Wealth Advisor At Cc&L Private Capital (Calgary)

Wealth Advisor At Cc&L Private Capital (Calgary)

06 Aug
|
Connor, Clark & Lunn Private Capital
|
Calgary

06 Aug

Connor, Clark & Lunn Private Capital

Calgary

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 new 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 allocationRequirements:
- 5-10 years of industry experience
- Solid sales and interpersonal skills
- Understanding of financial markets
- Interest in business development
- Preference for current registration or willingness to achieve itTransform financial futures by utilizing your sales expertise at CC&L Private Capital.#J-18808-Ljbffr

📌 Wealth Advisor At Cc&L Private Capital (Calgary)
🏢 Connor, Clark & Lunn Private Capital
📍 Calgary

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