Wealth Advisor - Employee Accounts | Flexible Work & Growth

Connor, Clark & Lunn Private Capital Ltd. (CC&L); Toronto; On-site; CAD 95,000 - 140,000; Full time

Benefits offered by this job

Flexible work practices

Professional development budgets

Study days and designation support

Health benefits

Job summary

Connor, Clark & Lunn Private Capital Ltd. (CC&L) seeks a Wealth Advisor, Employee Accounts to manage an established employee client book and drive referrals within CC&L Financial Group.

You will deliver investment planning, portfolio management, and exceptional service to employees in the firm’s Employee Investment Program, while collaborating with a Sales Development Coach for business development. The role emphasizes relationship building, asset allocation guidance, and proactive outreach to

Qualifications

• Strong client service professional with investments knowledge and interest in sales.
• Background in financial services with desire for growth and learning.
• Ability to fit within a high-growth team culture and collaborate.
• Willingness to pursue AR/AAR registration.

Responsibilities

• Provide exemplary client service and investment planning to employees in the CC&L Employee Investment Program.
• Assess client suitability, guide asset allocation, and explain asset classes.
• Manage day-to-day client requests with speed and accuracy.
• Navigate account documentation and collaborate with admin support team.
• Conduct client meetings and prepare tailored updates.
• Lead outreach to expand the Employee Investment Program and serve as primary contact.
• Cultivate new business through referrals and internal networking.
• Demonstrate networking and business development to source clients.
• Participate in team learning and development.

Skills

Client service orientation

Relationship building

Communication skills

Investments knowledge

Sales & business development mindset

Education

Undergraduate degree; CIM or CFA Level 1

Job description

Connor, Clark & Lunn Private Capital Ltd. (CC&L) seeks a Wealth Advisor, Employee Accounts to manage an established employee client book and drive referrals within CC&L Financial Group.

You will deliver investment planning, portfolio management, and exceptional service to employees in the firm’s Employee Investment Program, while collaborating with a Sales Development Coach for business development. The role emphasizes relationship building, asset allocation guidance, and proactive outreach to