, and follow-through.Key Responsibilities:
Serve high-net-worth and ultra-high-net-worth client familiesPrepare and participate in client review meetingsCoordinate comprehensive wealth management advicePresent investment strategies to clients and prospectsMaintain accurate client records and communicationsRequirements:
Minimum three years of relevant wealth management experienceExperience supporting affluent or ultra-high-net-worth relationshipsAppropriate CIRO registration or ability to obtain itStrong investment, portfolio construction, and planning knowledgeExcellent communication and relationship-building skillsApply wealth advisory, investment presentation, and relationship management expertise supporting Stenner Wealth Partners+ client families.
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Serve high-net-worth and ultra-high-net-worth client familiesPrepare and participate in client review meetingsCoordinate comprehensive wealth management advicePresent investment strategies to clients and prospectsMaintain accurate client records and communicationsRequirements:
Minimum three years of relevant wealth management experienceExperience supporting affluent or ultra-high-net-worth relationshipsAppropriate CIRO registration or ability to obtain itStrong investment, portfolio construction, and planning knowledgeExcellent communication and relationship-building skillsApply wealth advisory, investment presentation, and relationship management expertise supporting Stenner Wealth Partners+ client families.
#J-18808-Ljbffr
Vacancy posted 5 hours ago
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