Senior Associate, Business Development

Competitive Total Compensation Range: $100-$140K annually depending on experience & credentials.
Target Start Date: November 2nd, 2026 or January 4th, 2027About Stenner Wealth Partners+Stenner Wealth Partners+ (SWP+) is an in person/virtual Multi-Family Office/Outsourced CIO Consulting team of financial/wealth specialists with a boutique approach and global perspective. SWP+ serves Canadian and US investors/households with generally a minimum of 10M+ in investable assets (or 25M+ net worth). As a CG Wealth Management team, SWP+ is a highly exclusive practice team with one of Canada’s largest independent wealth management firms. Client range of net worths: between $25M and $3B+. They strategically limit new client engagements, onboarding a select number of new key relationships annually to ensure a highly personalized and focused approach. SWP+ is also a member of Canadian Family Offices.
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 and team contribution.“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 to help the team meet and engage with new prospects and qualified clients.
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.comTeam LinkedIn: linkedin.com/company/stenner-wealth-partnersWho 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. As of June 30th 2026, $160.2B in client assets globally.
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 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, includ