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 environment of employee ownership while enjoying comprehensive support and a strong coaching network to enhance your success throughout your career.

Key Responsibilities: • Develop recent 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. #J-18808-Ljbffr

📌 Client-Focused Wealth Advisor Role (Winnipeg)
🏢 Connor, Clark & Lunn Private Capital
📍 Winnipeg