Wealth Advisor, Employee Accounts - Hybrid Growth & Impact (Regina)

Wealth Advisor, Employee Accounts - Hybrid Growth & Impact (Regina)

11 Oct
|
Connor, Clark & Lunn group
|
Regina

11 Oct

Connor, Clark & Lunn group

Regina

Connor, Clark & Lunn Financial Group is seeking a Wealth Advisor, Employee Accounts, to manage an established book of employee clients and cultivate relationships across the CC&L; family. You will deliver investment planning and portfolio management with a focus on client service and referrals.

The role involves coaching and a focus on growth within a robust, pension-calibre investment framework and a hybrid work model. A CIM or CFA (Level 1) and undergraduate degree are expected.

#J-18808-Ljbffr

📌 Wealth Advisor, Employee Accounts - Hybrid Growth & Impact (Regina)
🏢 Connor, Clark & Lunn group
📍 Regina

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