Wealth Advisor, Employee Accounts (Hybrid) — Grow & Serve

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

Benefits offered by this job

Flexible work practices

Professional development budgets

Paid study days

Designation support

Health benefits

Retirement savings

Job summary

Connor, Clark & Lunn Private Capital Ltd. seeks a Wealth Advisor, Employee Accounts, to manage an established employee client book and grow the program through referrals and client relationships. The role emphasizes exceptional service, investment planning, and collaboration with CC&L Financial Group and affiliates.

You will work with a coaching and mentorship program focused on business development, client growth, and high-quality service delivery across the firm.

Qualifications

• Strong client service professional with investments knowledge and interest in sales and business development.
• Background in financial services with a desire to learn and grow within a high-growth firm.
• Ability to build relationships, work with a team and pursue client opportunities.
• AR or AAR registration is preferred and relevant CIM/CFA Level 1 credentials support eligibility.

Responsibilities

• Provide exemplary client service and investment planning to employees in the program.
• Assess client suitability, guide asset allocation, and explain investment details.
• Prepare documentation and respond to day-to-day client requests with precision.
• Attend client meetings and deliver tailored updates and reviews.
• Lead outreach to expand the Employee Investment Program and network for referrals.

Skills

Client service

Relationship building

Sales

Business development

Investment knowledge

Presentation skills

Networking

Portfolio construction

Asset allocation

Communication

Integrity

Education

Undergraduate degree

CIM or CFA (Level 1)

Job description

Connor, Clark & Lunn Private Capital Ltd. seeks a Wealth Advisor, Employee Accounts, to manage an established employee client book and grow the program through referrals and client relationships. The role emphasizes exceptional service, investment planning, and collaboration with CC&L Financial Group and affiliates.

You will work with a coaching and mentorship program focused on business development, client growth, and high-quality service delivery across the firm.