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:
Robust 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