Senior Associate, Business Development

Thane Stenner - Stenner Wealth Partners+; Vancouver; On-site; CAD 100,000 - 140,000; Full time

Job summary

Stenner Wealth Partners+ is seeking a senior business development professional to drive growth in private wealth management. The role emphasizes prospecting, relationship-building, and client onboarding within Canaccord Genuity’s wealth platform.

A strong emphasis is placed on confidentiality, AI-assisted research, and CRM discipline. You will work in a downtown Vancouver office, collaborating with Thane Stenner and the SWP+ team to expand client engagements with high-net-worth individuals and

Qualifications

• Five+ years in financial services or business development, preferably wealth management.
• Undergraduate degree or equivalent experience required.
• CIRO registration or CSC/CPH with valid standing; CFA/CIM/CFP/CPA a plus.
• Strong pipeline management, discovery, and relationship-building skills.
• Proficient with Excel, PowerPoint, and CRM tools; confident in AI-assisted research.

Responsibilities

• Drive business development and prospecting with Principal Advisor and team partners.
• Research COIs and referral opportunities using approved tools.
• Build and manage a qualified prospect pipeline with clear next steps.
• Lead discovery conversations to assess client fit and needs.
• Prepare proposals, referrals, and presentations for prospects and clients.
• Coordinate meetings, investor updates, and follow-up activities.
• Onboard new clients and transition accounts to relationship management.
• Maintain accurate prospect data in Maximizer and report progress to leadership.
• Leverage approved AI tools to enhance research, communications, and documentation.

Skills

Prospecting

Relationship building

CRM discipline

Discovery conversations

Verbal & written communication

Confidentiality & privacy

AI tools usage

Microsoft Excel

PowerPoint

Education

Undergraduate degree

CIRO/CSC/CPH registration

Tools

Maximizer

Excel

PowerPoint

Outlook

Word

Bloomberg/Thomson ONE

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: [e-mail]

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 interviewswill 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.