Wealth Advisor in Winnipeg

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.

As a Wealth Advisor, Employee Accounts, you will represent a firm with an incredibly strong reputation and a pension-calibre investment offering that is innovative and evolving with the needs of clients and market opportunities. You will be part of a growing team attracted to working in clients’ best interest, managing over $22 billion of clients’ wealth today.

You will be entrusted with managing an established book of employee clients while actively cultivating relationships within Connor, Clark Financial Group and its affiliates. You will also proactively identify and pursue opportunities for client referrals. Partnering closely with an experienced Sales Development Coach, you will benefit from dedicated mentorship focused on business development and exceptional client service.

What You Will Do

• Provide exemplary client service and the delivery of investment planning and portfolio management to employees participating in CC&L Employee Investment Program.
• Meet the requirements to assess client suitability for investments, guide asset allocation, convey asset class details and seek deep understanding of each client.
• Manage and execute day-to-day client requests, delivering a high level of personalized client service with speed and accuracy.
• Navigate requirements for all aspects of new and existing account documentation, execution on systems, and collaborate with administration support team.
• Conduct client meetings as needed, including preparing relevant documentation and providing tailored client updates.
• Implement strategic outreach initiatives to expand the Employee Investment Program’s reach and serve as the primary point of contact for employees throughout the firm.
• Proactively cultivate new business opportunities by leveraging employee referrals, building strong relationships within the firm to encourage client introductions.
• Demonstrate ability to gain self-sourced clients through appropriate networking and business development activities, with an emphasis on maximizing referral-driven growth.
• Participate as a team member and engage in ongoing learning and development to improve skills and knowledge.

What You Bring

• Strong customer service skills – ability to work quickly, with accuracy in fast-paced environment.
• Excellent interpersonal skills, emotional intelligence and a high level of integrity.
• Great communicator with excellent presentation abilities.
• Natural relationship building, collaboration and networking skills.
• Aptitude for direct high-net-worth client relationships.
• Interest and ability to understand financial markets and portfolio/investment management.
• Core skills to guide clients in an investment suitability assessment and asset allocation.
• Core skills to guide clients in portfolio construction and investment planning.
• Desire to learn new skills and topics related to a wealth planning conversation.
• Potential to confidently guide clients in wealth decisions, specifically investment advice.
• Industry experience; ability to be registered as AR or AAR.
• Undergraduate degree: and CIM or CFA (Level 1).

Competitive compensation

Wealth Advisor compensation is salary plus bonus structure and commission on external new assets. The expected base salary range for this position is $95,000 to $140,000. Actual starting base salary will be determined based on the candidate’s relevant experience, skills and qualifications, as well as internal equity considerations.

What We Offer

• Your community: we foster belonging through collaboration, inclusion and flexibility. Enjoy social events, volunteering and a strong commitment to corporate social responsibility. Our flexible work practices are designed to support work-life balance and provide employees with flexibility in where and how they work.
• Your growth: we prioritize your development with meaningful work, continuous learning budgets, paid study days and support for professional designations.
• Recognizing you: your contributions are rewarded with competitive total compensation, retirement savings support, wellness credits, enhanced parental leave, and comprehensive health benefits.

We are committed to providing an inclusive, accessible recruitment and selection process. We welcome and encourage applications from people with disabilities. Accommodations are available on request for candidates taking part in all aspects of the recruitment and selection process.