Senior Wealth Associate - Stenner Wealth Partners
Senior Wealth Associate - Stenner Wealth Partners
Employer Active
Job Alert
You will be updated with latest job alerts via email
Share
Job Alert
You will be updated with latest job alerts via email
Job Description
Competitive Total Compensation Range: $8595K 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:
- Build relationships with our UHNW clients through daytoday 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;
- Act as primary contact for clients responding to inquiries concerns and requests in a professional timeefficient manner (account transactions requests account documentation account reporting etc.;
- 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;
- 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 compliancerelated forms. Ensuring accurate uptodate 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;
- Involvement in developing the wealth business using various marketing initiatives;
- 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;
- CIROlicensed as a Registered Representative;
- Canadian Securities Course and Conduct and Practices Handbook Course
- Minimum 8 years of related experience with a wellrounded knowledge of the securities industry including private placements;
- Must work effectively in a team environment to jointly service ultrahigh net worth 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;
- Advanced MS Office skills (Word Excel Outlook PowerPoint).
- Proficient in Adobe Acrobat Dataphile SalesForce CRM software;
- Authentic Competent and Trustworthy;
- A sense of humour and a positive lifelong learner attitude;
- Strong attention to detail and accuracy;
- Excellent verbal and written communication skills;
- Strong analytical and problemsolving skills;
- Proactive with excellent teamwork skills complemented by the ability to work independently;
- Ability to learn quickly work under pressure and meet strict deadlines in a fastpaced environment;
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.
#LIKT1
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:
Senior IC
Employment Type
Full-Time
