At a Glance
- Tasks: Manage employee client accounts and build strong relationships for growth.
- Company: Join Connor, Clark & Lunn Private Capital, a leader in wealth management.
- Benefits: Enjoy a hybrid work model, mentorship, and professional development opportunities.
- Other info: Collaborative environment with a focus on exceptional service and client success.
- Why this job: Make a real difference in clients' financial journeys while growing your career.
- Qualifications: Strong communication skills and a passion for investment planning.
The predicted salary is between 72000 - 88000 $ per year.
Connor, Clark & Lunn Private Capital Ltd. seeks a Wealth Advisor, Employee Accounts, to manage an established employee client book and grow the program through referrals and client relationships.
The role emphasizes exceptional service, investment planning, and collaboration with CC&L Financial Group and affiliates.
You will work with a coaching and mentorship program focused on business development, client growth, and high-quality service delivery across the firm.
#J-18808-Ljbffr
Wealth Advisor – Hybrid in Vancouver employer: Connor, Clark & Lunn Private Capital Ltd.
Connor, Clark & Lunn Private Capital Ltd. is an exceptional employer that prioritizes employee growth and development through a robust coaching and mentorship program. Located in a dynamic hybrid work environment, we foster a culture of collaboration and high-quality service delivery, ensuring our Wealth Advisors thrive while managing established client relationships and expanding their portfolios. Join us to be part of a team that values exceptional service and offers meaningful opportunities for professional advancement.
Contact Details:
Connor, Clark & Lunn Private Capital Ltd. Recruitment Team
