Wealth Development & Prospecting Specialist

Thane Stenner - Stenner Wealth Partners+

Vancouver

On-site

CAD 100,000 - 140,000

Full time

5 days ago

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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.