Elevate your career as a Wealth Advisor with CC&L Private Capital, actively engaged in driving financial success for employee clients. This role offers hands-on mentorship and exceptional investment and portfolio management service.
As a Wealth Advisor focusing on Employee Accounts, you will manage a significant book of clients while leveraging strong relationships within Connor, Clark Financial Group. Your responsibilities will include client meetings and proactive outreach to foster new business opportunities. You will receive tailored coaching, enhancing your skills in exceptional client service and investment strategies.
Key Responsibilities:
- Deliver exemplary investment planning and portfolio management
- Guide clients through asset allocation and suitability assessments
- Manage daily requests with precision and care
- Collaborate on account documentation and execution
- Conduct comprehensive client meetings for tailored updates
Requirements:
- Proven experience in financial services
- Undergraduate degree, CIM or CFA (Level 1) is preferred
- Strong client service and relationship-building skills
- Ability to thrive in a team-oriented, collaborative culture
- Desire for continuous growth and learning
Harness your expertise in investments to guide employee clients toward their financial goals at CC&L Private Capital.
Wealth Advisor for Employee Accounts in Edmonton 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.
Contact Details:
Connor, Clark & Lunn Private Capital Ltd. (CC&L) Recruitment Team
