Wealth Advisor, Employee Accounts - Hybrid & Growth

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

Benefits offered by this job

Hybrid work model

Paid study days

Professional designation support

Retirement savings program

Health benefits

Enhanced parental leave

Wellness credits

Job summary

Connor, Clark & Lunn Financial Group is seeking a Wealth Advisor for Employee Accounts in Canada. You will deliver investment planning and portfolio management to employees, build trusted relationships, and drive growth through referrals. The role emphasizes client-centric service, mentorship, and opportunities to expand the program within the firm.

You will engage in meetings, tailor updates, and navigate documentation while collaborating with support teams to ensure a high level of service.

Qualifications

• Strong knowledge of investments and asset allocation.
• Ability to assess client suitability and tailor investment plans.
• Experience with wealth management and client onboarding processes.
• Target-driven with focus on referrals and growth.

Responsibilities

• Provide exemplary client service and investment planning for employees in CC&L's programs.
• Assess suitability, guide asset allocation, and explain asset classes.
• Execute day-to-day client requests with speed and accuracy.
• Coordinate account documentation and systems with admin support.
• Prepare client meetings and provide tailored updates.
• Drive outreach to expand the Employee Investment Program.
• Cultivate new business through referrals and internal relationships.
• Engage in ongoing learning to improve skills.

Skills

Client service

Relationship building

Communication

Presentation skills

Networking

Financial markets literacy

Education

Undergraduate degree: CIM or CFA (Level 1)

Job description

Connor, Clark & Lunn Financial Group is seeking a Wealth Advisor for Employee Accounts in Canada. You will deliver investment planning and portfolio management to employees, build trusted relationships, and drive growth through referrals. The role emphasizes client-centric service, mentorship, and opportunities to expand the program within the firm.

You will engage in meetings, tailor updates, and navigate documentation while collaborating with support teams to ensure a high level of service.