Elevate your career as a Wealth Advisor, Employee Accounts with CC&L Private Capital. Help clients achieve financial goals while providing exceptional service and expert investment management.In this pivotal client-facing role, you'll manage an established book of employee clients while cultivating valuable relationships within the Connor, Clark Financial Group. You will work closely with a Sales Development Coach, receiving mentorship focused on business growth and delivering tailored investment planning. Your responsibilities include executing client requests and participating actively in the Employee Investment Program.Key Responsibilities:
- Deliver exemplary investment planning to Employee Investment Program participants
- Assess client suitability and asset allocation for investments




- Execute day-to-day client requests with accuracy
- Conduct client meetings and prepare relevant documentation
- Proactively seek current client opportunities from employee referralsRequirements:
- Strong foundation in investments and client service
- Excellent communication and interpersonal skills
- Undergraduate degree; CIM or CFA (Level 1) preferred
- Experience in financial services; must be eligible for ARor AAR
- Desire for continuous learning and developmentBecome a trusted advisor in investments and client service with CC&L Private Capital.#J-18808-Ljbffr

📌 Wealth Advisor For Employee Accounts (Calgary)
🏢 Connor, Clark & Lunn Private Capital
📍 Calgary