Wealth Advisor

3 weeks ago

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

**Wealth Advisor**

**Connor, Clark & Lunn Private Capital Ltd.**

**Vancouver, BC**

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**

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.
- CC

  • Wealth Advisor

    2 weeks ago

    Vancouver, Canada Nicola Wealth Full time

    At Nicola Wealth, our clients deserve the best. The same goes for our people. By bringing together smart, dedicated, high calibre people from diverse backgrounds, we deliver exceptional client service in a truly dynamic work environment. The collaborative, creative, and entrepreneurial spirit on which we were founded provides the opportunity for our...

  • Wealth Advisor

    3 weeks ago

    Vancouver, Canada Nicola Wealth Full time

    At Nicola Wealth, our clients deserve the best. The same goes for our people. By bringing together smart, dedicated, high calibre people from diverse backgrounds, we deliver exceptional client service in a truly dynamic work environment. The collaborative, creative, and entrepreneurial spirit on which we were founded provides the opportunity for our...

  • Wealth Advisor

    2 weeks ago

    Vancouver, British Columbia, Canada Nicola Wealth Management Ltd. Full time

    At Nicola Wealth, our clients deserve the best. The same goes for our people.By bringing together smart, dedicated, high calibre people from diverse backgrounds, we deliver exceptional client service in a truly dynamic work environment. The collaborative, creative, and entrepreneurial spirit on which we were founded provides the opportunity for our Wealth...

  • Wealth Planning Associate

    4 weeks ago

    Vancouver, Canada Wealth Planning Associates Full time

    **Nicola Wealth Description**: We have a lot to be proud of at Nicola Wealth. Our sophisticated financial planning, proprietary limited partnerships and investment products, 99% client retention rate and award-winning culture combine to position us as a national leader in wealth management. Recognized as a Best Managed Company and one of Canada's Top...

  • Wealth Advisor

    3 weeks ago

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

    **Wealth Advisor** **Connor, Clark & Lunn Private Capital Ltd.** **Vancouver, BC** - 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...

  • Investment Advisor

    1 week ago

    Vancouver, British Columbia, Canada Harbourfront Wealth Management Full time

    Harbourfront Wealth Management embodies independent, unbiased advice with a focus on delivering true wealth management. Advisors at Harbourfront's branches across Canada offer harmonized advice that includes portfolio construction, income planning, tax minimization, estate preservation, and trust management with a continuous focus on risk management.Role...

  • Wealth Advisor

    3 weeks ago

    Vancouver, Canada Vancouver City Savings Credit Union Full time

    Vancity is the largest private sector Living Wage Employer in Canada and have been consistently recognized as one of the Top Employers in Canada. Come join our team of 2,700 diverse individuals and access competitive rewards & benefits, all while knowing you are a part of a greater movement. Are you a passionate financial industry professional? Do you have...

  • Chief Marketing Strategist

    1 day ago

    Vancouver, British Columbia, Canada Aviso Wealth Full time

    OverviewAviso Wealth, a leading wealth management and investment services provider, is seeking an experienced Chief Marketing Strategist to lead our marketing organization and drive innovation, growth, and impact across our flagship brands.About the RoleLead and manage a high-performing marketing team, providing mentorship, guidance, and career development...

  • Wealth Advisor

    3 weeks ago

    Vancouver, Canada Vancity Full time

    Vancity is the largest private sector Living Wage Employer in Canada and have been consistently recognized as one of the Top Employers in Canada. Come join our team of 2,700 diverse individuals and access competitive rewards & benefits, all while knowing you are a part of a greater movement. Are you a passionate financial industry professional? Do you have...

  • 15h Left: Advisor,

    3 weeks ago

    Vancouver, British Columbia, Canada IG Wealth Management Full time

    Advisor, IG Wealth Management, Corporate ChannelReferral Level: Level 1Location(s): Greater VancouverPosition Summary:This position requires the successful candidate to be Mutual fund licensed. Advisors in the Corporate Channel provide proactive outstanding planning and advice to clients leading with the IG Living Plan. The role provides a unique opportunity...

  • Client Advisor Wealth Management

    1 week ago

    Vancouver, Canada UBS Full time

    Canada - Client advisory / Relationship management, Portfolio and fund management - Global Wealth Management **Job Reference #** - 308428BR **City** - Vancouver **Job Type** - Full Time **Your role** - Are you an expert in building Ultra High Net Worth (UHNW) client relationships? Do you want to bring your wealth expertise and join us in delivering an...

  • Advisor Transition Specialist

    2 weeks ago

    Vancouver, Canada Harbourfront Wealth Management Inc. Full time

    **Advisor Transition Specialist - Job Description** **Who we are**: Harbourfront Wealth Management Inc. is a dynamic industry leader specializing in financial services and wealth management. We are a fast-growing employee-owned firm and IIROC registered securities dealer. The firm provides financial services and holistic wealth management solutions for mid...

  • Total Wealth Planner

    3 weeks ago

    Vancouver, British Columbia, Canada Scotiabank Full time

    Requisition ID: 219271Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.PurposeContributes to the overall success of the Total Wealth Planning, Client Solutions / Canadian Wealth Management in Canada ensuring specific individual goals, plans, initiatives are executed / delivered in support of the team's...

  • Junior Wealth Advisor Role

    3 days ago

    Vancouver, British Columbia, Canada TechAlliance of Southwestern Ontario, London Economic Development Corporation Full time

    About the CompanyAt [Company Name], we are committed to providing exceptional service to our customers and building strong relationships with our partners. As a Junior Wealth Advisor, you will play a key role in achieving these goals by providing administrative support, conducting research, and analyzing data to inform business decisions.You will work...

  • Total Wealth Planner

    6 days ago

    Vancouver, British Columbia, Canada Scotiabank Full time

    Requisition ID: 219271Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.PurposeContributes to the overall success of the Total Wealth Planning, Client Solutions / Canadian Wealth Management in Canada ensuring specific individual goals, plans, initiatives are executed / delivered in support of the team's...

  • Wealth Management Associate

    4 days ago

    Vancouver, British Columbia, Canada National Bank Full time

    We are seeking a highly skilled Financial Services Professional to join our Wealth Management team at National Bank. As an Associate, you will have the opportunity to work in synergy with clients and colleagues to provide exceptional customer service that has a positive, long-term impact on our clients.About the RoleThis role involves leading social media...

  • Private Wealth Consultant

    2 weeks ago

    Vancouver, Canada Manulife Full time

    **_We are a _**_leading financial services provider committed to making decisions easier and lives better for our customers and _**_colleagues around the world. From our environmental initiatives to our community investments, we lead with values throughout our business. _**_To help us stand out, we help you step up, because when colleagues are healthy,...

  • Administrative Associate

    2 weeks ago

    Vancouver, Canada Nicola Wealth Full time

    **Nicola Wealth Description**: We have a lot to be proud of at Nicola Wealth. Our sophisticated financial planning, proprietary limited partnerships, and investment products, 99% client retention rate and award-winning culture combine to position us as a national leader in wealth management. Recognized as a Best Managed Company and one of Canada's Top...

  • Lead Financial Advisor

    4 weeks ago

    Vancouver, British Columbia, Canada Ocean 6 Wealth Advisory Full time

    Job descriptionPosition: Lead Financial AdvisorWHO WE AREOcean 6 is a place where bold new ideas change the world of finance. Our team empowers successful business owners to organize and clarify their financial future. Ocean 6 is A new world of wealth.To join our close-knit, entrepreneurial team, attitude is everything. Tasks and duties of the role can be...

  • Total Wealth Planner

    4 weeks ago

    Vancouver, Canada Scotiabank Full time

    Requisition ID: 219271 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. **Purpose** Contributes to the overall success of the Total Wealth Planning, Client Solutions / Canadian Wealth Management in Canada ensuring specific individual goals, plans, initiatives are executed / delivered in support of the...