Associate Wealth Advisor High Net Worth

Support high-net-worth families as an Associate Wealth Advisor with Stenner Wealth Partners+, presenting investment strategies and coordinating advice across disciplines.

This associate role serves Canadian and US investors through Canaccord Genuity’s exclusive wealth management practice. You will build multigenerational relationships, support client reviews, and coordinate investment, tax, estate, insurance, and financial planning matters. The work requires careful communication, organization, and follow-through.

Key Responsibilities:

• Serve high-net-worth and ultra-high-net-worth client families
• Prepare and participate in client review meetings
• Coordinate comprehensive wealth management advice
• Present investment strategies to clients and prospects
• Maintain accurate client records and communications

Requirements:

• Minimum three years of relevant wealth management experience
• Experience supporting affluent or ultra-high-net-worth relationships
• Appropriate CIRO registration or ability to obtain it
• Strong investment, portfolio construction, and planning knowledge
• Excellent communication and relationship-building skills

Apply wealth advisory, investment presentation, and relationship management expertise supporting Stenner Wealth Partners+ client families.