Elevate your career with CC&L; Private Capital as a Wealth Advisor in Canada. Help clients achieve financial goals while building your own practice with dedicated coaching and support.
Join one of Canada's premier employee-owned investment managers as a Wealth Advisor. This role emphasizes business development and relationship building, allowing you to tailor wealth planning to your clients' unique aspirations. Expect guidance from experienced coaches to grow your client base and manage assets with over $20 billion in client wealth.
Key Responsibilities:
• Build a practice through strategic business development activities
• Maintain relationships with lawyers, accountants, and referral partners
• Deliver exceptional service during varying market conditions




• Establish credibility with sophisticated high net worth clients
• Lead conversations on asset allocation and wealth planning
Requirements:
• 5-10 years of relevant industry experience
• Excellent communication and relationship-building skills
• Solid understanding of financial markets
• Undergraduate degree and industry certifications required
• Willingness to gain necessary registrations
Combine your entrepreneurial spirit and financial expertise to thrive at CC&L; Private Capital.
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📌 Wealth Advisor at CC&L Private Capital (Regina)
🏢 Connor, Clark & Lunn Private Capital
📍 Regina