Wealth Advisor, Employee Accounts - Hybrid & Growth (Vancouver)

Wealth Advisor, Employee Accounts - Hybrid & Growth (Vancouver)

16 Oct
|
Connor, Clark u0026 Lunn group
|
Vancouver

16 Oct

Connor, Clark u0026 Lunn group

Vancouver

Connor, Clark & Lunn Financial Group is seeking a Wealth Advisor for Employee Accounts in Canada. You will deliver investment planning and portfolio management to employees, build trusted relationships, and drive growth through referrals. The role emphasizes client-centric service, mentorship, and opportunities to expand the program within the firm.

You will engage in meetings, tailor updates, and navigate documentation while collaborating with support teams to ensure a high level of service.

📌 Wealth Advisor, Employee Accounts - Hybrid & Growth (Vancouver)
🏢 Connor, Clark u0026 Lunn group
📍 Vancouver

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