Becoming an Wealth Advisor, with CC&L Private Capital may be the only career move you ever need to make. Join one of Canada's largest independent and privately held discretionary investment managers, and help clients achieve their unique financial goals while providing exemplary service. As an Wealth Advisor, Employee Accounts, you will represent a firm with an incredibly strong reputation and a pension-calibre investment offering that is innovative and evolving with the needs of clients and market opportunities. You will be part of a growing team attracted to working in clients’ best interest, managing over $22 billion of clients’ wealth today. An Wealth Advisor, Employee Accounts, you will be entrusted with managing an established book of employee clients while actively cultivating relationships within Connor, Clark Financial Group and its affiliates. They will also proactively identify and pursue opportunities for client referrals. Partnering closely with an experienced Sales Development Coach,



the Associate Wealth Advisor will benefit from dedicated mentorship focused on business development and exceptional client service. What You Will Do In this client-facing role, you will play a key part in delivering exceptional experiences to the firm’s employees while actively identifying and securing new client opportunities. You will also benefit from firm-led coaching and support tailored specifically to your professional growth. Your high-level job accountabilities will include: Provide exemplary client service and the delivery of investment planning and portfolio management to employees participating in CC&L Employee Investment Program Meet the requirements to assess client suitability for investments, guide asset allocation, convey asset class details and seek deep understanding of each client Manage and execute day-to-day client requests, delivering a high level of personalized client service with speed and accuracy Navigate requirements for all aspects of recent and existing

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