Wealth Advisor, Employee Accounts - Hybrid & Growth in Vancouver

Wealth Advisor, Employee Accounts - Hybrid & Growth in Vancouver

Vancouver Full-Time On-site
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Connor, Clark & Lunn Financial Group is seeking a Wealth Advisor for Employee Accounts in Canada. You will deliver investment planning and portfolio management to employees, build trusted relationships, and drive growth through referrals. The role emphasizes client-centric service, mentorship, and opportunities to expand the program within the firm.

You will engage in meetings, tailor updates, and navigate documentation while collaborating with support teams to ensure a high level of service.

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Wealth Advisor, Employee Accounts - Hybrid & Growth in Vancouver employer: Connor, Clark & Lunn group

At CC&L Financial Group, we pride ourselves on being a top employer in Canada, offering a dynamic work environment that fosters innovation and collaboration. Our hybrid work model allows for flexibility while our commitment to employee growth ensures that you will have ample opportunities to develop your skills and advance your career. Join us to be part of a supportive culture where your contributions directly impact our investment technology landscape and help shape the future of asset management.

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Contact Details:

Connor, Clark & Lunn group Recruitment Team