19 Aug
|
Connor, Clark u0026 Lunn Private Capital
|
Calgary
19 Aug
Connor, Clark u0026 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 current 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.
📌 Wealth Advisor at CC&L Private Capital (Calgary)
🏢 Connor, Clark u0026 Lunn Private Capital
📍 Calgary