Senior Wealth Advisor
Role Overview
Senior Wealth Advisor with Stenner Wealth Partners+ (SWP+), a boutique multi-family office and outsourced CIO consulting team within Canaccord Genuity Wealth Management.
SWP+ serves Canadian and U.S. investors and households, generally with at least $10 million in investable assets or $25 million in net worth; client net worths range from $25 million to $3 billion.
The team seeks to grow its business and provides a client-focused opportunity to advance professionally and financially based on performance.
The role focuses on personalized service, client capital across generations, and relationships with successful investors and entrepreneurs.
Key Skills for This Role
Full Job Posting
About the team and role
Senior Wealth Advisor with Stenner Wealth Partners+ (SWP+), a boutique multi-family office and outsourced CIO consulting team within Canaccord Genuity Wealth Management.
SWP+ serves Canadian and U.S. investors and households, generally with at least $10 million in investable assets or $25 million in net worth; client net worths range from $25 million to $3 billion.
The team seeks to grow its business and provides a client-focused opportunity to advance professionally and financially based on performance.
The role focuses on personalized service, client capital across generations, and relationships with successful investors and entrepreneurs.
Compensation
- Competitive compensation of $150,000 to $225,000 annually, depending on experience and credentials.
Responsibilities
- Manage and grow relationships with ultra-high-net-worth families; lead review meetings and coordinate comprehensive advice with clients’ professional advisors.
- Handle complex client matters, maintain the client service model, document client relationships, and meet regulatory and compliance obligations.
- Develop prospective client and referral relationships, build a prospect pipeline, participate in meetings and presentations, and contribute to asset and revenue growth.
- Represent the team at client events and industry or community activities; support referrals, wallet share, and retention.
- Present investment strategies and wealth solutions; collaborate on investment reviews, client recommendations, market updates, due diligence, and implementation.
- Support strategic growth, mentor junior team members, contribute to team planning, and improve client experience and operational efficiency.
- Prepare client presentations, reports, and communications; use technology, CRM systems, and AI tools to improve service and efficiency; maintain records and workflows.
Skills and qualifications
- At least 7–10 years of experience in wealth management, private wealth, private banking, investment advisory, or a related field.
- CIM, CFP, MBA, CAIA, or CFA designation; CIRO licensing is described as appropriate for an advisory role.
- Demonstrated success managing affluent or high-net-worth client relationships and proven business development and client acquisition experience.
- Excellent communication and presentation skills, strong interpersonal and relationship-building abilities, organization, and attention to detail.
- Ability to collaborate in a team-based environment; advanced Microsoft Office and CRM proficiency.
- Experience with entrepreneurs, business owners, and ultra-high-net-worth families; experience presenting investment and wealth-planning strategies.
- Experience using AI and technology tools to improve productivity and client service; legal entitlement to work in Canada.
About Canaccord Genuity
Canaccord Genuity is an independent financial services firm with wealth management and capital markets businesses.
The firm provides wealth management, investment banking, equity research, sales and trading services, and advisory services to individual, institutional, corporate, and other clients.
Hiring process
- Shortlisted candidates will complete a 15-minute online Financial DNA Survey before an in-person interview.
- The employer provides an accessible candidate experience and invites candidates to request interview accommodations.
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