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 strong 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 workplace fully aligned with client goals. Key Responsibilities:

- Create a robust book of business via strategic networking
- Collaborate with lawyers and independent advisors for referrals




- Deliver proactive service to clients amid market fluctuations
- Cultivate trust with sophisticated high-net-worth individuals
- Lead discussions on asset allocation and investment suitability Requirements:
- 5-10 years experience in financial services
- Proven sales and networking competency
- High emotional intelligence and integrity
- Effective communication and presentation skills
- Relevant degree and preferred registration Make a meaningful impact with CC&L; Private Capital by guiding clients through their wealth management journey.

📌 Senior Wealth Advisor Role at CC&L (Montreal)
🏢 Connor, Clark u0026 Lunn Private Capital
📍 Montreal