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Rebate Specialist
Novolex
Kirkland, QC
- Full-time
…other well-being resources focused on mental, physical and financial health. Specific benefits and well-being programs may vary depending on where you…
Added 10 mins ago
LC
Director, Pharmacy Operations (12 mos contract)
Loblaw Companies Limited
Vancouver, BC
- Full-time
Execute business initiatives and ensure Pharmacies are equipped and prepared to implement, identify any gaps, and reporting back to the program administrator
Added 10 mins ago
LC
Merchant, Processed Meats (Hard Discount)
Loblaw Companies Limited
Brampton, ON
- Full-time
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LC
Senior Analyst, Total Rewards
Loblaw Companies Limited
Toronto, ON
- Full-time
Reporting to the Director, Benefits, this role supports the strategy, administration, and continuous improvement of enterprise-wide total rewards programs. Working closely with the Benefits…
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Sagard
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- Full-time
Leverage AI and automation tools to accelerate financial modelling, reporting and benchmarking workflows, and to improve the speed and quality of analysis delivered to stakeholders.
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Sr Manager Finance Commercial
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Toronto, ON
- Full-time
…McCain’s Global Commercial, R&D, and Marketing organizations. Reporting to the Senior Director, Global FP&A and Commercial, this role transforms financial and operational data into…
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Manager, Software Development
Open Text Corporation
Waterloo, ON
…benefits package that supports your physical, emotional, and financial wellbeing. As you move through the hiring process, we’re happy to provide more details about our compensation…
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Merchant, Multicultural (Super Market Division)
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Brampton, ON
- Full-time
…Division to deliver extraordinary products and customer programs. Reporting to the Category Director, Multicultural and working closely with the Merchant(s) you will a member of a diverse…
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Controller, VP
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Toronto, ON
- Full-time
Legal entity governance – financial statements/budgets/audit support/board reporting, including capital planning, etc. –Audit support includes EY/corporate/regulatory.
Added 22 mins ago
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Added 25 mins ago
Operator II, Customer Support Center
Human Resources Department - NRT Technology Corp.
Toronto, ON
…resort, including secure payment systems, AML compliance and reporting tools, credit information and electronic marker services to intelligent and engaging table game platforms, dynamic…
Added 25 mins ago
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Manager, Analytics and Insights - AI Accelerator
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Toronto, ON · Montreal, QC
- Full-time
…priorities with regular opportunities to present analyses and reporting broadly to partners and…
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FCRM Testing Analyst (5559)
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- Full-time
Knowledge of testing for design and operating effectiveness of processes and controls for financial crimes risks
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May support the monthly reporting and tracking for departmental KPI's and Savings Targets
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Software Engineer I - Development and Quality Engineering
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Toronto, ON
- Full-time
…applications used for the Bank’s regulatory capital calculations and reporting to the Office of the Superintendent of Financial Institutions (OSFI). The team provides high-quality, timely…
Added 25 mins ago
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Executive Assistant to the Chief Financial Officer
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Hamilton, ON
- $33.1 to $39.48 CAD / hour
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Reporting to the Chief Financial Officer, the Executive Assistant provides high-level administrative, organizational and operational support to the CFO while supporting the Controller and…
Added 25 mins ago
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Property Manager
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Added 25 mins ago
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Associate Product Manager
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Support the PM in the development of a strategic product plan and SAP product briefs reflecting business priorities which meet or exceed category financial objectives
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Advisor, Securities
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Business Analyst (Fixed Income)
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ON · Ontario, Canada
- $75 to $85 CAD / hour
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Experience with NAM regulatory reporting, including CFTC/CAD and SEC.
Added 27 mins ago
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Senior Contract Administrator
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Customer Processing Representative
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- Full-time
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Added 27 mins ago
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The Financial Analyst, Supply Chain plays a critical role in supporting the financial performance and strategic decision-making of our supply chain operations. Reporting to the Director of…
Added 27 mins ago
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Customer Processing Representative
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Montreal, QC
- Full-time
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Added 27 mins ago
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Subway Sandwich Artist
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Thane Stenner - Stenner Wealth Partners+

Senior Associate, Business Development

Vancouver, BC, Canada

Full-time

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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.

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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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