Connor, Clark & Lunn Private Capital Ltd.
Financial Services
WealthAdvisor
Neural analysis suggests this role is
optimal for Mid+ candidates.
“Wealth Advisor at Connor, Clark & Lunn Private Capital Ltd. . Skills: Client acquisition, Relationship management, Wealth management. Build practice of new clients. Develop business development activities”
What You'll Achieve.
Achieve unique financial goals; Grow book of business; Attract and retain clients
Industry & Context.
What They're Looking For.
Must Have
5 to 10 years related industry experience, Undergraduate degree, CIM + 2 years Registered Investment Management Experience, CFA required
Nice to Have
Current registration or confidence to gain AAR or CRM-AR registration
What You'll Do.
Build practice of new clients
Develop business development activities
Build and maintain relationships with lawyers
Build and maintain relationships with accountants
Build and maintain relationships with centres-of-influence
Build and maintain relationships with independent financial advisors
Maintain client relationships
Provide proactive service
Provide exceptional service
Assess investment suitability
Guide asset allocation
Convey asset class understanding
Lead financial advisory conversations
How You'll Work.
Team & Collaboration
Work alongside colleagues
Communication Scope
Presentation abilities
Full Job Description
Becoming a Wealth Advisor with CC&L Private Capital may be the only career move you ever need to make. Join one of Canada's largest independent and privately held discretionary investment managers and help clients achieve their unique financial goals while providing exemplary service. Our independence allows us to attract and retain top talent with a model of employee ownership that aligns your interests with our clients'. We are currently hiring for Wealth Advisors in all offices: Vancouver, Edmonton, Calgary, Regina, Toronto, and Montreal. Why become a Wealth Advisor at CC&L Private Capital? You will represent one of Canada’s largest, employee-owned investment managers with an incredibly strong reputation where you can own part of the business and be personally aligned with clients You will introduce clients to a pension-caliber investment offering that is innovative and evolving with the needs of clients and market opportunities You will focus on attracting and retaining clients by ensuring a boutique service offering and wealth planning tailored to their family aspirations You will build a practice with dedicated coaching support from day one You will be part of a growing team attracted to working in clients’ best interest, managing over $20 billion of clients’ wealth today Share Ownership CC&L Private Capital believes that attracting and retaining talent is the foundation for business success. Therefore, we create a strong alignment of interests by offering Wealth Advisors the opportunity to become owners of our business. The ownership offer differentiates the quality of the talent we attract to this fulfilling role, in addition to our competitive compensation package. Competitive Compensation To get started, we offer dedicated coaching and mentoring, as well as a secure salary and marketing budget to introduce you and our offering to your community. Bridging to a commission structure aligns your practice's growth potential with our strong track record of succe
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