Associate Wealth Advisor High Net Worth

Serve high-net-worth families as an Associate Wealth Advisor with Stenner Wealth Partners+ in an in-person and virtual setting. Apply investment knowledge and relationship-building skills.

This position supports Thane Stenner and senior team members within Canaccord Genuity’s exclusive wealth management practice. You will coordinate advice across investment, tax, estate, insurance, and financial planning matters. The work includes client relationships, business development, investment advisory, and practice operations.

Key Responsibilities:

• Build trusted multigenerational relationships with client families
• Coordinate comprehensive wealth management advice and client matters
• Prepare for client reviews, presentations, and follow-up
• Present investment strategies and wealth management solutions
• Maintain accurate records and regulatory documentation

Requirements:

• At least three years of relevant wealth management experience
• Experience supporting affluent, high-net-worth, or ultra-high-net-worth clients
• Appropriate CIRO registration or ability to obtain it
• Strong investment, planning, communication, and presentation skills
• Advanced Microsoft Office and CRM systems proficiency

Bring wealth advisory, investment presentation, and relationship management expertise to Stenner Wealth Partners+ and its distinguished clients.