03 Aug
|
Connor, Clark u0026 Lunn Private Capital Ltd. (CCu0026L)
|
Regina
03 Aug
Connor, Clark u0026 Lunn Private Capital Ltd. (CCu0026L)
Regina
Join CC&L; Private Capital as a Wealth Advisor in Vancouver and help clients achieve financial goals through expert guidance and exceptional service. As an ideal candidate, you possess robust sales skills and financial industry background, allowing you to build a successful client practice from your existing network. This role will empower you to maintain significant relationships with high-net-worth individuals while providing proactive support through various market conditions.
Guide clients in asset allocation and financial strategies • 5 to 10 years of relevant experience in finance • Strong existing network for client interaction • Undergraduate degree: CIM + 2 years of experience or CFA required • Natural ability for relationship building and networking • Willingness to achieve necessary regulatory registrations Utilize your expertise in wealth management as a Wealth Advisor with CC&L; Private Capital in Vancouver. #
📌 Consultant(e) finance services (Regina)
🏢 Connor, Clark u0026 Lunn Private Capital Ltd. (CCu0026L)
📍 Regina