Wealth Advisor — Build Your Own Practice & Ownership

Connor, Clark & Lunn Private Capital Ltd. (CC&L); Winnipeg; On-site; CAD 70,000 - 120,000; Full time

Benefits offered by this job

Competitive compensation

Dedicated coaching and mentoring

Employee ownership opportunity

Job summary

Connor, Clark & Lunn Private Capital Ltd. (CC&L) is seeking a Wealth Advisor in Montreal. In this role, you will build your own practice, nurture relationships, and provide exceptional client service. Ideal candidates have five to ten years of sales experience, strong business development skills, and an understanding of financial markets. CC&L offers competitive compensation and support for growth through dedicated coaching and mentoring. Join us to help clients achieve their financial goals while benefiting from a model of employee ownership.

Qualifications

• Five to ten years of related industry experience.
• Preference of current registration or confidence to gain AAR/CRM-AR registration.
• Experience in client servicing.

Responsibilities

• Build a practice of new clients through business development activities.
• Maintain client relationships throughout varying market conditions.
• Guide clients in investment suitability assessments.

Skills

Business development

Sales skills

Interpersonal skills

Emotional intelligence

Relationship building

Understanding of financial markets

Presentation abilities

Education

Undergraduate degree

CIM + 2 years Registered Investment Management Experience or CFA

Job description

Connor, Clark & Lunn Private Capital Ltd. (CC&L) is seeking a Wealth Advisor in Montreal. In this role, you will build your own practice, nurture relationships, and provide exceptional client service. Ideal candidates have five to ten years of sales experience, strong business development skills, and an understanding of financial markets. CC&L offers competitive compensation and support for growth through dedicated coaching and mentoring. Join us to help clients achieve their financial goals while benefiting from a model of employee ownership.