Elevate your career as a Wealth Advisor, Employee Accounts with CC&L Private Capital. Help clients achieve financial goals while providing exceptional service and expert investment management.
In this pivotal client-facing role, you'll manage an established book of employee clients while cultivating valuable relationships within the Connor, Clark Financial Group. You will work closely with a Sales Development Coach, receiving mentorship focused on business growth and delivering tailored investment planning. Your responsibilities include executing client requests and participating actively in the Employee Investment Program.
Key Responsibilities:
- Deliver exemplary investment planning to Employee Investment Program participants
- Assess client suitability and asset allocation for investments
- Execute day-to-day client requests with accuracy
- Conduct client meetings and prepare relevant documentation
- Proactively seek new client opportunities from employee referrals
Requirements:
- Strong foundation in investments and client service
- Excellent communication and interpersonal skills
- Undergraduate degree; CIM or CFA (Level 1) preferred
- Experience in financial services; must be eligible for AR or AAR
- Desire for continuous learning and development
Become a trusted advisor in investments and client service with CC&L Private Capital.
Wealth Advisor for Employee Accounts in Calgary employer: Connor, Clark & Lunn Private Capital Ltd.
At Connor, Clark & Lunn Financial Group, we pride ourselves on being an exceptional employer that values our employees as our greatest asset. With a strong commitment to professional growth, we offer continuous learning opportunities, flexible work practices, and a collaborative culture that fosters inclusion and community engagement. Join us in a rewarding career as a Wealth Advisor, where you will not only help clients achieve their financial goals but also thrive in a supportive environment that recognizes and rewards your contributions.
Contact Details:
Connor, Clark & Lunn Private Capital Ltd. Recruitment Team
