At a Glance
- Tasks: Manage employee investment accounts and provide tailored financial advice.
- Company: Join a leading private capital firm with a focus on growth and flexibility.
- Benefits: Flexible work options, competitive salary, and opportunities for professional development.
- Other info: Dynamic team environment with ample growth opportunities.
- Why this job: Make a real difference in employees' financial futures while building strong relationships.
- Qualifications: Strong communication skills and a passion for finance are essential.
The predicted salary is between 67500 - 82500 $ per year.
Connor, Clark & Lunn Private Capital Ltd. (CC&L) seeks a Wealth Advisor, Employee Accounts to manage an established employee client book and drive referrals within CC&L Financial Group. You will deliver investment planning, portfolio management, and exceptional service to employees in the firm’s Employee Investment Program, while collaborating with a Sales Development Coach for business development. The role emphasizes relationship building, asset allocation guidance, and proactive outreach.
Wealth Advisor in Toronto 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
