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:
SWP@CGF.com
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:

• Build relationships with our UHNW clients through day-to-day communications and servicing their needs in a quick, efficient, and clear matter at the highest standard;
• Working directly and collaboratively with a team of professionals where the focus is on client relationships and building a sustainable wealth management business;
• Implementation of investment recommendations by executing trade orders on Dataphile for equity, fixed income, new issues, foreign currency, and alternative investment products;
• Maintain client accounts and compile statistical information and generate reports;
• Respond to inquiries, concerns and requests in a professional time-efficient manner (account transactions, requests, account documentation, account reporting, etc.);
• Provide proactive client service by working collaboratively with various departments within the firm to ensure smooth and timely solutions;
• Prepare and maintain client documentation, including account applications, financial statements, and other compliance-related forms. Ensuring accurate, up-to-date and compliant with industry regulatory requirements to mitigate risk;
• Assist and participate in preparing client portfolio reviews;
• Prepare comprehensive annual tax package;
• Track and prepare subscription documentation for private placements while working closely with syndication department and ensure completion to meet hard deadlines;
• Perform additional administrative duties and projects as required to support Lead Investment Advisor and team as needed;
• Continue education and complete regular compliance training to ensure up to date with firm and CIRO compliance requirements.

Skills & Qualifications:

• Fully fluent in English;
• Proficiency in other languages a plus
• Able to legally work in Canada;
• IIROC-licensed as a Registered Representative;
• Canadian Securities Course and Conduct and Practices Handbook Course
• Minimum 5 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.

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All applications will be held in strict confidence.
In order to be considered for employment, candidates selected for interviews will 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.

• Build relationships with our UHNW clients through day-to-day communications and servicing their needs in a quick, efficient, and clear matter at the highest standard;
• Working directly and collaboratively with a team of professionals where the focus is on client relationships and building a sustainable wealth management business;
• Implementation of investment recommendations by executing trade orders on Dataphile for equity, fixed income, new issues, foreign currency, and alternative investment products;
• Maintain client accounts and compile statistical information and generate reports;
• Respond to inquiries, concerns and requests in a professional time-efficient manner (account transactions, requests, account documentation, account reporting, etc.);
• Provide proactive client service by working collaboratively with various departments within the firm to ensure smooth and timely solutions;
• Prepare and maintain client documentation, including account applications, financial statements, and other compliance-related forms. Ensuring accurate, up-to-date and compliant with industry regulatory requirements to mitigate risk;
• Assist and participate in preparing client portfolio reviews;
• Prepare comprehensive annual tax package;
• Track and prepare subscription documentation for private placements while working closely with syndication department and ensure completion to meet hard deadlines;
• Perform additional administrative duties and projects as required to support Lead Investment Advisor and team as needed;
• Continue education and complete regular compliance training to ensure up to date with firm and CIRO compliance requirements