Wealth Advisor, Employee Accounts — Growth & Impact

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

Benefits offered by this job

Hybrid work model

Professional development

Health benefits

Job summary

Connor, Clark & Lunn Private Capital Ltd. is seeking a Wealth Advisor, Employee Accounts, in Canada to manage an established employee client book and grow referrals within the firm.

The role emphasizes exceptional client service, investment planning, and active business development. Ideal candidates possess an undergraduate degree with CIM or CFA Level 1, strong relationship-building abilities, and a passion for financial markets.

Qualifications

• Bachelor’s degree in a related field and demonstrated client service experience.
• Knowledge of investments and portfolio concepts.
• Strong communication and relationship-building skills.
• Sales and business development experience preferred.

Responsibilities

• Provide exemplary client service and investment planning for employees in CC&L Employee Investment Program.
• Assess client suitability and guide asset allocation and portfolio construction.
• Manage day-to-day client requests with speed and accuracy.
• Prepare documentation and coordinate with administration for new and existing accounts.
• Conduct client meetings and provide tailored client updates.
• Lead outreach initiatives to expand the Employee Investment Program’s reach.
• Cultivate new business opportunities through referrals and internal relationships.
• Develop self-sourced clients through networking and growth-focused activities.

Skills

Client service

Communication

Relationship building

Investment understanding

Sales & business development

Education

Undergraduate degree CIM CFA Level 1

Job description

Connor, Clark & Lunn Private Capital Ltd. is seeking a Wealth Advisor, Employee Accounts, in Canada to manage an established employee client book and grow referrals within the firm.

The role emphasizes exceptional client service, investment planning, and active business development. Ideal candidates possess an undergraduate degree with CIM or CFA Level 1, strong relationship-building abilities, and a passion for financial markets.