Wealth Associate - Stenner Wealth Partners+

CGC Canaccord Genuity Corp.; Vancouver; On-site; CAD 75,000 - 85,000; Full time

Job summary

A leading financial services firm in Vancouver is seeking a Wealth Associate to join their award-winning team. The role emphasizes business development and client prospecting, requiring a strong detail-oriented approach and excellent client service skills. The ideal candidate will have a degree and a minimum of 3 years’ experience in the financial industry, with the ability to communicate effectively and work within a team. This position offers competitive compensation and an opportunity for significant career advancement.

Benefits

Competitive Total Compensation

Opportunities for career advancement

Positive team culture

Qualifications

• Minimum 3 years’ experience in the financial services industry.
• CIRO-licensed as a Registered Representative.
• Proficiency in other languages is a plus.

Responsibilities

• Assist in business development and client prospecting.
• Maintain client and prospect records in the CRM database.
• Communicate with clients and respond to enquiries.

Skills

Fluent in English

Client-focused

Detail-oriented

Networking skills

Teamwork

Education

Undergraduate degree or higher

Tools

Microsoft Excel

Salesforce CRM

Job description

Wealth Associate - Stenner Wealth Partners+ page is loaded

Wealth Associate - Stenner Wealth Partners+

Apply locations Vancouver, BC time type Full time posted on Posted 30+ Days Ago job requisition id JR100294

Competitive Total Compensation Range: $75-$85K annually depending on experience & credentials (inclusive of base salary and monthly discretionary performance-based bonuses).

We’re growing - Given the expectations of working in our brand-new downtown Vancouver offices “The Stack” building, 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.

Stenner Wealth Partners+

Stenner Wealth Partners+ (SWP+) is an award-winning team of financial/wealth specialists at CG Wealth Management. With a boutique approach and global perspective, SWP+ is a highly exclusive practice servicing Canadian and US investors/households with generally a minimum of 10M+ in investable assets or 25M+ net worth. It is a cross border Canadian/US licensed team with our CG offices located in Toronto, Montreal, Calgary, Edmonton, and Vancouver.

SWP+ clients range in net worth from $25M CAD to $2.5B+ and we strategically onboard 6-8 new key client relationships every year. It is very important for us to provide a superior client experience. Our customized client service plan ensures we proactively connect with each client over 25-50 times a year through email, Zoom calls, in person meetings, reviews, research, phone calls, etc.

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.

“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 dedication. A high attention to detail is required and the role’s priority focus is serving a growing pool of client capital over multiple generations.

Team website: www.StennerWealthPartners.com

Team e-mail: [e-mail]

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.

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 Allotted %):

Business Development and Client Prospecting (70%)

• Assist the team’s principal advisor – Thane Stenner – with various Business Development and Prospecting projects/initiatives
• Support of client onboarding process from origination to onboarding and regular client servicing on new client relationships
• Compose and review correspondence constructed to target top-tier Canadian clientele and investors
  • Follow-up on leads with relevant and timely information
• Screening incoming prospect calls for strict team criteria of new clients
• Assist in coordinating client-facing presentations and investor updates
• Maintain complete, accurate, and up-to-date client and prospect records in CRM database

Client Prospect Updates & Communication (20%)

• Monthly progress reports/updates to senior team management
• Regular client and prospect communication
• Clear, articulate, communication to clients and prospects via e-mail, video conference, and phone calls
• Respond to client market enquiries effectively

Presentation of Investment Strategies (10%)

• Investment Due Diligence, working with SWP+ Analyst Team
  • Sourcing of investment ideas and effective presentation of their potential to the Investment Committee

Skills & Qualifications:

• Fully fluent in English;
  • Proficiency in other languages a plus
• Able to legally work in Canada;
• CIRO-licensed as a Registered Representative;
  • Canadian Securities Course and Conduct and Practices Handbook Course
• Minimum 3 years’ experience in the financial services industry
  • Wealth Management, Business Development, Banking, Corporate Finance, or similar sector;
• An undergraduate degree or higher level of education
• Must be client-focused and results-driven;
• Relationship-focused position for individuals with a robust personality keen on networking;
• Must work effectively in a team environment to jointly service clients;
  • Wants to work within a winning team culture which is striving for excellence
• Must be able to work effectively with cross-functional teams within the firm;
• Authentic, Competent, Trustworthy and High attention to detail;
• A sense of humour and a positive, life-long learner attitude;
• Proficient in Microsoft Excel, PowerPoint, Adobe Acrobat, and SalesForce CRM software;
• Familiarity with Dataphile, Thomson One, Bloomberg, and EnvestNet portfolio management software is a plus;

Shortlisted candidates will be asked to complete a 15-minute 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.

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.

#LI-KT1

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.

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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Through its principal subsidiaries, Canaccord Genuity Group Inc. (“Company”) is a leading independent, full-services financial firm, with operations in two principal segments of the securities industry: wealth management and capital markets

Since its establishment in 1950, the Company has been driven by an unwavering commitment to building lasting client relationships. We achieve this by generating value for our individual, institutional and corporate clients through comprehensive investment solutions, brokerage services and investment banking services.

The Company has Wealth Management offices located in Canada, the UK, Guernsey, Jersey, the Isle of Man and Australia.Canaccord Genuity, the international capital markets division, operates in North America, UK & Europe, Asia, Australia and the Middle East.