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.
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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.
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Vacancy posted 1 hour ago
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