Wealth Advisor

CC&L Private Capital; Vancouver; On-site; CAD 60,000 - 100,000; Full time

Job summary

An established industry player seeks a dynamic Wealth Advisor to leverage their network and drive business development. This role emphasizes independence while fostering collaboration within a supportive environment. Ideal candidates will possess strong sales acumen, exceptional interpersonal skills, and a deep understanding of financial markets. With the opportunity to build a practice and enjoy significant autonomy, this position offers a unique chance to thrive in a thriving entrepreneurial culture. Join a leading asset management firm committed to diversity and inclusion, where your contributions will make a meaningful impact.

Qualifications

• 5-10 years of relevant industry experience required.
• Must be able to guide clients through investment suitability assessments.

Responsibilities

• Pursue business development activities with high-net-worth individuals.
• Engage with current clients and independent financial advisors.

Skills

Business Development

Sales

Interpersonal Skills

Emotional Intelligence

Networking Skills

Communication Skills

Investment Management

Client Servicing

Education

Undergraduate Degree

CIM Certification

CFA Certification

Job description

The ideal candidate will be a successful salesperson with strong industry experience interested in leveraging 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 through independent financial advisors. This individual should also have experience in client servicing and be prepared to engage with current clients of the firm as needed.

With a solid foundation of training and coaching, the candidate should be receptive to support and eager to achieve success more quickly. While valuing independence, the candidate must also fit within our entrepreneurial culture and collaborate effectively with colleagues. Key attributes include:

1. An aptitude for business development, sales, and an entrepreneurial spirit
2. Excellent interpersonal skills, emotional intelligence, and high integrity
3. Natural relationship-building and networking skills
4. Strong communication and presentation abilities
5. Deep understanding of financial markets and investment management
6. Ability to guide clients through investment suitability assessments
7. Interest in building an asset with unlimited upside and significant autonomy
8. Five to ten years of relevant industry experience
9. Current registration or confidence to obtain AAR or CRM-AR registration with the Securities Commissions upon hire
10. Undergraduate degree; CIM + 2 years of Registered Investment Management Experience or CFA certification

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 over 40 years of history and offices across Canada, the US, the UK, and India, CC&LFG and its affiliate firms manage over $127 billion in assets, offering a diverse range of traditional and alternative investment products and solutions to institutional, high-net-worth, and retail clients.

For more information about a career as a Wealth Advisor at CC&L Private Capital, please visit https://cclprivatecapital.com/careers/wealth-advisors. CC&L is committed to diversity and inclusion and is proud to be an equal opportunity employer. All qualified applicants will be considered without regard to gender, ethnicity, religion, sexual orientation, disability, or age.

To apply, please submit your resume and cover letter combined as a single PDF document. We thank all applicants for their interest; only shortlisted candidates will be contacted. No telephone inquiries or recruitment agencies please. #LI-HYBRID #LI-RC1