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Added 9 hours ago
RJ
Financial Advisor Assistant
Raymond James
Calgary, AB
- Full-time
Raymond James Ltd. is Canada’s leading independent investment dealers offering high quality investment products and services to Canadians seeking customized solutions to their wealth…
Added 13 hours ago
XI
Director, Network Development & Operations
Xplore Inc
Fredericton, NB · Woodstock, NB · Cornwall, ON · Markham, ON · Calgary, AB
- Full-time
…customer experience, and cost efficiency - and serves as a trusted advisor to senior leadership on operational performance and automation…
Added 13 hours ago
RB
Branch Manager Advisor
Royal Bank of Canada
Petrolia, ON
- Full-time
As a Branch Manager Advisor you fulfill a critical hybrid role in the branch with 40-50% of your time spent providing advice to clients as a Financial Advisor and 50-60% in a Branch…
Added 13 hours ago
RB
Financial Advisor Intern
Royal Bank of Canada
Oshawa, ON
- Full-time
As an RBC Financial Advisor, you attract, nurture, and grow relationships with our high-value personal and small business clients, by adding value in the moments that matter to them. You…
Added 16 hours ago
EF
Senior Financial Advisor (Sardis Branch)
Envision Financial
Chilliwack, BC
- $56,800 to $72,800 USD / year
- Full-time
The Senior Financial Advisor provides exceptional customer service to a portfolio of members by offering a full range of investment, deposit and complex lending services. The Senior…
Added 16 hours ago
C
Senior / Principal Forward Deployed Engineering & AI Solutions Architect
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- Full-time
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Added 16 hours ago
TS
Wealth Advisor
TalentSphere Staffing Solutions
Toronto, ON · North York, ON
- Full-time
We are seeking a relationship-driven Wealth Advisor to join a growing team. The successful candidate will be responsible for managing client relationships, delivering financial planning and…
Added 16 hours ago
UO
Program Specialist, Leadership Programs - Haskayne School of Business
University of Calgary
Calgary, AB
- Full-time
…and Real Deal. Established through philanthropy and community investment, the Centres provide unique and transformative experiences at the intersection of students, faculty and the business…
Added 16 hours ago
DS
Cyber Security Engineer
D3 Security
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- Full-time
Serve as a trusted technical advisor, helping clients troubleshoot issues and maximize their investment in D3’s technology.
Added 16 hours ago
AC
Investment Advisor/ Portfolio Manager
Acumen Capital Partners
Calgary, AB
- Full-time
As an Investment Advisor, you'll help clients achieve their financial goals. You'll provide
Added 16 hours ago
TS
Senior Associate, Business Development
Thane Stenner - Stenner Wealth Partners+
Vancouver, BC
- Full-time
…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…
Added 16 hours ago
Senior Financial Advisor - Edson, AB
Scotiabank
Edson, AB
…banking, wealth management and private banking, corporate and investment banking, and capital…
Added 16 hours ago
TD
Financial Controller
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Calgary, AB
- Full-time
Added 16 hours ago
CF
Major Gifts Officer
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AB · Edmonton, AB
- Full-time
Serving as a trusted advisor to donors, prospects and corporate partners, the Major Gifts Officer develops and manages a portfolio of individual, corporate and foundation donors and…
Added 17 hours ago
MC
Human Resources Advisor (Full-time; Hybrid Option)
Mainstreet Credit Union Canada
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- $70,073 to $87,591 CAD / year
- Full-time
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Added 17 hours ago
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Human Resources Advisor (Full-time; Hybrid Option)
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Added 17 hours ago
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Human Resources Advisor (Full-time; Hybrid Option)
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Added 17 hours ago
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Added 17 hours ago
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Added 17 hours ago
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Added 17 hours ago
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Client Associate (IR licensing) Mandarin speaking
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- Full-time
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Added 17 hours ago
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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: Nov 12, 2026
Posting language: English
Posted: Oct 13, 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 principal advisor and team partners with prospect research, outreach, discovery conversations, pipeline management, client acquisition, and onboarding. Coordinate investment strategy presentations and prepare balanced materials on investment opportunities, while using approved AI tools responsibly and verifying their output.

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 proven relationship-based sales and pipeline skills, strong communication and CRM discipline, responsible AI experience, and legal authorization to work in Canada.

Skills

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

Visa sponsorship

Not detected in the job text

Hiring contact

Thane Stenner

Keywords

Private Wealth Management
Business Development
Client Prospecting
Prospect Pipeline
Client Acquisition
Client Onboarding
Investment Strategy
Investment Presentations
Generative AI
Microsoft 365 Copilot
Altrata
Wealth X
Maximizer
Microsoft Excel
Microsoft PowerPoint
Microsoft Outlook
Microsoft Word
Adobe Acrobat
Canadian Securities Course
Conduct and Practices Handbook
CIRO Registration
CFA
CIM
CFP
CPA
Dataphile
Thomson ONE
Bloomberg
Envestnet
CRM

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