Associate Financial Analysis- Stenner Wealth Partners
Associate Financial Analysis- 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: $7585K 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.
Team LinkedIn: We Are:
Canaccord Genuity (CG) is a leading independent fullservice 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 midmarket 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. Were looking for talented people who thrive in a fastpaced environment and want to have an impact with innovative ideas and best practices.
Responsibilities (Time Allotted :
SWP PM/Analyst Team 60;
- Work on a 6 person investment committee overseeing two portfolio models
- Monitor and maintain proprietary model portfolios daily
- Monitor security prices for entry and exit levels
- Invest incoming client funds and rebalance existing portfolios into model portfolios
- Evaluation of equity fixed income real estate private asset and alternative investments
- Sourcing of investment ideas and effective presentation of their potential to the Investment Committee
- Monitor economic and market conditions and provide both insight and opinion to the team and clients
- Execute equity fixed income and fx trades
Presentation of Investment Related Materials and Strategies 20;
- Create economic and market related and provide both insight and opinion to the team and clients
- Write weekly monthly quarterly investment related content
- Update monthly portfolio statistics and related content
- Propose new clientcentric solutions with respect to ongoing communications
- Present potentially profitable investment opportunities to clients
- Able to respond to client market enquiries effectively
- Wellbalanced view of current market and economic landscape
- Correspond with clients regarding trades portfolio activity and market events
Client Portfolio Reviews 20;
- Create / conduct client portfolio reviews and present sophisticated investment solutions
- Coordinate schedule execute followups derived from Portfolio Reviews
- Regular client and prospect communication
- Clear articulate communication to clients and prospects via email video conference and phone calls
Skills & Qualifications:
- Fully fluent in English;
- Proficiency in other languages a plus
- Able to legally work in Canada;
- Minimum 3 years experience in the financial services industry;
- Wealth Management Business Development Banking Corporate Finance Accounting or similar.
- CFA required CFP CPA MBA CIM or similar professional designation is a plus;
- CIRO licensed as a Registered Representative;
- Canadian Securities Course and Conduct and Practices Handbook Course
- Experience with Investment Banking an asset;
- Understanding of the Ultra High Net Worth segment as an investment specialization;
- Strong understanding of technical analysis techniques charting and pattern recognition;
- 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 and Trustworthy;
- A sense of humour and a positive lifelong learner attitude;
- High attention to detail;
- Proficient in utilizing Microsoft Excel VBA and Adobe InDesign. Basic coding experience in large positive differentiator (VBA HTML PHP SQL Python XML Sing experience JQuery/Java);
- Familiarity with Dataphile Thomson One / Refinitiv Workstation 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.
#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:
IC
Employment Type
Full-Time
