Wealth Advisor, Employee Accounts

Connor, Clark & Lunn group; Regina; Hybrid; CAD 95,000 - 140,000; Full time

Benefits offered by this job

Competitive compensation

Bonus structure and commission on new-

Retirement savings

Health benefits

Flexible work

Job summary

Connor, Clark & Lunn Financial Group is seeking a Wealth Advisor, Employee Accounts, to manage an established book of employee clients and cultivate relationships across the CC&L family. You will deliver investment planning and portfolio management with a focus on client service and referrals.

The role involves coaching and a focus on growth within a strong, pension-calibre investment framework and a hybrid work model. A CIM or CFA (Level 1) and undergraduate degree are expected.

Qualifications

• Experience in financial services focused on client service and advisory
• Ability to assess client needs and provide tailored investment guidance
• Strong communication and presentation skills
• Willingness to engage in business development and referrals

Responsibilities

• Provide exemplary client service and deliver investment planning and portfolio management for employees
• Assess client suitability for investments and explain asset allocation
• Handle day-to-day client requests with speed and accuracy
• Prepare documentation and coordinate with administration for new/existing accounts
• Conduct client meetings and provide tailored updates
• Lead outreach to expand the Employee Investment Program and drive referrals

Skills

Client service

Relationship building

Sales & business development

Investment knowledge

Education

Undergraduate degree

CIM or CFA (Level 1)

Job description

Becoming an 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.As an Wealth Advisor, Employee Accounts, you will represent a firm with an incredibly strong reputation and a pension-calibre investment offering that is innovative and evolving with the needs of clients and market opportunities. You will be part of a growing team attracted to working in clients’ best interest, managing over $22 billion of clients’ wealth today.An Wealth Advisor, Employee Accounts, you will be entrusted with managing an established book of employee clients while actively cultivating relationships within Connor, Clark Financial Group and its affiliates. They will also proactively identify and pursue opportunities for client referrals. Partnering closely with an experienced Sales Development Coach, the Associate Wealth Advisor will benefit from dedicated mentorship focused on business development and exceptional client service.**What You Will Do*** In this client-facing role, you will play a key part in delivering exceptional experiences to the firm’s employees while actively identifying and securing new client opportunities. You will also benefit from firm-led coaching and support tailored specifically to your professional growth. Your high-level job accountabilities will include: + Provide exemplary client service and the delivery of investment planning and portfolio management to employees participating in CC&L Employee Investment Program + Meet the requirements to assess client suitability for investments, guide asset allocation, convey asset class details and seek deep understanding of each client + Manage and execute day-to-day client requests, delivering a high level of personalized client service with speed and accuracy + Navigate requirements for all aspects of new and existing account documentation, execution on systems, and collaborate with administration support team + Conduct client meetings as needed, including preparing relevant documentation and providing tailored client updates + Implement strategic outreach initiatives to expand the Employee Investment Program’s reach and serve as the primary point of contact for employees throughout the firm + Proactively cultivate new business opportunities by leveraging employee referrals, building strong relationships within the firm to encourage client introductions + Demonstrate ability to gain self-sourced clients through appropriate networking and business development activities, with an emphasis on maximizing referral-driven growth + Participate as a team member and engage in ongoing learning and development to improve skills and knowledge**What You Bring*** The ideal candidate will be a strong client service professional with a foundation of knowledge in investments with an interest in sales and business development. With a strong foundation within financial services, this individual will have a desire to learn and seek continuous growth. In approaching the role, the candidate will fit within our high-growth firm and team culture, and work well alongside their colleagues with a positive mindset. Key attributes will be: + Strong customer service skills – ability to work quickly, with accuracy in fast-paced environment + Excellent interpersonal skills, emotional intelligence and a high level of integrity + Great communicator with excellent presentation abilities + Natural relationship building, collaboration and networking skills + Aptitude for direct high-net-worth client relationships + Interest and ability to understand financial markets and portfolio/investment management + Core skills to guide clients in an investment suitability assessment and asset allocation + Core skills to guide clients in portfolio construction and investment planning + Desire to learn new skills and topics related to a wealth planning conversation + Potential to confidently guide clients in wealth decisions, specifically investment advice + Industry experience; ability to be registered as AR or AAR + Undergraduate degree: and CIM or CFA (Level 1)**Competitive compensation**Wealth Advisor compensation is salary plus bonus structure and commission on external new assetsThe expected base salary range for this position is **$95,000 to $140,000**. Actual starting base salary will be determined based on the candidate’s relevant experience, skills and qualifications, as well as internal equity considerations. Further questions may be directed to the HR team during the interview process#LI-HYBRID #LI-RD1**What We Offer** At Connor, Clark & Lunn Financial Group, we’re \"invested in our greatest asset, you\". Our shared goals reflect what matters most to our people:* Your community: we foster belonging through collaboration, inclusion and flexibility. Enjoy social events, volunteering and a strong commitment to corporate social responsibility. Our flexible work practices are designed to support work-life balance and provide employees with flexibility in where and how they work* Your growth: we prioritize your development with meaningful work, continuous learning budgets, paid study days and support for professional designations.* Recognizing you: your contributions are rewarded with competitive total compensation, retirement savings support, wellness credits, enhanced parental leave, and comprehensive health benefits.For a closer look at how you can build your career with us, we invite you to explore cclgroup.com. We are committed to providing an inclusive, accessible recruitment and selection process. We welcome and encourage applications from people with disabilities. Accommodations are available on request for candidates taking part in all aspects of the recruitment and selection process. Please contact [e-mail] if you require accommodation. AI may be used to support certain stages of our screening & recruitment process. These tools support, but do not replace, human judgment and decision-making.