Wealth Associate - Stenner Wealth Partners
Wealth Associate - Stenner Wealth Partners
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Job Description
Competitive Total Compensation Range: $75$85K annually depending on experience & credentials (inclusive of base salary and monthly discretionary performancebased bonuses).
Were growing Given the expectations of working in our brandnew downtown Vancouver offices The Stack building were looking for a dedicated professional who is excited and eager to advance their career by dealing with some of Canadas 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 awardwinning 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 68 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 2550 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 careerwise and compensationwise 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 Canadas 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 roles priority focus is serving a growing pool of client capital over multiple generations.
Responsibilities: (Time Allotted :
Business Development and Client Prospecting 70
- Assist the teams 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 toptier Canadian clientele and investors
- Followup on leads with relevant and timely information
- Screening incoming prospect calls for strict team criteria of new clients
- Assist in coordinating clientfacing presentations and investor updates
- Maintain complete accurate and uptodate 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 email 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;
- CIROlicensed 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 clientfocused and resultsdriven;
- Relationshipfocused 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 crossfunctional teams within the firm;
- Authentic Competent Trustworthy and High attention to detail;
- A sense of humour and a positive lifelong 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 15minute Financial DNA Survey link online prior to inperson 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.
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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.
Required Experience:
IC
Employment Type
Full-Time
