Wealth Advisor

Connor, Clark & Lunn Private Capital Ltd.; Regina; On-site; CAD 70,000 - 110,000; Full time

Benefits offered by this job

Share ownership

Coaching & mentorship

Marketing budget

Own your book

Job summary

Connor, Clark & Lunn Private Capital Ltd. is seeking a Wealth Advisor to join a growing, employee-owned investment management team.

You will build and manage a client book, focusing on high-net-worth individuals and not-for-profits, delivering tailored wealth planning and relationship-driven service. You will work with an experienced coaching group to grow your practice, leverage a strong investment platform, and participate in succession planning.

Qualifications

• Undergraduate degree; CIM + 2 years RI experience or CFA required.
• Proven sales and business development experience with high-net-worth clients.
• Willingness to pursue securities registrations as needed.

Responsibilities

• Build your own client base through business development activities sourced from your network.
• Maintain relationships with lawyers, accountants, and other centers-of-influence, including independent advisors.
• Provide proactive, exceptional service to clients and manage wealth in varying market conditions.
• Advise on asset allocation, wealth planning, and suitability conversations with high net worth clients.

Skills

Business Development

Sales Experience

Networking

Client Service

Financial Markets

Education

CIM designation

CFA designation

Registered Investment Management Experience (2 years)

CRM-AR/AAR registration preferred

Job description

Becoming a Wealth Advisor with CC&L Private Capital may be the only career move you ever need to make. Join one of Canada's 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 Canada’s 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 $20 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 practice's 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 support. Our 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 advisors.This 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 registrationor 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

#LI-HYBRID #LI-RD1

For a closer look at how you can build your career with us, we invite you to explore cclgroup.com .

CC&L Financial Group 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.

Your application will be reviewed by a member of the hiring team - AI is not used in the screening, assessment or selection of applications at this time.