OverviewBecoming a Wealth Advisor with CC&L Private Capital may be the only career move you ever need to make. Join one of Canada's largest independent and privately held discretionary investment managers and help clients achieve their unique financial goals while providing exemplary service. Our independence allows us to attract and retain top talent with a model of employee ownership that aligns your interests with our clients'.We are currently hiring for Wealth Advisors in all offices: Vancouver, Edmonton, Calgary, Regina, Toronto, and Montreal.What You Will DoBuilding your own practice of new clients through appropriate business development activities sourced from within your ever-growing networkBuilding and maintaining relationships with lawyers, accountants, and other centres-of-influence, including independent financial advisors as referral partnersMaintaining client relationships throughout varying market and performance conditions by providing clients with proactive and exceptional serviceEstablishing immediate credibility with successful, sophisticated high net worth clients when assessing suitability, guiding asset allocation, conveying asset class understanding, leading wealth planning, and other financial advisory conversationsWhat You BringThe ideal candidate will be a successful salesperson with strong industry experience interested in using their existing network to establish a practice at CC&L Private Capital. They will pursue business development activities directly with high-net-worth individuals and not-for-profits, or by way of independent financial advisors.



This individual will also be experienced in client servicing and be able to step into this role immediately with clients of the firm as needed. With a strong foundation of training and coaching, this individual will be open to this support and gaining success more quickly as a result. While driven by independence, the candidate will fit within our entrepreneurial spirited culture and work well alongside colleagues.Key Attributes Will BeAn aptitude for business development, sales and an entrepreneurial spiritExcellent interpersonal skills, emotional intelligence and a high level of integrityNatural relationship building and networking skillsGreat communicator with excellent presentation abilitiesDeep understanding of financial markets and investment managementAbility to guide clients in an investment suitability assessmentAn interest to build an asset with unlimited upside with significant autonomyFive to ten years of related industry experiencePreference of having current registration or confidence to gain AAR or CRM-AR registration with the appropriate Securities Commissions on hireUndergraduate degree:



CIM + 2 years Registered Investment Management Experience or CFA requiredShare OwnershipCC&L Private Capital believes that attracting and retaining talent is the foundation for business success. Therefore, we create a strong alignment of interests by offering Wealth Advisors the prospect to become owners of our business. The ownership offer differentiates the quality of the talent we attract to this fulfilling role, in addition to our competitive compensation package.Competitive CompensationTo get started, we offer dedicated coaching and mentoring, as well as a secure salary and marketing budget to introduce you and our offering to your community. Bridging to a commission structure aligns your practice's growth potential with our strong track record of success.Support to Grow Your Book of BusinessAs a Wealth Advisor, you can expect career-long support. Our experienced coaching team will work directly with you as you progress your career at CC&L Private Capital, from growing your book of business through to succession planning. Early-years coaching will guide you through our proven process for bringing new clients onboard with trust and confidence, while Wealth Advisors at more advanced stages benefit from bespoke one-on-one mentorship across all aspects of helping clients achieve their financial aspirations.EEO and ContactCC&L Financial Group is committed to creating a diverse and inclusive environment and is proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to gender, ethnicity, religion, sexual orientation or expression, disability, or age. #J-18808-Ljbffr

📌 Wealth Advisor (Regina)
🏢 Connor, Clark & Lunn Private Capital Ltd. (CC&L)
📍 Regina