Join CC&L; Private Capital as a Wealth Advisor and assist clients in achieving their financial goals. Build long-lasting relationships within a leading independent investment firm dedicated to client interests.

This Wealth Advisor role focuses on developing your practice through business development with high-net-worth clients and not-for-profits. Your entrepreneurial spirit will thrive in an setting of employee ownership while enjoying comprehensive support and a strong coaching network to enhance your success throughout your career.

Key Responsibilities:
• Develop new client relationships and practice
• Connect with accountants and lawyers for referrals
• Deliver exceptional service during market fluctuations
• Provide comprehensive wealth planning assessments
• Lead client conversations in investment suitability

Requirements:
• 5-10 years of industry experience preferred
• Proven experience in sales and client service
• Ability to build networks and relationships
• Strong financial market knowledge
• Educational qualifications: CIM or CFA required

Help clients navigate their financial journeys while cultivating a rewarding career at CC&L; Private Capital.
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📌 Client-Focused Wealth Advisor Role (Ontario)
🏢 Connor, Clark & Lunn Private Capital
📍 Ontario