Independent Wealth Advisor | Own Your Practice & Grow

Connor, Clark & Lunn Private Capital Ltd. (CC&L); Vancouver; On-site; CAD 90,000 - 130,000; Full time

Job summary

CC&L Private Capital Ltd. in Canada is seeking Wealth Advisors to build and manage a book of high net worth clients across Vancouver, Edmonton, Calgary, Regina, Toronto and Montreal.

You will deliver tailored wealth planning with boutique service and leverage a strong network to grow your practice. You will receive dedicated coaching and an ownership opportunity, with a focus on client outcomes and independence within a supportive, growing team responsible for managing over major client

Qualifications

• Five to ten years of related industry experience.
• Undergraduate degree: CIM + 2 years Registered Investment Management Experience or CFA required.
• Preference of having current registration or confidence to gain AAR or CRM-AR registration with the appropriate Securities Commissions on hire.

Responsibilities

• Build and grow your own client practice via business development within your network.
• Develop and maintain relationships with lawyers, accountants, and referral partners.
• Maintain client relationships through markets with proactive, exceptional service.
• Assess suitability and lead wealth planning for high net worth clients.

Skills

Business development

Sales

Entrepreneurial spirit

Education

CIM + RIM experience or CFA

Job description

CC&L Private Capital Ltd. in Canada is seeking Wealth Advisors to build and manage a book of high net worth clients across Vancouver, Edmonton, Calgary, Regina, Toronto and Montreal.

You will deliver tailored wealth planning with boutique service and leverage a strong network to grow your practice. You will receive dedicated coaching and an ownership opportunity, with a focus on client outcomes and independence within a supportive, growing team responsible for managing over major client