Wealth Advisor

Crestpoint Real Estate Investments; Calgary; Hybrid; CAD 70,000 - 100,000; Full time

Job summary

A leading investment management firm in Canada is seeking Wealth Advisors to help clients achieve their financial goals. Wealth Advisors will focus on business development and client maintenance, benefiting from a coaching support system. With an entrepreneurial spirit, you’ll have the opportunity to grow your own practice and become part of an employee-owned investment team.

Benefits

Competitive compensation

Coaching and mentoring

Opportunity for share ownership

Qualifications

• Five to ten years of related industry experience.
• Preference for current registration or ability to gain AAR or CRM-AR registration.
• Ability to assess investment suitability.

Responsibilities

• Building a practice of new clients through business development activities.
• Maintaining relationships with high net worth clients.
• Providing proactive and exceptional service.

Skills

Business development

Sales

Interpersonal skills

Relationship building

Communication

Financial markets

Education

Undergraduate degree

CIM or CFA

Job description

Calgary AB

Becoming a Wealth Advisor with CC&L Private Capital may be the only career move you ever need to make. Join one of Canadas largest independent and privately held discretionary investment managers and help clients achieve their unique financial goals while providing exemplary service. Our independence allows us to attract and retain top talent with a model of employee ownership that aligns your interests with our clients.

We are currently hiring for Wealth Advisors in all offices : Vancouver Edmonton Calgary Regina Toronto and Montreal.

Why become a Wealth Advisor at CC&L Private Capital

• You will represent one of Canadas largest employee-owned investment managers with an incredibly strong reputation where you can own part of the business and be personally aligned with clients
• You will introduce clients to a pension-caliber investment offering that is innovative and evolving with the needs of clients and market opportunities
• You will focus on attracting and retaining clients by ensuring a boutique service offering and wealth planning tailored to their family aspirations
• You will build a practice with dedicated coaching support from day one
• You will be part of a growing team attracted to working in clients best interest managing over $15 billion of clients wealth today

Share Ownership

CC&L Private Capital believes that attracting and retaining talent is the foundation for business success. Therefore we create a strong alignment of interests by offering Wealth Advisors the opportunity to become owners of our business. The ownership offer differentiates the quality of the talent we attract to this fulfilling role in addition to our competitive compensation package.

Competitive Compensation

To get started we offer dedicated coaching and mentoring as well as a secure salary and marketing budget to introduce you and our offering to your community. Bridging to a commission structure aligns your practices growth potential with our strong track record of success.

Support to Grow Your Book of Business

As a Wealth Advisor you can expect career-long experienced coaching team will work directly with you as you progress your career at CC&L Private Capital from growing your book of business through to succession planning. Early-years coaching will guide you through our proven process for bringing new clients onboard with trust and confidence while Wealth Advisors at more advanced stages benefit from bespoke one-on-one mentorship across all aspects of helping clients achieve their financial aspirations.

What You Will Do

CC&L Private Capital has a significant opportunity to capture new business in the direct high net worth and not-for-profit market as well as through partnerships with the independent financial advisor community. High level job accountabilities include :

• Building your own practice of new clients through appropriate business development activities sourced from within your ever-growing network
• Building and maintaining relationships with lawyers accountants and other centres-of-influence including independent financial advisors as referral partners
• Maintaining client relationships throughout varying market and performance conditions by providing clients with proactive and exceptional service
• Establishing immediate credibility with successful sophisticated high net worth clients when assessing suitability guiding asset allocation conveying asset class understanding leading wealth planning and other financial advisory conversations

What You Bring

The ideal candidate will be a successful salesperson with strong industry experience interested in using their existing network to establish a practice at CC&L Private Capital. They will pursue business development activities directly with high-net-worth individuals and not-for-profits or by way of independent financial individual will also be experienced in client servicing and be able to step into this role immediately with clients of the firm as needed. With a strong foundation of training and coaching this individual will be open to this support and gaining success more quickly as a result. While driven by independence the candidate will fit within our entrepreneurial spirited culture and work well alongside colleagues.

Key attributes will be :

• An aptitude for business development sales and an entrepreneurial spirit
• Excellent interpersonal skills emotional intelligence and a high level of integrity
• Natural relationship building and networking skills
• Great communicator with excellent presentation abilities
• Deep understanding of financial markets and investment management
• Ability to guide clients in an investment suitability assessment
• An interest to build an asset with unlimited upside with significant autonomy
• Five to ten years of related industry experience
• Preference of having current registration or confidence to gain AAR or CRM-AR registration with the appropriate Securities Commissions on hire
• Undergraduate degree; CIM 2 years Registered Investment Management Experience or CFA required

CC&L Private Capital is part of Connor Clark & Lunn Financial Group Ltd. (CCLFG) one of Canadas largest privately owned asset management firms. With more than 40 years of history and offices across Canada and in the US the UK and India CC&LFG and our multi-boutique family ofaffiliatefirms collectively manage over $139 billion in assets providing a diverse range of traditional and alternative investment products and solutions to institutional high-net-worth and retail clients.

For more information on why becoming a Wealth Advisor at CC&L Private Capital may be the only career move you ever need to make we invite you to explore is committed to creating a diverse and inclusive environment and is proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to gender ethnicity religion sexual orientation or expression disability or age.

We thank all applicants in advance for their interest but only those candidates shortlisted for interviews will be telephone calls or recruitment agencies will be accepted.

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Required Experience :

Unclear Seniority

Key Skills

Experience : years

Vacancy : 1

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