Cc&L Private Capital Wealth Advisor (Calgary)

Cc&L Private Capital Wealth Advisor (Calgary)

19 Aug
|
Connor, Clark & Lunn Private Capital
|
Calgary

19 Aug

Connor, Clark & Lunn Private Capital

Calgary

Elevate your career as a Wealth Advisor with CC&L Private Capital in Toronto, Vancouver, and beyond. Be part of Canada's leading investment management firm and drive client success.As a Wealth Advisor, you'll engage with high net worth individuals and not-for-profits to build a thriving practice. The firm emphasizes an entrepreneurial spirit and offers comprehensive coaching from day one to ensure you meet clients' financial goals. Your unique advantage comes from the employee ownership model, allowing you to align with client interests effectively.Key Responsibilities:Establish a current client base through business developmentFoster connections with financial professionals and advisorsDeliver outstanding client service across market changesAssess asset suitability and lead investment discussionsCreate customized wealth plans for clientsRequirements:Expertise with 5-10 years in financial servicesExceptional sales acumen and emotional intelligenceProven relationship building and communication skillsDeep knowledge of investment managementCommitment to gain or current securities registrationUtilize your relationship-building skills to thrive as a Wealth Advisor at CC&L Private Capital.#J-18808-Ljbffr

📌 Cc&L Private Capital Wealth Advisor (Calgary)
🏢 Connor, Clark & Lunn Private Capital
📍 Calgary

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