Wealth Advisor

CC&L Private Capital; Toronto; Hybrid; CAD 80,000 - 120,000; Full time

Job summary

Join a leading investment management firm as a Wealth Advisor where you'll leverage your sales skills and industry experience. This role offers significant autonomy and the opportunity to develop a strong client network, with a focus on high-net-worth individuals and not-for-profits. The company provides comprehensive support and an entrepreneurial culture, encouraging applicants with a drive for independence and success.

Qualifications

• 5-10 years of related industry experience.
• Current registration or readiness to obtain AAR or CRM-AR registration.
• Experience in Registered Investment Management.

Responsibilities

• Pursue business development with high-net-worth individuals and not-for-profits.
• Guide clients in investment suitability assessments.
• Build and manage client relationships effectively.

Skills

Business development

Sales

Interpersonal skills

Networking

Communication

Emotional intelligence

Financial markets understanding

Client servicing

Education

Undergraduate degree

CIM (Chartered Investment Manager)

CFA (Chartered Financial Analyst)

Job description

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 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 Canada's 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 $127 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 explorehttps : / / cclprivatecapital.com / careers / wealth-advisors. CC&L 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. To apply for this position, please submit your resume and cover letter combined as one PDF document. We thank all applicants in advance for their interest, but only those candidates shortlisted for interviews will be contacted.No telephone calls or recruitment agencies will be accepted. #LI-HYBRID #LI-RC1 Apply for this Position