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Associate Wealth Advisor

4 months ago

Calgary, Canada Cclprivatecapital Full time
Associate Wealth Advisor

Connor, Clark & Lunn Private Capital Ltd.

Calgary, AB

Becoming an Associate 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 through a model of mentorship learn to help clients achieve their unique financial goals while providing exemplary service.

As an Associate Wealth Advisor, 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 $15 billion of clients’ wealth today.

A Three-year Path To Wealth Advisor

An Associate Wealth Advisor will work alongside an experienced CC&L Private Capital Wealth Advisor for a four-year period of mentorship in sales and service. The Associate Wealth Advisor will become registered and be assigned client relationships to perform independent service with a high level of coaching. Our intensive coaching program will also support each Associate Wealth Advisor in developing the skills to build on these relationships while attracting new ones as the foundation for building their own practice.

After the three-year mentorship term, the Associate Wealth Advisor will have the opportunity to advance to the Wealth Advisor role and continue the development of their practice of attracting and retaining clients. As a Wealth Advisor, you also gain the opportunity to become an owner of our business. This new role is an attractive opportunity to have a set path to a long career as a Wealth Advisor with a unique balance of mentorship and independence.

Competitive Compensation

To get started, we offer dedicated coaching and mentoring, as well as a secure salary, bonus and marketing and servicing budget to introduce you and our offering to our clients and your community. Bridging to a commission structure aligns your practice's growth potential with our strong track record of success. The ownership offer differentiates the quality of the talent we attract to this fulfilling role, in addition to our firm-wide profit-sharing program and competitive compensation package.

What You Will Do

  • As an Associate Wealth Advisor, you will have the opportunity to work with and receive mentorship from one of our highly experienced Wealth Advisors alongside the day-to-day interactions with clients. In this client-facing role you will be instrumental in the delivery of exemplary client experiences as well as securing new client opportunities while gaining firm-led coaching and support unique to your development.
  • We are committed to your personal and professional growth, helping you maximize your potential to achieve success and within four years transition to a Wealth Advisor role with a foundation of clients to independently build from.
  • Your high-level job accountabilities will include:
  • Supporting an established Wealth Advisor to provide exemplary client service and the delivery of investment planning and portfolio management to high-net-worth clients jointly and independently as required
  • Learn the requirements to assess client suitability for investments, guide asset allocation, convey asset class details and seek deep understanding of each client
  • Support the preparation of client meeting materials, including preparation of documentation and client specific updates for presentation jointly or independently at client meetings
  • Managing and executing day-to-day client requests and delivering a high level of personalized client service with speed and accuracy
  • Navigating requirements for all aspects of new and existing account documentation, execution on systems, and collaborating with administration support teams
  • Participating fully as a team member and engage in ongoing learning and development to improve skills and knowledge
  • Demonstrate ability to gain self-sourced clients through appropriate networking and business development activities
  • Confidently demonstrate the skills of a Wealth Advisor over the 3 year term

What You Bring

  • The ideal candidate will be a strong client service professional with a foundation of knowledge in investments with an interest in sales and business development. With a strong foundation of training and coaching, this individual will have a desire to learn and seek continuous growth as they successfully move to the Wealth Advisor role after four years. In approaching the role, the candidate will fit within our high-growth firm and team culture, and work well alongside their colleagues with a positive mindset.

Key Attributes Will Be

  • Strong customer service skills – ability to work quickly, with accuracy in fast-paced environment
  • Excellent interpersonal skills, emotional intelligence and a high level of integrity
  • Great communicator with excellent presentation abilities
  • Natural relationship building, collaboration and networking skills
  • Aptitude for direct high-net-worth client relationships and sales
  • Interest and ability to understand financial markets and portfolio/investment management
  • Core skills to guide clients in an investment suitability assessment and asset allocation
  • Core skills to guide clients in portfolio construction and investment planning
  • Desire to learn new skills and topics related to a wealth planning conversation
  • Potential to confidently guide clients in wealth decisions, specifically investment advice
  • Industry experience: ability to be registered as AAR or AR-CRM by end of year 1
  • Undergraduate degree; CFA required by end of first year in the role, if not currently Securities Commissions registered

About Us

CC&L Private Capital is part of Connor, Clark & Lunn Financial Group Ltd. (CCLFG), one of Canada's largest privately owned asset management firms. With more than 40 years of history and offices across Canada and in the US, the UK and India, CC&LFG and our multi-boutique family of affiliate firms collectively manage over $127 billion in assets, providing a diverse range of traditional and alternative investment products and solutions to institutional, high-net-worth and retail clients.

For more information on why becoming an Associate Wealth Advisor at CC&L Private Capital may be the only career move you ever need to make, we invite you to explore cclprivatecapital.com/careers

CC&L is committed to creating a diverse and inclusive environment and is proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to gender, ethnicity, religion, sexual orientation or expression, disability, or age.

To apply for this position, please submit your resume and cover letter combined as one PDF document.

We thank all applicants in advance for their interest.

Candidates shortlisted for interviews will be contacted directly.

Apply for this Position

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