Wealth Advisor, Employee Accounts - Hybrid Growth & Impact

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

Benefits offered by this job

Competitive compensation

Bonus structure and commission on new-

Retirement savings

Health benefits

Flexible work

Job summary

Connor, Clark & Lunn Financial Group is seeking a Wealth Advisor, Employee Accounts, to manage an established book of employee clients and cultivate relationships across the CC&L family. You will deliver investment planning and portfolio management with a focus on client service and referrals.

The role involves coaching and a focus on growth within a strong, pension-calibre investment framework and a hybrid work model. A CIM or CFA (Level 1) and undergraduate degree are expected.

Qualifications

• Experience in financial services focused on client service and advisory
• Ability to assess client needs and provide tailored investment guidance
• Strong communication and presentation skills
• Willingness to engage in business development and referrals

Responsibilities

• Provide exemplary client service and deliver investment planning and portfolio management for employees
• Assess client suitability for investments and explain asset allocation
• Handle day-to-day client requests with speed and accuracy
• Prepare documentation and coordinate with administration for new/existing accounts
• Conduct client meetings and provide tailored updates
• Lead outreach to expand the Employee Investment Program and drive referrals

Skills

Client service

Relationship building

Sales & business development

Investment knowledge

Education

Undergraduate degree

CIM or CFA (Level 1)

Job description

Connor, Clark & Lunn Financial Group is seeking a Wealth Advisor, Employee Accounts, to manage an established book of employee clients and cultivate relationships across the CC&L family. You will deliver investment planning and portfolio management with a focus on client service and referrals.

The role involves coaching and a focus on growth within a strong, pension-calibre investment framework and a hybrid work model. A CIM or CFA (Level 1) and undergraduate degree are expected.