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T
Senior Regional Manager, Financial Planning
TD
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- Full-time
…of high-performing financial planners to the next levels of sales and service delivery at TD Wealth? If so, then we have an exciting leadership role. As Senior Regional Manager, Financial…
Added 1 hour ago
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Outside Sales Representative
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- Full-time
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Sales Development Representative (SDR) - Outbound
YuJa
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- $60,000 to $70,000 CAD / year
- Full-time
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Added 2 hours ago
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Canaccord Genuity Group Inc.

Senior Wealth Advisor

Vancouver, BC, Canada

Competitive Compensation: $150-$225K annually depending on experience & credentials. · Full-time

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Job details

Pay: Competitive Compensation: $150-$225K annually depending on experience & credentials.
Job type: Full-time
Experience: Minimum 7-10 years of experience in wealth management, private wealth, private banking, investment advisory, or a related field.
Posting language: English
Posted: Oct 8, 2026

Original job description

Senior Wealth Advisor - Stenner Wealth Partners+

Vancouver

Competitive Compensation: $150-$225K 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%)

Act as a Lead Client Service Relationship Partner for a portfolio of ultra-high-net-worth client families.
Develop trusted, multigenerational relationships that drive client retention, referrals, and long-term growth.
Lead client review meetings and coordinate the delivery of comprehensive wealth management advice.
Partner with clients' professional advisors, including family offices, accountants, lawyers, and insurance specialists, to provide integrated planning solutions.
Uphold and continually evolve the SWP+ Client Service Model, ensuring an exceptional and highly personalized client experience.
Serve as a key point of contact for complex client matters, ensuring timely execution, communication, and follow-through.
Maintain thorough client documentation and ensure adherence to all regulatory and compliance requirements.

Business Development & Asset Growth (30%)

Work with Thane Stenner and other senior partners to identify, qualify, and convert prospective client opportunities.
Develop relationships with entrepreneurs, executives, professionals, and referral partners.
Participate in prospect meetings and presentations.
Build and maintain a pipeline of prospective clients and referral sources.
Contribute to asset growth initiatives and revenue generation objectives.
Support strategic initiatives aimed at increasing referrals, wallet share, and client retention.
Represent SWP+ at client events, industry functions, and community activities.

Wealth Management & Investment Advisory (20%)

Present investment strategies and wealth management solutions to clients and prospects.
Partner with Portfolio Managers and Analysts on investment reviews and client recommendations.
Communicate market updates, portfolio positioning, and investment opportunities.
Participate in Investment Committee discussions where appropriate.
Assist with portfolio reviews and investment due diligence.
Support implementation of investment strategies across client households.

Leadership & Strategic Initiatives (10%)

Support execution of strategic growth initiatives for the business.
Assist in mentoring and developing junior team members.
Contribute ideas to improve client experience, operational efficiency, and business growth.
Participate in team leadership meetings and planning sessions.

Practice Management & Operations (5%)

Maintain regulatory and compliance requirements.
Support preparation of client presentations, reports, and communications.
Leverage technology, CRM systems, and artificial intelligence tools to improve efficiency and client service.
Ensure accurate record keeping and workflow management.

Skills & Qualifications:

Minimum 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 appropriate for an advisory role.
Demonstrated success managing affluent or high-net-worth client relationships.
Proven business development and client acquisition experience.
Excellent communication and presentation skills.
Strong interpersonal and relationship-building abilities.
Highly organized with strong attention to detail.
Ability to work collaboratively within a team-based environment.
Advanced proficiency with Microsoft Office and CRM systems.
Previous experience working 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.
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 Senior Wealth Advisor will act as a lead partner for ultra-high-net-worth families, managing complex client relationships and delivering comprehensive wealth management solutions. Additionally, the role involves driving business development, identifying prospective clients, and supporting strategic growth initiatives for the firm.

Requirements

Candidates must have 7-10 years of experience in wealth management or a related field and hold a relevant professional designation such as CIM, CFP, MBA, CAIA, or CFA. Strong interpersonal skills, a proven track record in client acquisition, and the ability to work collaboratively in a high-performance team environment are essential.

Skills

Wealth management
Business development
Investment advisory
Portfolio management
Financial planning
Strategic planning
Client acquisition
Communication
Presentation skills
CRM systems
Microsoft Office
Regulatory compliance
Leadership
Mentoring
Analytical skills

Visa sponsorship

Not detected in the job text

Keywords

Wealth Management
Ultra-High-Net-Worth
Multi-Family Office
Investment Advisory
Business Development
Portfolio Management
CIM
CFP
MBA
CAIA
CFA
CIRO
CRM
Artificial Intelligence
Financial Planning
Asset Growth
Investment Banking
Equity Research
Compliance
Entrepreneurship
Strategic Initiatives
Investment Committee
Market Updates
Client Retention
Wealth Planning
Investment Due Diligence
Financial Services
Capital Markets
Bespoke Solutions

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