Wealth Advisor

4 days ago

Edmonton, Canada Cclprivatecapital Full time
Connor, Clark & Lunn Private Capital Ltd.

Edmonton, AB

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 $15 billion of clients’ wealth today

Share Ownership

CC&L Private Capital believes that attracting and retaining talent is the foundation for business success. Therefore, we create a strong alignment of interests by offering Wealth Advisors the opportunity to become owners of our business. The ownership offer differentiates the quality of the talent we attract to this fulfilling role, in addition to our competitive compensation package.

Competitive Compensation

To get started, we offer dedicated coaching and mentoring, as well as a secure salary and marketing budget to introduce you and our offering to your community. Bridging to a commission structure aligns your practice's growth potential with our strong track record of success.

Support to Grow Your Book of Business

As a Wealth Advisor, you can expect career-long support. Our experienced coaching team will work directly with you as you progress your career at CC&L Private Capital, from growing your book of business through to succession planning. Early-years coaching will guide you through our proven process for bringing new clients onboard with trust and confidence, while Wealth Advisors at more advanced stages benefit from bespoke one-on-one mentorship across all aspects of helping clients achieve their financial aspirations.

What You Will Do

CC&L Private Capital has a significant opportunity to capture new business in the direct high net worth and not-for-profit market, as well as through partnerships with the independent financial advisor community. High level job accountabilities include:

  • 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

What You Bring

The ideal candidate will be a successful salesperson with strong industry experience interested in using their existing network to establish a practice at CC&L Private Capital. They will pursue business development activities directly with high-net-worth individuals and not-for-profits, or by way of independent financial advisors. This individual will also be experienced in client servicing and be able to step into this role immediately with clients of the firm as needed. With a strong foundation of training and coaching, this individual will be open to this support and gaining success more quickly as a result. While driven by independence, the candidate will fit within our entrepreneurial spirited culture and work well alongside colleagues.

Key Attributes Will Be

  • 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

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 a 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, but only those candidates shortlisted for interviews will be contacted. No telephone calls or recruitment agencies will be accepted.

Apply for this Position

#J-18808-Ljbffr

  • Wealth Advisor

    5 days ago

    Edmonton, Canada Connor, Clark & Lunn Financial Group Full time

    **Wealth Advisor** **Connor, Clark & Lunn Private Capital Ltd.** **Edmonton, AB** 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...

  • Wealth Advisor

    2 weeks ago

    Edmonton, Alberta, Canada Investment Planning Counsel Full time

    Wealth Advisor With your background, skills and experience you've already found success in the wealth management industry. Have you found your ideal firm, one that encourages you to pursue a balanced lifestyle as well as professional success? A firm that allows you to deliver comprehensive goal-based planning to your clients? ...

  • Wealth Advisor

    4 weeks ago

    Edmonton, Canada Investment Planning Counsel Full time

    Wealth Advisor With your background, skills and experience you’ve already found success in the wealth management industry. Have you found your ideal firm, one that encourages you to pursue a balanced lifestyle as well as professional success? A firm that allows you to deliver comprehensive goal-based planning to your clients?   ...

  • Wealth Advisor

    5 days ago

    Edmonton, Canada CWB Financial Group Full time

    At CWB , we strive to build value for the people who choose us every day: our people, our clients and our investors. We do this by: - Putting people first and building relationships with intention- Seeking out and embracing new ideas- Believing that how we do things is as important as what we do Wealth Advisor Role Specifications Everyday flexibility....

  • Wealth Advisor

    4 weeks ago

    Edmonton, Canada Connor, Clark & Lunn Financial Group Full time

    **Wealth Advisor** **Connor, Clark & Lunn Private Capital Ltd.** **Edmonton, AB** Connor, Clark & Lunn Financial Group (“CCLFG”) provides investment management services to individuals, advisors, pension plans, institutional investors and foundations. As a unique “multi-boutique” asset management firm, CCLFG is uniquely focused on creating the...

  • Wealth Advisor

    4 weeks ago

    Edmonton, Canada Connor, Clark & Lunn Financial Group Full time

    **Wealth Advisor** **Connor, Clark & Lunn Private Capital Ltd.** **Edmonton, AB** Connor, Clark & Lunn Financial Group (“CCLFG”) provides investment management services to individuals, advisors, pension plans, institutional investors and foundations. As a unique “multi-boutique” asset management firm, CCLFG is uniquely focused on creating the...

  • Wealth Advisor

    2 weeks ago

    Edmonton, Alberta, Canada Connor, Clark & Lunn Financial Group Full time

    Wealth AdvisorConnor, Clark & Lunn Private Capital Ltd.Edmonton, ABConnor, Clark & Lunn Financial Group ("CCLFG") provides investment management services to individuals, advisors, pension plans, institutional investors and foundations. As a unique "multi-boutique" asset management firm, CCLFG is uniquely focused on creating the conditions for success for its...

  • Wealth Advisor

    3 weeks ago

    Edmonton, Canada TD Bank Full time

    **TD Description** Stay current and competitive. Carve out a career for yourself. Grow with us. **Department Overview** - TD is a great organization powered by great people who want to make a difference every day. Our over 85,000 employees world-wide are a big part of what makes TD stand out from any other organization. Every day, we deliver legendary...

  • Advisor, IG Wealth Management, Corporate Channel

    4 weeks ago

    Edmonton, Canada IG Wealth Management Full time

    Advisor, IG Wealth Management, Corporate Channel Location(s): Edmonton Metro Referral Level: Level 1 We are actively looking for individuals across Canada to join our growing team of Corporate Employed Advisors. If you are Mutual fund licensed or Securities licensed and are intrigued by this exciting opportunity, please review the posting for...

  • Wealth Advisor

    2 weeks ago

    Edmonton, Alberta, Canada TD Bank Full time

    TD DescriptionStay current and competitive. Carve out a career for yourself. Grow with us.Department Overview TD is a great organization powered by great people who want to make a difference every day. Our over 85,000 employees worldwide are a big part of what makes TD stand out from any other organization. Every day, we deliver legendary customer and client...

  • Wealth Advisor

    2 weeks ago

    Edmonton, Alberta, Canada CWB Financial Group Full time

    At CWB, we strive to build value for the people who choose us every day: our people, our clients and our investorsWe do this by:Putting people first and building relationships with intentionSeeking out and embracing new ideasBelieving that how we do things is as important as what we doWealth AdvisorRole SpecificationsEveryday flexibility. Hybrid work...

  • Wealth Advisor

    2 weeks ago

    Edmonton, Alberta, Canada CWB Financial Group Full time

    At , we strive to build value for the people who choose us every day: our people, our clients and our investors. We do this by: Putting people first and building relationships with intention Seeking out and embracing new ideas Believing that how we do things is as important as what we do Wealth Advisor Role Specifications Everyday...

  • Wealth Advisor

    1 month ago

    Edmonton, Canada CWB Financial Group Full time

    At , we strive to build value for the people who choose us every day: our people, our clients and our investors. We do this by: Putting people first and building relationships with intention Seeking out and embracing new ideas Believing that how we do things is as important as what we do Wealth Advisor Role Specifications Everyday...

  • Wealth Advisor

    4 weeks ago

    Edmonton, Canada CWB Financial Group Full time

    At , we strive to build value for the people who choose us every day: our people, our clients and our investors. We do this by: Putting people first and building relationships with intention Seeking out and embracing new ideas Believing that how we do things is as important as what we do Wealth Advisor Role Specifications Everyday...

  • Wealth Coordinator, Wealth Management

    1 month ago

    Edmonton, Canada BDO Full time

    Putting people first, every day   BDO is a firm built on a foundation of positive relationships with our people and our clients. Each day, our professionals provide exceptional service, helping clients with advice and insight they can trust. In turn, we offer an award-winning environment that fosters a with a high priority on your personal and...

  • Wealth Coordinator, Wealth Management

    4 weeks ago

    Edmonton, Canada BDO Full time

    Putting people first, every day   BDO is a firm built on a foundation of positive relationships with our people and our clients. Each day, our professionals provide exceptional service, helping clients with advice and insight they can trust. In turn, we offer an award-winning environment that fosters a with a high priority on your personal and...

  • Manager, Branch Administrator

    3 weeks ago

    Edmonton, Canada Richardson Wealth Ltd Full time

    **About Us**: As a leading Canadian wealth management organization, Richardson Wealth offers the personal touch of a boutique firm while delivering big results. With offices across the country, we are home to some of Canada’s best investment advisors. We’ve embarked on an exciting growth phase - a multi-year transformational journey to enhance our...

  • Associate Advisor

    2 weeks ago

    Edmonton, Canada North Road Investment Counsel Inc. Full time

    _At North Road Investment Counsel, we believe wealth can be a force for good in the world. _ - Our team has been managing the investment portfolios and financial plans of many _ - successful Canadian families for close to 20 years. To do more for our clients, we have _ - recently transitioned our Portfolio Management team to a fully independent firm, and we...

  • Assistant

    2 weeks ago

    Edmonton, Canada Richardson Wealth Ltd Full time

    **About Us**: As a leading Canadian wealth management organization, Richardson Wealth offers the personal touch of a boutique firm while delivering big results. With offices across the country, we are home to some of Canada’s best investment advisors. We’ve embarked on an exciting growth phase - a multi-year transformational journey to enhance our...

  • Associate

    2 weeks ago

    Edmonton, Canada Richardson Wealth Ltd Full time

    **About Us**: As a leading Canadian wealth management organization, Richardson Wealth offers the personal touch of a boutique firm while delivering big results. With offices across the country, we are home to some of Canada’s best investment advisors. We’ve embarked on an exciting growth phase - a multi-year transformational journey to enhance our...