Wealth Advisor, Employee Accounts β€” Growth & Flexibility in Calgary

Wealth Advisor, Employee Accounts β€” Growth & Flexibility in Calgary

Calgary Full-Time On-site
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Connor, Clark & Lunn Private Capital Ltd. (CC&L) seeks a Wealth Advisor, Employee Accounts, to manage an established employee client book within the CC&L Employee Investment Program, delivering investment planning and personalized service.

Join a high-growth team with coaching support and opportunities to build referrals, while pursuing AR or AAR registration and contributing to client success across the firm.

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Wealth Advisor, Employee Accounts β€” Growth & Flexibility in Calgary employer: Connor, Clark & Lunn Private Capital Ltd. (CC&L)

Join a leading investment management firm in Vancouver, where we prioritise employee growth and foster a collaborative work culture. With competitive salaries starting at $65,000 and performance bonuses, we offer meaningful opportunities for advancement while supporting our team in delivering exceptional service to high-net-worth clients. Experience the unique advantage of working in a vibrant city that combines professional development with a rich lifestyle.

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Contact Details:

Connor, Clark & Lunn Private Capital Ltd. (CC&L) Recruitment Team