Wealth Advisor, Employee Accounts: Grow Client Wealth

Connor, Clark & Lunn Private Capital Ltd.; Saskatoon; Hybrid; CAD 95,000 - 140,000; Full time

Benefits offered by this job

Salary plus bonus

Commission on external new assets

Mentorship and development

Job summary

Connor, Clark & Lunn Private Capital Ltd. is seeking a Wealth Advisor, Employee Accounts, to help clients achieve financial goals with a pension-calibre investment offering and strong reputation.

In this client-facing role, you will manage an established book of employee clients, cultivate relationships within CC&L Financial Group, and pursue referrals. You will receive mentorship and coaching to grow business development and deliver exceptional client service.

Qualifications

• Strong client service skills with speed and accuracy
• Excellent interpersonal skills and integrity
• Great communicators with presentation abilities
• Natural relationship building and networking abilities
• Interest in financial markets and portfolio management
• Ability to guide clients in investment suitability
• Ability to guide portfolio construction and planning
• Willingness to learn and grow in wealth planning
• Industry experience; AR or AAR registration possible

Responsibilities

• Provide exemplary client service and investment planning for employees in the CC&L Employee Investment Program
• Assess client suitability and guide asset allocation and asset class details
• Manage day-to-day client requests with speed and accuracy
• Prepare documentation and collaborate with admin support
• Conduct client meetings and provide tailored updates
• Expand reach of the Employee Investment Program through outreach
• Cultivate new business opportunities via referrals and internal relationships
• Demonstrate self-sourcing of clients through networking and growth
• Engage in ongoing learning to improve skills

Skills

Client service

Relationship building

Communication

Networking

Education

Undergraduate degree

CIM or CFA (Level 1)

Job description

Connor, Clark & Lunn Private Capital Ltd. is seeking a Wealth Advisor, Employee Accounts, to help clients achieve financial goals with a pension-calibre investment offering and strong reputation.

In this client-facing role, you will manage an established book of employee clients, cultivate relationships within CC&L Financial Group, and pursue referrals. You will receive mentorship and coaching to grow business development and deliver exceptional client service.