Associate, Wealth Advisor

Associate, Wealth Advisor - Stenner Wealth Partners+

Competitive Total Compensation Range: $110-$150K annually depending on experience & credentials.

About Stenner Wealth Partners+

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.

SWP+ Team Goals:

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.

“What you do counts, so make it count!“ Our team culture is one of mutual respect, a positive / winning mentality for growth, and a high work ethic. Our team members are driven to be one of Canada’s top wealth management groups. A successful candidate for this position will always be willing to learn and is focused on achieving the highest level of client service and results. A high attention to detail is required and the role’s priority focus is serving a growing pool of client capital over multiple generations.

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.

Team website: www.StennerWealthPartners.com

Team LinkedIn: linkedin.com/company/stenner-wealth-partners

Who We Are:
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.

Responsibilities: (Time Allotted %):

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 maintain a pipeline of prospective clients and referral sources.
• Contribute to asset growth and revenue objectives.
• Support initiatives that increase referrals, deepen client relationships, and expand services to existing client families.

Wealth Management and Investment Advisory (20%)

• Present investment strategies and wealth management solutions to clients and prospects, with senior team support as appropriate.
• Partner with Portfolio Managers and Analysts on portfolio reviews, investment analysis, and client recommendations.
• Communicate market updates, portfolio positioning, and investment opportunities clearly and confidently.
• Support investment research, due diligence, and the implementation and monitoring of strategies across client households.

Team Development and Strategic Initiatives (10%)

• Support strategic growth initiatives and special projects.
• Contribute ideas that enhance the client experience, operational efficiency, and business growth.
• Participate in team meetings and planning sessions.
• Collaborate across client service, investment management, business development, and operations.

Practice Management and Operations (5%)

• Fulfil all regulatory, licensing, compliance, and continuing education requirements.
• Prepare and review client presentations, reports, correspondence, and other communications.
• Use technology, client relationship management systems, and artificial intelligence tools to improve efficiency and client service.
• Maintain accurate records and support effective workflow management.

Skills and Qualifications

• Minimum three years of relevant experience, with five or more years preferred, in wealth management, private wealth, private banking, investment advisory, or a related field.
• Experience supporting or managing affluent, high-net-worth, or ultra-high-net-worth client relationships.
• Appropriate CIRO registration and licensing for the position, or the ability to obtain the required registration within an agreed period.
• CIM, CFP, CFA, or CAIA designation preferred. An MBA or other relevant advanced degree is considered an asset.
• Experience presenting investment strategies, wealth planning recommendations, or financial solutions to clients and prospects.
• Demonstrated experience in business development, relationship management, or client acquisition.
• Experience working with entrepreneurs, business owners, executives, professionals, or multigenerational families is considered an asset.
• Strong knowledge of investment products, portfolio construction, financial planning, and the broader wealth management process.
• Excellent communication, presentation, interpersonal, and relationship-building skills.
• Highly organized, with sound judgment, strong attention to detail, and consistent follow-through.
• Ability to manage multiple priorities in a fast-paced, team-based environment.
• Advanced proficiency with Microsoft Office and client relationship management systems.
• Experience with Dataphile, Salesforce and netx360 would be an asset.
• Practical experience using generative artificial intelligence tools for research, client communications, presentations, documentation, business development, and workflow efficiency.
• Legally entitled to work in Canada.

Shortlisted candidates will be asked to complete a 15-minute Financial DNA Survey link online prior to in-person interview.

We strongly encourage applications from all qualified individuals regardless of race, religion, colour, national origin, gender, sexual orientation, age, marital status, or disability status. CG provides an accessible candidate experience. If you need any accommodation throughout the interview process and beyond, please let us know.

All applications will be held in strict confidence.

In order to be considered for employment, candidates selected for interviews will be required to show proof of citizenship, permanent residence or eligibility to work in Canada with no restrictions.

We wish to thank all candidates for their interest but only those applicants selected for an interview will be contacted. No phone calls please. Thank you for your understanding.

#LI-SK1 #LI-Onsite #INDHP

All applications will be held in strict confidence.

In order to be considered for employment, candidates selected for interviews will be required to show proof of citizenship, permanent residence or eligibility to work in Canada with no restrictions.

Protecting your online safety:

Canaccord Genuity and its affiliates do not use text messages for recruitment purposes. If you have received a text message claiming to be from CG or an authorized representative regarding job recruitment, please treat as fraudulent and do not respond.

We wish to thank all candidates for their interest but only those applicants selected for an interview will be contacted. No phone calls please. Thank you for your understanding.