Wealth Advisor, Employee Accounts - Growth & Client Impact

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

Benefits offered by this job

Competitive compensation

Hybrid work environment

Retirement savings support

Wellness credits

Paid study days & professional design.

Job summary

Connor, Clark & Lunn Financial Group is seeking a Wealth Advisor, Employee Accounts, to manage an existing book of employee clients and grow the program through referrals.

You will deliver investment planning, portfolio management, and personalized client service while collaborating with CC&L affiliates. The role emphasizes relationship-building, integrity, and strong client outcomes in a fast-paced environment.

Qualifications

• Experience in investments with an interest in sales and business development.
• Strong customer service mindset with high integrity and professionalism.
• Excellent presentation, communication and interpersonal skills.

Responsibilities

• Provide exemplary client service and investment planning for employees in CC&L Employee Investment Program.
• Assess client suitability, guide asset allocation, and explain asset class details.
• Manage day-to-day client requests with speed and accuracy.
• Handle account documentation, systems execution, and coordinate with admin support.
• Conduct client meetings and provide tailored client updates.

Skills

Client service

Investment knowledge

Sales & business development

Relationship building

Communication

Networking

Client engagement

Education

Undergraduate degree: CIM or CFA (Level 1)

Job description

Connor, Clark & Lunn Financial Group is seeking a Wealth Advisor, Employee Accounts, to manage an existing book of employee clients and grow the program through referrals.

You will deliver investment planning, portfolio management, and personalized client service while collaborating with CC&L affiliates. The role emphasizes relationship-building, integrity, and strong client outcomes in a fast-paced environment.