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Added 32 mins ago
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Mobile Financial Services Representative
CIBC
Edmonton, AB
- Full-time
Business Development - Proactively engage in discussions with Costco members at a warehouse to understand client’s immediate financial needs while identifying opportunities to address…
Added 3 hours ago
C
Financial Services Representative II
CIBC
Campbell River, BC · CampbellRiver-StAnns&IslandHwy
- Full-time
As a member of the Personal and Business Banking team, you’ll work in a fast-paced Banking Centre where you’ll make a meaningful difference in our clients’ lives. As a Financial Services…
Added 4 hours ago
TW
Deposit Support Representative
Thrive Wealth Management
Regina, SK
- Part-time
We’re looking for an innovative, proactive team player to come on board as our permanent part-time Deposit Support Representative in Regina. In this role, you are responsible for ensuring…
Added 4 hours ago
TW
Financial Services Representative
Thrive Wealth Management
Prince Albert, SK
- Part-time
We’re looking for an agile member-service ambassador to come on board as a permanent part-time Financial Service Representative in the Prince Albert branch! You will be scheduled based on…
Added 4 hours ago
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Représentant(e) des ventes en relations bancaires, Marché intermédiaire/Banking Relationship Sales Representative, Mid-Market
ADP
Montreal, QC
- Full-time
Added 4 hours ago
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Financial Services Representative II (UoNBC Career Fair)
CIBC
Prince George, BC
- Full-time
As a member of the Personal and Business Banking team, you’ll work in a fast-paced Banking Centre where you’ll make a meaningful difference in our clients’ lives. As a Financial Services…
Added 5 hours ago
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Financial Services Representative II (UoNBC Career Fair)
CIBC
Prince George, BC
- Full-time
As a member of the Personal and Business Banking team, you’ll work in a fast-paced Banking Centre where you’ll make a meaningful difference in our clients’ lives. As a Financial Services…
Added 6 hours ago
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Quality Control Inspector (2 Year Contract)
Flynn Group of Companies
Halifax, NS
- Contract
At Flynn Group of Companies, we strive to deliver excellence, growth and innovative solutions in every aspect of our business. For over 30 years, we have enjoyed continuous success by…
Added 7 hours ago
FG
Quality Control Inspector (2 Year Contract)
Flynn Group of Companies
Halifax, NS
- $50,000 to $60,000 CAD / year
- Contract
At Flynn Group of Companies, we strive to deliver excellence, growth and innovative solutions in every aspect of our business. For over 30 years, we have enjoyed continuous success by…
Added 7 hours ago
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Forklift Sales Representative
J.D. Irving, Limited
Saint John, NB
- Full-time
We currently have an opening for a Forklift Sales Representative for our Saint John location. We are looking for an enthusiastic, highly motivated sales professional who is passionate about…
Added 9 hours ago
J
Account Development Representative II
Jobgether
Canada
- Full-time
As an Account Development Representative, you will play a key role in driving business growth by identifying new prospects, developing enterprise accounts, and generating demand for…
Added 9 hours ago
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Banking advisor
National Bank of Canada
Campbellton, NB
- Full-time
This role offers opportunities for development. By obtaining your mutual fund representative licence, if you don’t already have it, you’ll be able to progress in your role and expand your…
Added 9 hours ago
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Financial Planner Laval
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Laval, QC
- Full-time
Create business development opportunities to increase the number of clients and the volume of existing portfolios
Added 9 hours ago
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Technical Sales Representative & Branch Supervisor
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ON · Ontario, Canada
- Full-time
Grasslands Recruitment Specialists has been engaged to recruit a Technical Sales Representative & Branch Supervisor for an established, family-owned agricultural company serving poultry…
Added 10 hours ago
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Sales Representative- Permanent Full-Time - (Supply Chain and Logistics B2B) - Alberta
Chit Chats
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Reporting to the Sales Manager – Business Development, the Sales Representative will contribute directly to revenue growth by turning qualified opportunities into active shipping clients…
Added 10 hours ago
CC
Sales Representative- Permanent Full-Time - (Supply Chain and Logistics B2B) - British Columbia
Chit Chats
Vancouver, BC
- Full-time
Reporting to the Sales Manager – Business Development, the Sales Representative will contribute directly to revenue growth by turning qualified opportunities into active shipping clients…
Added 10 hours ago
A
Représentant(e) des ventes en relations bancaires, Marché intermédiaire/Banking Relationship Sales Representative, Mid-Market
ADP
Montreal, QC
- Full-time
Added 11 hours ago
B
Facility Manager II
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- Full-time
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Added 11 hours ago
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Sales Representative
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Canada
- Full-time
This employer is hiring a Sales Representative to drive growth and bring new partners into a modern, security-first business continuity platform community. The role involves managing the…
Added 11 hours ago
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Sales Representative- Permanent Full-Time - (Supply Chain and Logistics B2B) - Ontario
Chit Chats
Toronto, ON
- Full-time
Reporting to the Sales Manager – Business Development, the Sales Representative will contribute directly to revenue growth by turning qualified opportunities into active shipping clients…
Added 12 hours ago
R&
Senior Business Analyst – Capital Markets
Robertson & Company Ltd.
Toronto, ON
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…diverse and dynamic group of individuals who support critical business initiatives across Capital Markets, Wealth Management, and Enterprise Operations. This team plays a key role in…
Added 13 hours ago
B
Facility Manager II
BGIS
Calgary, AB
- Full-time
…upon with clients and managers) and will be the primary BGIS representative for day-to-day contact with the client and the tenants for performance of the…
Added 14 hours ago
QC
Enterprise Account Executive
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Toronto, ON
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Enterprise Account Development Representative
Added 14 hours ago
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Diesel Apprentice - Technician II
Impact Fulfillment Services
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…supply chain management solutions that enhance the way they do business. Building and maintaining a fleet takes time, resources, and expertise few companies can spare. At Ryder, we have a…
Added 14 hours ago
IF
Vehicles Sales Manager
Impact Fulfillment Services
Dartmouth, NS
- Full-time
…initiative to increase retails sales productivity. Through development of a strong retail network, the Vehicle Sales Manager (VSM) will maximize proceeds and gains on used vehicles. In…

Thane Stenner - Stenner Wealth Partners+

Senior Associate, Business Development

Vancouver, BC, Canada

Full-time

Apply About employer

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Job details

Job type: Full-time
Apply by: Mar 28, 2027
Posting language: English
Posted: Sep 29, 2026

Original job description

Competitive Total Compensation Range: $100-$140K annually depending on experience & credentials.

Target Start Date: November 2nd, 2026 or January 4th, 2027

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 also 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 triple our business over the next 10 years, offering a meaningful opportunity to grow career-wise and compensation-wise - subject to job performance and team contribution.

“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 to help the team meet and engage with new prospects and qualified clients.

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.

Email: SWP@cgf.com

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. As of June 30th 2026, $160.2B in client assets globally.

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 Allocation):

Business Development and Client Prospecting: 75%

Support Principal Advisor, Thane Stenner and other team partners, to drive business development and prospecting initiatives.
Research prospective clients, centers of influence (COIs), and referral opportunities using Altrata, Wealth X and other approved tools.
Build and manage a qualified prospect pipeline with clear priorities, next steps, and follow-up timelines.
Conduct initial discovery conversations with the partners to assess prospects’ needs, priorities, decision-making processes, and fit with the team.
Prepare professional correspondence, proposals, referral agreements, presentations, and other communications for prospects, clients, and referral partners.
Develop personalized outreach and follow-up strategies across email, telephone, video conference, and in-person channels.
Coordinate prospect meetings, presentations, investor updates, and follow-up activities.
Support client acquisition and onboarding from initial qualification through account opening and transition to ongoing relationship management.
Maintain accurate and current prospect and client information in Maximizer.
Track business development activities, pipeline progress, and conversion opportunities, and provide regular updates to senior team members.
Use approved AI tools to improve research, communications, presentations, documentation, and workflow efficiency while ensuring accuracy, confidentiality, and compliance.

Investment Strategy Presentations: 25%

Support the preparation and presentation of suitable investment strategies and opportunities to clients and prospects.
Coordinate with advisors and analysts to develop relevant presentation materials and follow-up information.
Prepare balanced summaries of investment opportunities, including key benefits, risks, and considerations.
Use approved AI and analytical tools to support research and summarize information, independently verifying all output.

Skills & Qualifications:

Five or more years of relevant financial services or business development experience, preferably in private wealth management, private banking, asset management, insurance, accounting, or finance.
Undergraduate degree or an equivalent combination of education and relevant professional experience is required.
Current CIRO registration appropriate for the role, or completion of the Canadian Securities Course (CSC) and Conduct and Practices Handbook Course (CPH), with valid standing where required.
CFA, CIM, CFP, CPA, or a comparable professional designation is an asset not required.
Demonstrated experience qualifying prospects, conducting discovery conversations, managing a pipeline, and advancing opportunities through a relationship-based sales process.
Strong relationship building skills, active-listening, outreach, and follow-up/communication skills (verbal & written)
Confident and professional communication skills across telephone, email, video conference, and in-person settings.
Hands-on experience using generative AI to improve research, business development, presentations, communications, documentation, and workflow efficiency.
Strong understanding of confidentiality, privacy, information security, and responsible AI use.
Advanced proficiency in Microsoft Excel, PowerPoint, Outlook, Word, Adobe Acrobat, and Maximizer preferred.
Experience with Microsoft 365 Copilot or other enterprise-approved AI tools is an asset.
Familiarity with Dataphile, Thomson ONE, Bloomberg, Envestnet, or similar industry platforms is an asset.
Strong CRM discipline, including activity tracking, prospect prioritization, pipeline management, and business development reporting.
Resilient, persistent, and professional when managing extended decision-making timelines.
Sound judgment, discretion, integrity, and attention to detail.
Positive, adaptable, and committed to continuous learning.
Legally entitled to work in Canada.

This is a full-time, in-office position based in downtown Vancouver. The successful candidate is expected to work primarily from the office and participate in the collaborative, team-focused environment at SWP+.

Shortlisted candidates will be asked to complete a 15-minute confidential 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.

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.

Apply About employer

More about this job

Responsibilities

Support the team’s business development efforts by researching and qualifying prospects, managing the pipeline, conducting discovery conversations, preparing outreach and presentation materials, and coordinating prospect meetings and onboarding. Assist with investment strategy presentations by coordinating with advisors and analysts, summarizing opportunities and risks, and using approved AI and analytical tools to support research.

Requirements

Requires at least five years of relevant financial services or business development experience, an undergraduate degree or equivalent experience, and appropriate CIRO registration or completion of the CSC and CPH courses. Candidates should have strong prospecting, relationship-building, communication, CRM, and AI-tool skills, along with sound judgment, discretion, attention to detail, and legal authorization to work in Canada.

Skills

Business Development
Prospect Qualification
Client Prospecting
Pipeline Management
Relationship Building
Discovery Conversations
Client Onboarding
Financial Research
Generative AI
CRM Management
Microsoft Office
Maximizer
Communication
Confidentiality
Attention To Detail

Visa sponsorship

Not detected in the job text

Keywords

Private Wealth Management
Business Development
Prospect Research
Client Prospecting
Centers Of Influence
Referral Opportunities
Pipeline Management
Discovery Conversations
Client Acquisition
Client Onboarding
Investment Strategies
Investment Presentations
Generative AI
Microsoft 365 Copilot
Maximizer
Altrata
Wealth-X
Microsoft Excel
Microsoft PowerPoint
Microsoft Outlook
Microsoft Word
Adobe Acrobat
Dataphile
Thomson ONE
Bloomberg
Envestnet
CIRO Registration
Canadian Securities Course
Conduct And Practices Handbook Course
CFA

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