Wealth Advisor

Connor, Clark & Lunn Private Capital Ltd.•Toronto, ON

26d•Hybrid

About The Position

Becoming a 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. Our independence allows us to attract and retain top talent with a model of employee ownership that aligns your interests with our clients'. We are currently hiring for Wealth Advisors in all offices: Vancouver, Edmonton, Calgary, Regina, Toronto, and Montreal. Why become a Wealth Advisor at CC&L Private Capital? You will represent one of Canada’s largest, employee-owned investment managers with an incredibly strong reputation where you can own part of the business and be personally aligned with clients. You will introduce clients to a pension-caliber investment offering that is innovative and evolving with the needs of clients and market opportunities. You will focus on attracting and retaining clients by ensuring a boutique service offering and wealth planning tailored to their family aspirations. You will build a practice with dedicated coaching support from day one. You will be part of a growing team attracted to working in clients’ best interest, managing over $20 billion of clients’ wealth today.

Requirements

Successful salesperson with strong industry experience interested in using their existing network to establish a practice at CC&L Private Capital
Experienced in client servicing and be able to step into this role immediately with clients of the firm as needed
Open to training and coaching and gaining success more quickly as a result
Fit within our entrepreneurial spirited culture and work well alongside colleagues
An aptitude for business development, sales and an entrepreneurial spirit
Excellent interpersonal skills, emotional intelligence and a high level of integrity
Natural relationship building and networking skills
Great communicator with excellent presentation abilities
Deep understanding of financial markets and investment management
Ability to guide clients in an investment suitability assessment
An interest to build an asset with unlimited upside with significant autonomy
Five to ten years of related industry experience
Preference of having current registration or confidence to gain AAR or CRM-AR registration with the appropriate Securities Commissions on hire
Undergraduate degree: CIM + 2 years Registered Investment Management Experience or CFA required

Responsibilities

Building your own practice of new clients through appropriate business development activities sourced from within your ever-growing network
Building and maintaining relationships with lawyers, accountants, and other centres-of-influence, including independent financial advisors as referral partners
Maintaining client relationships throughout varying market and performance conditions by providing clients with proactive and exceptional service
Establishing immediate credibility with successful, sophisticated high net worth clients when assessing suitability, guiding asset allocation, conveying asset class understanding, leading wealth planning, and other financial advisory conversations