Wealth Advisor, Employee Accounts — Growth & Flexibility

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

Benefits offered by this job

Competitive compensation

Flexible work practices

Professional development

Health benefits

Retirement savings

Parental leave

Job summary

Connor, Clark & Lunn Private Capital Ltd. (CC&L) seeks a Wealth Advisor, Employee Accounts, to manage an established employee client book within the CC&L Employee Investment Program, delivering investment planning and personalized service.

Join a high-growth team with coaching support and opportunities to build referrals, while pursuing AR or AAR registration and contributing to client success across the firm.

Qualifications

• Strong client service experience in financial services.
• Willingness to obtain AR or AAR registration.
• Undergraduate degree; CIM or CFA Level 1 desirable.

Responsibilities

• Deliver investment planning and portfolio management to employees in CC&L Employee Investment Program.
• Assess client suitability for investments and guide asset allocation.
• Handle day-to-day client requests with fast, accurate service.
• Prepare documentation and coordinate with administration for accounts.
• Conduct client meetings and provide tailored updates.
• Expand the Employee Investment Program through outreach and referrals.
• Develop self-sourced client relationships through networking and business development.
• Collaborate with team and engage in ongoing learning.

Skills

Client service

Sales and business development

Investments knowledge

Relationship building

Networking

Communication skills

Industry experience

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 within the CC&L Employee Investment Program, delivering investment planning and personalized service.

Join a high-growth team with coaching support and opportunities to build referrals, while pursuing AR or AAR registration and contributing to client success across the firm.