Associate, Wealth Advisor

$110-$150K annually depending on experience & credentials.

Stenner Wealth Partners+ (SWP+) is an in person/virtual Multi-Family Office/Outsourced CIO Consulting team of financial/wealth specialists with a boutique approach and global perspective. SWP+ serves Canadian and US investors/households with generally a minimum of 10M+ in investable assets (or 25M+ net worth). As a CG Wealth Management team, SWP+ is a highly exclusive practice team with one of Canada’s largest independent wealth management firms.

Client range of net worths: between $25M and $3B+. They strategically limit new client engagements, onboarding a select number of new key relationships annually to ensure a highly personalized and focused approach. SWP+ is a member of Canadian Family Offices.

High performance. Our team wants to be the very best in Canada. We are looking to significantly grow our business over the next 10 years, offering a meaningful opportunity to grow career-wise and compensation-wise - subject to job performance.

We’re looking for a dedicated professional who is excited and eager to advance their career by dealing with some of Canada’s most successful investors and entrepreneurs as part of one of the top performing, award winning wealth management teams in Canada.

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Canaccord Genuity (CG) is a leading independent full-service financial services firm, with operations in two principal segments of the securities industry: wealth management and capital markets. CG is driven by an unwavering commitment to build lasting client relationships – we achieve this by generating value for our individual, institutional, and corporate clients through comprehensive wealth management solutions and investment banking services.

We are a leading independent wealth management firm in Canada, and the leading mid-market provider of investment banking advisory, equity research, sales and trading services for corporations and institutions. We pride ourselves on understanding our clients’ needs and finding innovative, bespoke solutions. Our entrepreneurial and friendly team will challenge you to learn and grow every day. We value great work and collaboration and strive to eliminate bureaucratic thinking.

We’re looking for talented people who thrive in a fast-paced environment and want to have an impact with innovative ideas and best practices.

Client Relationship Management (35%)

• Serve as a key relationship partner for high-net-worth and ultra-high-net-worth client families, working closely with Thane Stenner and senior team members.
• Build trusted, multigenerational relationships that support client retention, referrals, and long-term growth.
• Prepare for and participate in client review meetings, taking increasing ownership of meeting leadership and follow-up.
• Coordinate comprehensive wealth management advice across investment, tax, estate, insurance, and financial planning matters.
• Collaborate with family offices, accountants, lawyers, insurance specialists, and other professional advisors.
• Deliver the SWP+ Client Service Model and a highly personalized client experience.
• Coordinate client matters with timely execution, clear communication, and consistent follow-through.
• Maintain complete and accurate client records in accordance with regulatory, compliance, and internal requirements.

Business Development and Asset Growth (30%)

• Work with Thane Stenner and senior team members to identify, qualify, and convert prospective client opportunities.
• Prepare for and participate in prospect meetings, presentations, and follow-up activities.
• Build and…