At a Glance
- Tasks: Manage employee client accounts and deliver personalized investment planning.
- Company: Join Connor, Clark & Lunn Financial Group, a leader in wealth management.
- Benefits: Enjoy competitive pay, professional growth, and a supportive team environment.
- Other info: Fast-paced environment with opportunities for career advancement.
- Why this job: Make a real impact by helping clients achieve their financial goals.
- Qualifications: Strong relationship-building skills and a passion for client service.
The predicted salary is between 67500 - 82500 $ per year.
Connor, Clark & Lunn Financial Group is seeking a Wealth Advisor, Employee Accounts, to manage an existing book of employee clients and grow the program through referrals.
You will deliver investment planning, portfolio management, and personalized client service while collaborating with CC&L affiliates.
The role emphasizes relationship-building, integrity, and strong client outcomes in a fast-paced environment.
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Wealth Advisor in Winnipeg 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.
Contact Details:
Connor, Clark & Lunn group Recruitment Team
