Competitive Total Compensation Range: $100-$140K annually depending on experience & credentials.
Target Start Date: November 2nd, 2026 or January 4th, 2027
Responsibilities (Time Allocation):Business Development and Client Prospecting: 75%- Support Principal Advisor, Thane Stenner and other team partners, to drive business development and prospecting initiatives.
- Research prospective clients, centers of influence (COIs), and referral opportunities using Altrata, Wealth X and other approved tools.
- Build and manage a qualified prospect pipeline with clear priorities, next steps, and follow-up timelines.
- Conduct initial discovery conversations with the partners to assess prospects' needs, priorities, decision-making processes, and fit with the team.
- Prepare professional correspondence, proposals, referral agreements, presentations, and other communications for prospects, clients, and referral partners.
- Develop personalized outreach and follow-up strategies across email, telephone, video conference, and in-person channels.
- Coordinate prospect meetings, presentations, investor updates, and follow-up activities.
- Support client acquisition and onboarding from initial qualification through account opening and transition to ongoing relationship management.
- Maintain accurate and current prospect and client information in Maximizer.
- Track business development activities, pipeline progress, and conversion opportunities, and provide regular updates to senior team members.
- Use approved AI tools to improve research, communications, presentations, documentation, and workflow efficiency while ensuring accuracy, confidentiality, and compliance.
Investment Strategy Presentations: 25%- Support the preparation and presentation of suitable investment strategies and opportunities to clients and prospects.
- Coordinate with advisors and analysts to develop relevant presentation materials and follow-up information.
- Prepare balanced summaries of investment opportunities, including key benefits, risks, and considerations.
- Use approved AI and analytical tools to support research and summarize information, independently verifying all output.
Skills & Qualifications:- Five or more years of relevant financial services or business development experience, preferably in private wealth management, private banking, asset management, insurance, accounting, or finance.
- Undergraduate degree or an equivalent combination of education and relevant professional experience is required.
- Current CIRO registration appropriate for the role, or completion of the Canadian Securities Course (CSC) and Conduct and Practices Handbook Course (CPH), with valid standing where required.
- CFA, CIM, CFP, CPA, or a comparable professional designation is an asset not required.
- Demonstrated experience qualifying prospects, conducting discovery conversations, managing a pipeline, and advancing opportunities through a relationship-based sales process.
- Strong relationship building skills, active-listening, outreach, and follow-up/communication skills (verbal & written)
- Confident and professional communication skills across telephone, email, video conference, and in-person settings.
- Hands-on experience using generative AI to improve research, business development, presentations, communications, documentation, and workflow efficiency.
- Strong understanding of confidentiality, privacy, information security, and responsible AI use.
- Advanced proficiency in Microsoft Excel, PowerPoint, Outlook, Word, Adobe Acrobat, and Maximizer preferred.
- Experience with Microsoft 365 Copilot or other enterprise-approved AI tools is an asset.
- Familiarity with Dataphile, Thomson ONE, Bloomberg, Envestnet, or similar industry platforms is an asset.
- Strong CRM discipline, including activity tracking, prospect prioritization, pipeline management, and business development reporting.
- Resilient, persistent, and professional when managing extended decision-making timelines.
- Sound judgment, discretion, integrity, and attention to detail.
- Positive, adaptable, and committed to continuous learning.
- Legally entitled to work in Canada.
This is a full-time, in-office position based in downtown Vancouver. The successful candidate is expected to work primarily from the office and participate in the collaborative, team-focused environment at SWP+.
Shortlisted candidates will be asked to complete a 15-minute confidential 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.
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.
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.
