Associate, Wealth Advisor - Stenner Wealth Partners+
Competitive Compensation: $110-$150K annually depending on experience & credentials.
SWP+ Team Goals:
High performance. Our team wants to be the very best in Canada. We are looking to significantly grow 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 results. A high attention to detail is required and the role’s priority focus is serving a growing pool of client capital over multiple generations.
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.
Team website: www.StennerWealthPartners.com
Team LinkedIn: linkedin.com/company/stenner-wealth-partners
Responsibilities: (Time Allotted %):
Client Relationship Management (35%)
- Serve as a key relationship partner for high-net-worth and ultra-high-net-worth client families, working closely with Thane Stenner and senior team members.
- Build trusted, multigenerational relationships that support client retention, referrals, and long-term growth.
- Prepare for and participate in client review meetings, taking increasing ownership of meeting leadership and follow-up.
- Coordinate comprehensive wealth management advice across investment, tax, estate, insurance, and financial planning matters.
- Collaborate with family offices, accountants, lawyers, insurance specialists, and other professional advisors.
- Deliver the SWP+ Client Service Model and a highly personalized client experience.
- Coordinate client matters with timely execution, clear communication, and consistent follow-through.
- Maintain complete and accurate client records in accordance with regulatory, compliance, and internal requirements.
Business Development and Asset Growth (30%)
- Work with Thane Stenner and senior team members to identify, qualify, and convert prospective client opportunities.
- Prepare for and participate in prospect meetings, presentations, and follow-up activities.
- Build and maintain a pipeline of prospective clients and referral sources.
- Contribute to asset growth and revenue objectives.
- Support initiatives that increase referrals, deepen client relationships, and expand services to existing client families.
Wealth Management and Investment Advisory (20%)
- Present investment strategies and wealth management solutions to clients and prospects, with senior team support as appropriate.
- Partner with Portfolio Managers and Analysts on portfolio reviews, investment analysis, and client recommendations.
- Communicate market updates, portfolio positioning, and investment opportunities clearly and confidently.
- Support investment research, due diligence, and the implementation and monitoring of strategies across client households.
Team Development and Strategic Initiatives (10%)
- Support strategic growth initiatives and special projects.
- Contribute ideas that enhance the client experience, operational efficiency, and business growth.
- Participate in team meetings and planning sessions.
- Collaborate across client service, investment management, business development, and operations.
Practice Management and Operations (5%)
- Fulfil all regulatory, licensing, compliance, and continuing education requirements.
- Prepare and review client presentations, reports, correspondence, and other communications.
- Use technology, client relationship management systems, and artificial intelligence tools to improve efficiency and client service.
- Maintain accurate records and support effective workflow management.
Skills and Qualifications
- Minimum three years of relevant experience, with five or more years preferred, in wealth management, private wealth, private banking, investment advisory, or a related field.
- Experience supporting or managing affluent, high-net-worth, or ultra-high-net-worth client relationships.
- Appropriate CIRO registration and licensing for the position, or the ability to obtain the required registration within an agreed period.
- CIM, CFP, CFA, or CAIA designation preferred. An MBA or other relevant advanced degree is considered an asset.
- Experience presenting investment strategies, wealth planning recommendations, or financial solutions to clients and prospects.
- Demonstrated experience in business development, relationship management, or client acquisition.
- Experience working with entrepreneurs, business owners, executives, professionals, or multigenerational families is considered an asset.
- Strong knowledge of investment products, portfolio construction, financial planning, and the broader wealth management process.
- Excellent communication, presentation, interpersonal, and relationship-building skills.
- Highly organized, with sound judgment, strong attention to detail, and consistent follow-through.
- Ability to manage multiple priorities in a fast-paced, team-based environment.
- Advanced proficiency with Microsoft Office and client relationship management systems.
- Experience with Dataphile, Salesforce and netx360 would be an asset.
- Practical experience using generative artificial intelligence tools for research, client communications, presentations, documentation, business development, and workflow efficiency.
- Legally entitled to work in Canada.
Shortlisted candidates will be asked to complete a 15-minute Financial DNA Survey link online prior to in-person interview.
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