Administrative Assistant

Administrative Assistant - Stenner Wealth Partners+

Vancouver (Full-time office)  

Competitive Total Compensation Range: $50 to $70K annually depending on experience & credentials.

Target Start Date: November 2, 2026 or January 4, 2027

About 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.com

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. 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

• Provide day-to-day administrative support to the Lead Investment Advisor, Thane Stenner and the SWP+ team.
• Manage complex calendars, schedule internal and client meetings, coordinate virtual meetings, arrange boardrooms and meeting logistics for in-person meetings, and proactively resolve scheduling conflicts and competing priorities.
• Coordinate business travel, conferences, reservations, team events, client events, and in-office meeting logistics.
• Prepare, format, and organize correspondence, presentations, reports, spreadsheets, meeting materials, and other business documents.
• Monitor team phone lines and voicemail, respond to routine inquiries, and direct clients, prospects, and external contacts to the appropriate team member.
• Maintain accurate electronic records, contact information, databases, document folders, and confidential files in accordance with firm procedures.
• Process expense reports, maintain expense records, reconcile receipts, and assist with basic tracking and budgeting tasks.
• Track and manage annual marketing expenses, budgets, and vendor invoices to ensure accurate reporting and timely payment.
• Help maintain team workflows, task lists, recurring reminders, and status updates so deadlines and service commitments are followed through.
• Coordinate with internal departments, service teams, vendors, and other professional contacts to help resolve administrative requests.
• Provide basic technology and meeting support, including assistance with video conferencing, document formatting, printers, and standard office devices.
• Identify opportunities to improve administrative processes, templates, filing practices, and team efficiency.
• Assist with special projects and provide backup administrative coverage as required.

Skills & Qualifications

• Minimum three years of administrative, executive assistant, client service, or office coordination experience; experience in wealth management, financial services, legal, accounting, or another professional services environment is an asset.
• Post-secondary education in business administration, office administration, finance, or a related field is preferred; an equivalent combination of education and experience will be considered.
• Excellent written and verbal communication skills, with strong proofreading, grammar, and document-formatting abilities.
• Exceptional organization, prioritization, and follow-through, with the ability to manage multiple deadlines and changing priorities in a fast-paced environment.
• Strong client-service and interpersonal skills, with a professional, warm, and solutions-focused approach.
• Sound judgment, discretion, integrity, and the ability to handle confidential client, employee, and business information appropriately.
• High attention to detail and accuracy when working with documents, data, schedules, and follow-up items.
• Ability to work effectively both independently and collaboratively in a team environment.
• Advanced proficiency with Microsoft 365, including Outlook, Word, Excel, PowerPoint, Teams, and SharePoint.
• Experience with Adobe Acrobat, Docusign, Zoom, and customer relationship management systems such as Salesforce and Maximizer is preferred.
• Comfort learning new software and using technology to improve organization, communication, and workflow efficiency.
• Positive, adaptable, dependable, and committed to continuous learning and high-quality client service.
• Fluency in English is required; proficiency in another language is an asset.
• Legally entitled to work in Canada.

Shortlisted candidates will be asked to complete a 15-minute confidential Financial DNA Survey link online prior to in-person 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.

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.

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.

#LI-SK1 #LI-Onsite #INDHP

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.