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Part-Time Front Desk Associate - Park Royal, West Vancouver
Myo
Vancouver, BC
- Part-time
We believe in creating a thoughtful and engaging hiring experience - just like the client experience we provide at Myo. If your application is selected, you'll have the opportunity to meet…
Added 3 mins ago
M
Part-Time Front Desk Associate - Chinatown
Myo
Vancouver, BC
- Part-time
We believe in creating a thoughtful and engaging hiring experience - just like the client experience we provide at Myo. If your application is selected, you'll have the opportunity to meet…
Added 3 mins ago
C
Associate Financial Advisor
CIBC
Beaverton, ON
- Full-time
…you’ll make a meaningful difference in our clients' lives. As an Associate Financial Advisor, you’ll form a deep understanding of your personal and small business clients’ needs as you…
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C
Client Engagement Associate [Hourly]
CIBC
Saskatoon, SK
- Part-time
…fast-paced Banking Centre, leveraging your knowledge of financial services products to support clients with their everyday banking needs. As a Client Engagement Associate, you'll be the…
Added 3 mins ago
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Personal Banking Associate, Winter 2027 (Co-op/Internship), Saint-Georges-de-Beauce - 4 months
BMO
Saint-Georges, QC
- Full-time
As a lobby leader, assists in conducting client conversations about banking services to recommend alternative banking channels and provide personal banking and investment advice.
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Personal Banking Associate, Winter 2027 (Co-op/Internship), Victoriaville - 4 months
BMO
Victoriaville, QC
- Full-time
…solutions financières qui sont dans l’intérêt supérieur du client. Travailler en collaboration avec les partenaires de BMO au sein de la succursale et par l’intermédiaire de différents…
Added 18 mins ago
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Directeur adjoint, Architecture de solutions d’IA/ Associate Principal, AI Solution Architecture
IQVIA
Ottawa, ON
- Full-time
The Associate Principal, AI Solution Architecture is a senior client-facing leader within Defensible Data & AI (DDAI) responsible for shaping, architecting, and delivering trusted AI…
Added 18 mins ago
Customer Experience Associate - Minto, NB (30 Hours / Week) 1 Year Contract
Scotiabank
Minto, NB
As a Customer Experience Associate, you are the face, character and heart of our branches. Scotiabank is a place where we put our customers first, and our priority is to help them achieve…
Added 18 mins ago
Senior Operations Associate
The Canada Life Assurance Company
London, ON
Reporting to the Associate Manager of Administration, you will be responsible for accurate and timely processing of financial and non-financial transactions for our clients' mutual fund…
Added 18 mins ago
EY Law - Employment Lawyer, Senior Associate - Vancouver
EY
Vancouver, BC
Draft and review employment contracts, workplace policies and termination letters to ensure legal compliance and protect client interests.
Added 18 mins ago
M
Part-Time Front Desk Associate - Chinatown
Myo
Vancouver, BC
- $19 to $22 CAD / hour
- Part-time
We believe in creating a thoughtful and engaging hiring experience - just like the client experience we provide at Myo. If your application is selected, you'll have the opportunity to meet…
Added 18 mins ago
CC
Associate Recruiter
Crowsnest Coaching
Vancouver, BC
- Full-time
…tailors its approach to the unique needs and goals of each client. Consultants bring diverse perspectives and deep expertise, united by a shared vision of empowering individuals and…
Added 48 mins ago
M
Part-Time Front Desk Associate - Park Royal, West Vancouver
Myo
Vancouver, BC
- $19 to $22 CAD / hour
- Part-time
We believe in creating a thoughtful and engaging hiring experience - just like the client experience we provide at Myo. If your application is selected, you'll have the opportunity to meet…
Added 1 hour ago
NB
Wealth Associate
National Bank of Canada
Oakville, ON
- Full-time
A career as a Wealth Associate at National Bank is a job where you can showcase your ability to work in synergy with clients and colleagues. In this role, you will help wealth advisors to…
Added 1 hour ago
LA
Securities/Corporate Lawyer 2-5 Years
Life After Law
Vancouver, BC
- Full-time
Our client, a leading Vancouver law firm with a sophisticated regional, national and international practice, is seeking a talented Corporate Finance & Securities Associate to join its…
Added 1 hour ago
SD
Assistant.e technique en pharmacie, rémunéré(e) à l’heure – PHX temps partiel Quarts de travail flexibles
Shoppers Drug Mart
Laval, QC
- Part-time
Join a locally owned and operated store to help deliver health, beauty and convenience services in your community, and keep the customer at the centre of everything you do.
Added 1 hour ago
NB
Wealth Associate
National Bank of Canada
Saguenay, QC · Chicoutimi, QC
- Full-time
A career as a Wealth Associate at National Bank is a job where you can showcase your ability to work in synergy with clients and colleagues. In this role, you will help wealth advisors to…
Added 1 hour ago
NB
Associate Director, FX Risk Management Solutions
National Bank of Canada
Toronto, ON
- Full-time
The Risk Management Solutions Group (“RMSG”) at National Bank of Canada Capital Markets is seeking an Associate Director to help expand our Foreign Exchange risk management franchise in…
Added 1 hour ago
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Personal Banking Associate
TD
AB
- Full-time
…service transactions and providing information and advice on services, products, and solutions to existing or prospective TD customers. At the branch, we understand customer needs and…
Added 1 hour ago
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Associate Financial Advisor
CIBC
Brantford, ON
- Full-time
…you’ll make a meaningful difference in our clients' lives. As an Associate Financial Advisor, you’ll form a deep understanding of your personal and small business clients’ needs as you…
Added 1 hour ago
C
Associate Controls Designer
Carrier
Coquitlam, BC
- $71,500 to $121,500 CAD / year
- Full-time
Automated Logic, an industry leader and subsidiary of Carrier, is looking for a talented Associate Controls Designer to join our engineering team. In this role, you will be at the heart of…
Added 2 hours ago
SD
Assistant.e technique en pharmacie, rémunéré(e) à l’heure – PHX temps partiel jour Embauche feu vert
Shoppers Drug Mart
Brossard, QC
- Part-time
Join a locally owned and operated store to help deliver health, beauty and convenience services in your community, and keep the customer at the centre of everything you do.
Added 2 hours ago
MI
Associate, Nexus, Client Delivery
MUFG Investor Services
Toronto, ON
- $60,000 to $88,000 CAD / year
- Full-time
MUFG Investor Services is a trusted partner to many of the world’s largest public and private funds, providing asset servicing and operational solutions built for alternatives. With over $1…
Added 2 hours ago
HM
Financial Analyst Programmatic Media and Power BI
Hire Mint
Toronto, ON
- Full-time
· Experience in media agency finance or with client billing for media services.
Added 2 hours ago
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Actuarial Specialist (Associate) – Retirement & Health Benefits
Marsh
Montreal, QC
- Full-time
We are seeking an Actuarial Specialist (Associate) – Retirement & Health Benefits to join our Global Actuarial Services Delivery (GSD Canada) team at Marsh, People and Investments.

Canaccord Genuity Group Inc.

Associate, Wealth Advisor

Vancouver, BC, Canada

Competitive Compensation: $110-$150K annually depending on experience & credentials. · Full-time

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Job details

Pay: Competitive Compensation: $110-$150K annually depending on experience & credentials.
Job type: Full-time
Posting language: English
Posted: Oct 26, 2026

Original job description

Associate, Wealth Advisor - Stenner Wealth Partners+

Competitive Compensation: $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.

#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.

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More about this job

Responsibilities

The associate will serve as a key relationship partner for high-net-worth families, managing client reviews and coordinating comprehensive wealth management advice. Additionally, they will support business development efforts by identifying and converting prospective client opportunities to drive asset growth.

Requirements

Candidates must have at least three years of experience in wealth management or a related field, with a preference for those holding designations like CIM, CFP, or CFA. Strong communication and interpersonal skills are required, along with the legal entitlement to work in Canada.

Skills

Wealth management
Investment advisory
Business development
Financial planning
Portfolio construction
Investment analysis
Communication skills
Presentation skills
Attention to detail
Relationship building
Generative artificial intelligence
Salesforce
Dataphile
Netx360
Microsoft Office

Visa sponsorship

Not detected in the job text

Hiring contact

Thane Stenner

Keywords

Wealth management
Multi-family office
Outsourced CIO
High-net-worth
Ultra-high-net-worth
Investment advisory
Portfolio management
Financial planning
Business development
CIM
CFP
CFA
CAIA
MBA
Salesforce
Dataphile
Netx360
Generative AI
Investment banking
Equity research
Asset growth
Compliance
Regulatory requirements
Financial services

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