Associate Wealth Advisor/ Conseiller Associé en

4 months ago

Montréal QC, Canada Connor, Clark & Lunn Financial Group Full time

**Associate Wealth Advisor**

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

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 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 four-year path to Wealth Advisor**

An Associate Wealth Advisor will work alongside an experienced CC&L Private Capital Wealth Advisor for an initial four-year period. During the first year of this mentorship, the Associate Wealth Advisor will be assigned client households to manage, while building relationships and a deep understanding as the independent service of each relationship increases. After the first year, the mentoring Wealth Advisor will assign up to 50 households to the Associate Wealth Advisor.

After the four-year mentorship, a decision will be made jointly by the senior Wealth Advisor and the Associate Wealth Advisor to either advance the Associate Wealth Advisor to Wealth Advisor status or for the Associate Wealth Advisor to recommit to another four-year mentorship. Wealth Advisors have the opportunity to become owners of our business.

**Competitive compensation**

Associate Wealth Advisor compensation is salary plus bonus structure for four years.

**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
- As a secondary focus, demonstrate ability to gain self-sourced clients through appropriate networking and business development activities

**What you bring**

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
- 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 AR-CRM by end of year 1
- Undergraduate degree; CIM or CFA (Level 1) required by end of year 1

**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 $133 billion in assets, providing a diverse range of traditional and alternative inve

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