Launch your career as a Wealth Advisor with CC&L; Private Capital in major Canadian cities. Join a recognized leader in investment management and provide tailored financial solutions.
In this role, you will help clients achieve financial aspirations while maintaining exceptional service standards. With a focus on business development, you'll leverage your network to build a recent practice while receiving extensive coaching support. CC&L;'s employee ownership model aligns your success with that of your clients, ensuring a fulfilling career.
Key Responsibilities:
• Build your own client practice through networking
• Maintain relationships with accountants, lawyers, and advisors
• Provide proactive service through various market conditions
• Establish credibility with high net worth clients
• Guide clients in wealth planning and asset allocation
Requirements:
• 5-10 years of industry experience
• Strong sales and interpersonal skills
• Understanding of financial markets
• Interest in business development
• Preference for current registration or willingness to achieve it
Transform financial futures by utilizing your sales expertise at CC&L; Private Capital.
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📌 Wealth Advisor at CC&L Private Capital (Edmonton)
🏢 Connor, Clark & Lunn Private Capital
📍 Edmonton