Wealth Advisor, Employee Accounts - Growth & Service

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

Benefits offered by this job

Competitive compensation

Retirement savings

Wellness credits

Parental leave

Health benefits

Flexible work practices

Job summary

Connor, Clark & Lunn Private Capital Ltd. (CC&L) invites you to join its Wealth Advisor team, focusing on Employee Accounts and building strong client relationships within the CC&L group.

You will deliver investment planning, portfolio management and exceptional service to employee clients, while pursuing referrals, collaborating with mentors, and growing the Employee Investment Program in a fast-moving environment.

Qualifications

• Strong client service background with investments knowledge.
• Interest in sales and business development.
• Desire to learn and grow within a high-growth team.
• AR or AAR registration is advantageous.

Responsibilities

• Deliver exceptional experiences to employees while identifying new client opportunities.
• Provide investment planning and portfolio management for employees in the program.
• Assess client suitability, guide asset allocation, and explain asset classes.
• Manage day-to-day client requests with speed and accuracy.
• Conduct client meetings and prepare tailored updates.
• Lead outreach to expand the Employee Investment Program and cultivate referrals.
• Develop new business through networking and internal relationships.
• Collaborate with team and participate in ongoing learning.

Skills

Client service

Investments knowledge

Sales & business development

Relationship building

Communication

Networking

Financial markets

Education

Undergraduate degree

CIM or CFA (Level 1)

Job description

Connor, Clark & Lunn Private Capital Ltd. (CC&L) invites you to join its Wealth Advisor team, focusing on Employee Accounts and building strong client relationships within the CC&L group.

You will deliver investment planning, portfolio management and exceptional service to employee clients, while pursuing referrals, collaborating with mentors, and growing the Employee Investment Program in a fast-moving environment.