Advance your career as a Senior Wealth Advisor at CC&L Private Capital, where innovation meets client-focused service. This hybrid role allows you to actively engage clients while growing your own practice.CC&L Private Capital is expanding its team of Wealth Advisors in major Canadian cities like Vancouver and Toronto. Ideal candidates will possess robust sales skills and industry experience to attract and retain clients effectively. With support for succession planning and client acquisition from day one,



you will thrive in a rewarding environment fully aligned with client goals.Key Responsibilities:Create a robust book of business via strategic networkingCollaborate with lawyers and independent advisors for referralsDeliver proactive service to clients amid market fluctuationsCultivate trust with sophisticated high-net-worth individualsLead discussions on asset allocation and investment suitabilityRequirements:5-10 years experience in financial servicesProven sales and networking competencyHigh emotional intelligence and integrityEffective communication and presentation skillsRelevant degree and preferred registrationMake a meaningful impact with CC&L Private Capital by guiding clients through their wealth management journey.#J-18808-Ljbffr

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