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Associate, Business Development – Stenner Wealth Partners+
Competitive Compensation: $65-$95K annually depending on experience & credentials.
Stenner Wealth Partners+
Stenner Wealth Partners+ (SWP+) is an award-winning team of financial/wealth specialists. With a boutique approach and global perspective, we service Canadian and US investors/households with a minimum of 10M+ in investable assets or 25M+ net worth. As a CG Wealth Management team, SWP+ is a highly exclusive practice within Canada’s largest independent wealth management firm.
SWP+ clients range in net worth from $25M CAD to $2.5B+ and we strategically onboard 6-8 new key client relationships every year. Our customized client service plan ensures we proactively connect with each client over 50 times a year through email, Zoom calls, in person meetings, reviews, research, phone calls, etc. It is very important for us to provide a superior client experience. SWP+ is a cross border Canadian/US licensed team with our Canaccord offices located in Toronto, Montreal, Calgary, Edmonton and Vancouver.
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 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 dedication. 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: http://www.StennerWealthPartners.com
Team e-mail: [email protected]
Team LinkedIn: linkedin.com/company/stenner-wealth-partners
Who We Are:
Canaccord Genuity (CG) is a leading independent full-service 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 mid-market 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. We’re looking for talented people who thrive in a fast-paced environment and want to have an impact with innovative ideas and best practices.
Responsibilities: (Time Allotted %):
Business Development and Client Prospecting (75%):
- Manage, lead, and assist the team’s principal advisor – Thane Stenner – with various Business Development and Prospecting projects/initiatives;
- Management of client onboarding process from origination to onboarding and regular client servicing;
- Support the team’s senior advisors on onboarding new client relationships;
- Compose and review correspondence constructed to target top-tier Canadian clientele and investors, follow-up on leads independently with relevant and timely information;
- Screening incoming prospect calls for strict team criteria of new clients, team is strict on quality over quantity for its new client onboarding;
- Assist in coordinating client-facing presentations and investor updates;
- Maintain complete, accurate, and up-to-date client and prospect records in CRM database;
Regular Client Portfolio Reviews (10%):
- Conduct client portfolio reviews and present sophisticated investment solutions;
- Monthly progress reports to senior team management;
- Regular client and prospect communication;
- Clear, articulate, communication to clients and prospects via e-mail, video conference, and phone calls.
Presentation of Investment Strategies (15%):
- Present potentially profitable investment opportunities to clients;
- Able to respond to client market enquiries effectively;
- Well-balanced reviews of client investment opportunities;
- Investment Due Diligence 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;
- 3+ years experience in the financial services industry, Wealth Management, Business Development, Banking, Corporate Finance, or similar;
- An undergraduate degree or higher level of education, CFA, CIM, CFP, CPA, MBA, or similar professional designation an asset;
- IIROC-licensed as a Registered Representative, Canadian Securities Course and Conduct and Practices Handbook Course;
- Experience with Investment Banking an asset;
- Must be client-focused and results-driven;
- Relationship-focused 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 cross-functional teams within the firm;
- Authentic, Competent, and Trustworthy;
- A sense of humour and a positive, life-long learner attitude;
- High attention to detail;
- Proficient in Microsoft Excel, PowerPoint, Adobe Acrobat, and SalesForce CRM software;
- Familiarity with Dataphile, Thomson One, Bloomberg, and EnvestNet portfolio management software a benefit.
